In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been notable. The typical off-season has remained relatively active, largely driven by expectations of memory shortages and price increases, as well as concerns that component costs could rise in the near term. Industry players generally believe the pull-in demand will likely balance out between the first and second halves of 2026, suggesting that the traditional seasonal cycle of weak and peak periods may largely be absent this year.

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology and AI leaders, including Amazon, Meta, Microsoft, Google, xAI, Oracle, and OpenAI, are scheduled to gather in Washington to sign the Ratepayer Protection Pledge.

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company's expansion into the high-end data center storage supply chain.