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Apr 1

Foxconn advances AI supply chain localization, splitting work between US and Mexico

Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery for global customers as it builds manufacturing, design, and system-integration capabilities across the US and Mexico while supporting cloud service provider investment needs.

OpenAI raises record US$122 billion, paving way for superapp pivot

Apr 1

Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature

Apr 1

Geopolitical jitters shake markets as AI shores up Taiwan's economic future

Apr 1

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ICT MANUFACTURINGFoxconn rotates CEO to Michael Chiang to tighten profit discipline and governance

Apr 2, 08:58

Foxconn said on April 1 that it completed its rotating CEO handover, appointing Michael Chinag as the new rotating CEO effective immediately, with Kathy Yang stepping down after completing her term.

AIACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround

Apr 2, 08:05

Benefiting from the AI infrastructure boom, Taiwan-based soft magnetic ferrite core and silicon carbide (SiC) powder supplier Acme Electronics Corporation (ACME) expects growth in its soft magnetic core business in 2026, as AI servers drive demand for high-performance passive components and SiC-based power devices.

AIInterview: How Europe's two-year AI lag is becoming a security liability

Apr 2, 08:04

While North America and Asia race to deploy "physics-bending" AI hardware, Europe has opted for a "wait-and-see" approach, shielded by thick layers of regulation. In a DIGITIMES Asia interview, CONTEXT World senior analyst Aaron Smith argues this is creating a vulnerability window. As Europe moves cautiously to ensure regulatory compliance, it is inadvertently extending the life of aging, insecure legacy systems. Meanwhile, advanced AI cyberattacks are intensifying, adding pressure to European enterprises.

ICT MANUFACTURINGEnnoconn advances retail solutions with integrated hardware and services

Apr 2, 08:03

Facing the AI wave, Ennoconn chairman Steve Chu revealed at an earnings call held on March 30, 2026, that its system integration revenue surpassed NT$20 billion (US$622.8 million) in 2025. With NCR Voyix projects expected to ramp up from the second quarter of 2026, AI-powered smart retail is poised to become a key growth driver for the company. Ennoconn is shifting its retail strategy from supplying standalone devices toward delivering comprehensive solutions that integrate hardware, systems, and services.

ICT MANUFACTURINGTaiwan deploys air force and drones for cloud seeding in Hsinchu

Apr 2, 08:02

Facing drought conditions, Taiwan's government has mobilized the air force and drones to conduct cloud seeding operations near the area over the Hsinchu Science and Industrial Park, a center of Taiwan's tech industry.

SOFTWARE, BIG DATASalesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud

Apr 2, 08:01

US CRM software provider Salesforce has established its Taiwan subsidiary and opened a Taipei office in early 2026, underscoring Taiwan's role in the global semiconductor and AI supply chain.

AIApple at 50: From PC to mobile, AI shift now in focus

Apr 1

Apple marks its 50th anniversary on April 1, after helping shape multiple waves of the technology industry, from personal computing to the internet and mobile eras. As artificial intelligence (AI) emerges as the next phase, the company is coming under closer scrutiny in the transition.

ICT MANUFACTURINGSharp names Kawamura as CEO, shifts to growth after restructuring

Apr 1

Sharp has named Tetsuji Kawamura as its president and chief executive officer, effective April 1, marking a shift from restructuring to growth as the company looks to expand its global brand alongside parent Foxconn Technology Group.

AITaiwan panel leaders pivot: AUO targets CPO, Innolux advances FOPLP

Apr 1

Taiwan's panel industry is undergoing a collective transformation, with its two major players adopting distinct technology paths.

AIHuawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

Apr 1

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to CNY68 billion (approx. US$9.87 billion). Growth slowed sharply from 22.4% in 2024, leaving revenue just below its 2020 peak of CNY891.4 billion and raising the bar for further expansion, analysts cited by Chinastarmarket.cn said.

ICT MANUFACTURINGGaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production

Apr 1

In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the adoption of gallium nitride (GaN) will rise rapidly, at a higher rate than silicon carbide (SiC).

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