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Mar 6
Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected to grow at a double-digit rate from approximately NT$8.1 trillion (approx. US$253 billion) in 2025, provided there are no major uncertainties.

China's draft 15th Five-Year Plan for 2026–2030 signals that Beijing is seeking to rebalance its economic model while keeping technological development at the center of national strategy.
The Taiwanese government has decided to advance its second-phase quantum computing program. It will build a high-power quantum computing (HPQC) heterogeneous hybrid computing system in southern Taiwan, inviting international vendors to bid.
Genius Electronic Optical (GSEO) announced its February 2026 operating results on March 6, reporting a consolidated revenue of NT$1.461 billion (US$45.6 million), down NT$1.054 billion from January's NT$2.515 billion, a 41.89% month-on-month decline. However, this figure represents a 5.14% year-on-year increase of NT$71.43 million compared to NT$1.39 billion in February 2025.

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan. Strong demand from generative AI applications has pushed AI server sales worldwide. Some Taiwanese system assemblers have begun preparing for the next phase of computing infrastructure: if customers eventually seek AI servers integrated with quantum computing capability, can Taiwan supply them?

China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct transformation paths in 2025 and early 2026.
The launch of the US$599 MacBook Neo has sparked a global debate over how Apple managed to hit such a breakthrough price point without abandoning its premium identity. While industry analysts initially expected a return to the plastic "MacBook" shells of the 2000s, Apple has instead doubled down on its signature metal. The company is deploying a secretive new manufacturing process that experts believe could soon redefine the production of the iPhone and Apple Watch.
MWC 2026 placed comprehensive AI integration front and center. The show covered everything from smartphones and wearables to telecom networks and cloud infrastructure. Industry observers noted that AI is reshaping the entire sector's development trajectory.
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence in Foxconn's AI server shipments and market share prospects.
The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like Compeq Manufacturing Co. and Unitech Printed Circuit Board Corp. expected to reach peak shipments in the fourth quarter of 2025.
Contract manufacturing giant Jabil plans to wind down operations at its Clinton, Massachusetts, facility and consolidate production at its nearby site in Devens, according to company statements and media reports.
The White House is reportedly drafting a new regulatory framework that would tighten US oversight of global AI chip exports. This move could reshape how advanced computing power is distributed worldwide.