Anthropic PBC has filed a lawsuit against the US government after the Pentagon designated the AI startup a national security supply-chain risk, escalating a dispute over the company's refusal to lift restrictions on the military use of its technology. In a complaint filed March 9 in federal court in California, the San Francisco-based company alleged the designation was unlawful and requested that a judge block federal agencies from enforcing related directives. The move follows a decision by the US Department of Defense to shift its AI work away from Anthropic and its Claude chatbot.
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply prompted contract and pricing changes to protect margins and secure capacity.
Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts said the company navigated rising component costs better than expected, although cloud and AI revenue slightly missed estimates. The company also raised parts of its full-year outlook.
Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region at its Lunar New Year media event. General Manager Eddy Lin emphasized that geopolitical conflicts remain a concern, but ongoing semiconductor capacity expansion, supply chain diversification, edge AI upgrades, data center buildout, and critical system monitoring will drive double-digit growth for Moxa in 2025.
Taiwan is accelerating its push into quantum computing. As global competition intensifies — with the US, China, and Europe all pouring resources into the technology — the island is moving beyond lab research and into full-scale commercialization.
Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month and rose 43.2% year-over-year, reaching the third-highest monthly level on record. Quanta said the high unit prices of AI servers and firm order demand will drive revenue growth in 2026, while notebook revenue will fall below 20% of the total.
The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve supply security.
Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components, and renewable energy. In 2025's volatile market, SAS's subsidiaries—including GlobalWafers and affiliates Taiwan Specialty Chemicals (TSC), Actron Technology (ATC), and Advanced Wireless Semiconductor Company (AWSC)—have successfully secured profits in advanced processes and AI applications through technological collaboration.
AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media, sparking discussions with its near-realistic visuals and extremely low production costs.
IEI Integration faced pressure on revenue and profits throughout 2025, with a further decline recorded in February 2026, citing geopolitical tensions, material shortages, tariffs, and New Taiwan dollar appreciation. The company also pointed to fewer working days during the Lunar New Year holiday and early-stage new product introductions as contributing factors in February 2026.
Ability Enterprises reported monthly revenue of NT$664 million (US$20.85 million) for February 2026, a 32.22% increase year on year, despite fewer working days.
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