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Mar 11

Nvidia reportedly develops open-source NemoClaw to challenge OpenClaw

Nvidia is reportedly developing a new AI agent framework, NemoClaw, positioning it as a challenger to the fast-growing OpenClaw ecosystem in the emerging AI agent market.

MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands

Mar 11

MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint

Mar 11

OpenClaw craze sees Mac minis briefly sold out in China as AI agent costs top CNY10,000

Mar 11

Oracle says AI will augment, not kill, enterprise SaaS

Mar 11

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SERVER, IPC, CLOUD COMPUTING, IOTPegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026

Mar 12, 07:56

Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and pushing overall operations to rise quarter by quarter. The company expressed confidence that full-year 2026 performance will achieve high single-digit to double-digit growth compared with 2025, as demand for AI shows no signs of slowing and continues to drive strong momentum in related infrastructure shipments.

SERVER, IPC, CLOUD COMPUTING, IOTAplex warns shipment delays cut February revenue, eyes clearer market by 2Q26

Mar 12, 07:53

Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained stable and the company was positive about operations in the first quarter of 2026.

SERVER, IPC, CLOUD COMPUTING, IOTAI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand

Mar 12, 07:52

Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while some case makers saw weaker month-to-month sales due to seasonal factors.

ICT MANUFACTURINGQisda names Google Cloud Taiwan GM Cally Ko as president in leadership reshuffle

Mar 12, 07:51

Qisda's board approved its 2025 financial results, reporting consolidated revenue of NT$207.9 billion (approx. US$6.55 billion), up NT$6.2 billion year-over-year. Gross profit reached NT$35 billion, operating income NT$3.2 billion, and net profit after tax NT$1.39 billion. Net profit attributable to the parent company totaled NT$1.14 billion, with earnings per share (EPS) of NT$0.64.

AIJiu Han targets NT$10B revenue by 2030 with NT$11.6B orders in 1Q26

Mar 12, 07:46

Jiu Han System Technology, a leading cleanroom and turnkey project contractor, reported strong profit growth in 2025 driven by peak construction periods and approval for large-scale projects. Benefiting from AI-driven demand and advanced process manufacturing, the company revealed that its order book as of the first quarter of 2026 totaled NT$11.6 billion (US$364.78 million), with order visibility extending two to three years.

IT COMPONENTS, PERIPHERALSoToBrite expands into robotics, unmanned vehicles with automotive-grade vision tech

Mar 12, 07:46

As automation expands from controlled indoor environments into more complex and unpredictable outdoor settings, the ability of vision perception systems to operate reliably under harsh conditions has become a critical factor in the development of Physical AI.

ICT MANUFACTURINGInventec ramps up 2026 capex in US to meet growing AI order demand

Mar 11

Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company detailed capital injections for North American subsidiaries, property acquisition in Texas, and a new factory in Mexico.

AIWT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery

Mar 11

IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two months of 2026, cumulative consolidated revenue reached approximately NT$300.2 billion, marking an 89.1% increase year over year.

ICT MANUFACTURINGFu Chun Shin's February revenue rises as orders hold steady

Mar 11

Fu Chun Shin (FCS), a manufacturer of plastic injection molding machines, reported consolidated revenue of NT$269 million (approx. US$8.4 million) for February 2026. The figure declined 27.54% from January due to seasonal factors but rose 8.89% from the same month in 2025.

ICT MANUFACTURINGIndia eases investment rules for border countries, signaling cautious economic thaw with China

Mar 11

India has relaxed parts of its foreign direct investment screening rules for neighboring countries, including China, in a move aimed at boosting manufacturing while maintaining safeguards. The changes suggest a cautious shift in India-China economic relations after years of tighter restrictions.

AIChina moves to curb OpenClaw use at banks, agencies due to security concerns

Mar 11

Chinese authorities have moved to curb the use of OpenClaw AI software across government agencies and state-owned enterprises (SOEs), including major banks, amid rising concerns over potential security risks linked to the rapidly spreading AI agent platform.

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