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Mar 12

AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February

Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following overview covers the consolidated February sales performance of several key Taiwanese firms across three sectors — power supply, IC substrates, and thermal solutions — based on company disclosures.

Qisda bets on AI to drive 2026 turnaround

Mar 12

Google completes US$32 billion Wiz acquisition, cementing cloud security push

Mar 12

Meta acquires Moltbook to bolster Superintelligence Labs

Mar 12

MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand

Mar 12

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AIAPMIC's US$7 million Series A financing could accelerate on-premise private AI small model adoption

Mar 13, 14:37

APMIC announced it completed a US$7 million Series A financing round led primarily by Pasadena-based private equity fund AIPO, with participation from companies including Trend Micro.

AIByteDance's overseas chip play puts Washington in a bind

Mar 13, 14:36

ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring the growing geopolitical tensions surrounding the global AI chip supply chain.

ICT MANUFACTURINGSmart City Summit & Expo broadens scope with AI city pavilion, robotics and virtual power plants

Mar 13, 14:29

The Smart City Summit & Expo and Net Zero City Expo will open next week across Taipei and Kaohsiung, maintaining a dual-city format for 2026 and expanding its focus from net zero and sustainable energy to AI-driven end-user applications.

AIAI server tracker: February revenue highlights across testing, design services, and rail kits

Mar 13, 14:16

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing, design services, and mechanical infrastructure sectors. While seasonal factors such as the Lunar New Year holiday influenced month-over-month figures, significant year-over-year surges underscore a sustained demand for high-performance computing (HPC) and AI applications.

ICT MANUFACTURINGUS puts East Asian countries on notice in sweeping 60-economy forced labor probe

Mar 13, 14:13

On March 12, 2026, the US Trade Representative launched investigations covering 60 economies under Section 301(b) of the Trade Act of 1974 to determine whether each economy's acts, policies, and practices — related to a failure to impose and effectively enforce a ban on the importation of goods produced with forced labor — are unreasonable or discriminatory and burden or restrict US commerce.

ICT MANUFACTURINGMicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026

Mar 13, 12:46

ASIC vendor MicroIP showcased its AIVO visual algorithm technology, CATS chip solutions, and numerous EDA tools from affiliate Arculus at Embedded World 2026. The company highlighted a drone controller enhanced by AIVO to improve flight control efficiency, notably emphasizing that the entire product is made in Taiwan, offering a market advantage.

PC, CEAcerpure expands in India with new AC line aimed at hot, energy-conscious market

Mar 13, 12:15

Acerpure has introduced a new range of air conditioners in New Delhi as it moves to deepen its presence in India's home appliance sector, riding rising demand driven by soaring summer temperatures and growing household air conditioner penetration.

SERVER, IPC, CLOUD COMPUTING, IOTChenbro Micom revenue tops NT$20 billion on data center boom

Mar 13, 12:10

Server chassis manufacturer Chenbro Micom said demand from artificial intelligence applications continues to accelerate data center construction in the first half of 2026, supporting a recovery in the general-purpose server market and sustaining steady operational growth.

SOFTWARE, BIG DATAFlytech's AI software drives revenue past NT$100M in 2025

Mar 13, 12:03

To align with the industry trend of hardware-software integration, industrial PC (IPC) maker Flytech has invested in AI software development since 2019. After years of development, its three software subsidiaries all delivered strong performances in 2025, boosting the related revenue share from 0.1% in 2023 to about 2%, a more than 20-fold increase.

IT COMPONENTS, PERIPHERALSUS and Chile start talks on rare earths and critical minerals

Mar 13, 11:55

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

SERVER, IPC, CLOUD COMPUTING, IOTWistron boosts investments in Taiwan and US to expand AI server capacity

Mar 13, 11:38

Wistron announced plans to increase investments by up to NT$1.82 billion (approx. US$57.13 million) to improve buildings and acquire equipment for its Hsinchu facility in Taiwan, in response to growing demand driven by artificial intelligence (AI).

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