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Monday 16 March 2026
AI boom fuels cargo surge at Taoyuan Airport's free trade zone
Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...
Monday 16 March 2026
Global smartphone AP industry, 4Q 2025

Introduction

Monday 16 March 2026
Walrus Pump sees AI server liquid cooling driving tech pump shipments by the second quarter of 2026
Walrus Pump, Taiwan's leading water pump manufacturer, said liquid cooling for AI servers is growing, and it expects a significant increase in technology pump shipments by the second...
Monday 16 March 2026
Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand
Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering...
Sunday 15 March 2026
Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing
Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...
Sunday 15 March 2026
AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
Saturday 14 March 2026
TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity
Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment...
Saturday 14 March 2026
AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026
Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices...
Saturday 14 March 2026
Samsung S26 sales in Taiwan rise 25%, 1TB model accounts for 15% of orders
Samsung Electronics' annual flagship Galaxy S26 series recently opened for pre-orders and began deliveries on March 13. Qi-meng Chen, general manager of Taiwan Samsung's mobile communications...
Saturday 14 March 2026
Winbond raises DDR3 prices to match DDR4, accelerates shift to DDR4
Facing ongoing DRAM shortages and widespread capacity constraints, chipmaker Winbond has raised the price of its 4Gb DDR3 chips to match that of equivalent DDR4 products. The company...
Friday 13 March 2026
Memory prices hit Chromebook hardest, even with AI boom
Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...
Friday 13 March 2026
Flexium eyes 30% revenue from AI servers and smart glasses in 2026
After a challenging 2025, flexible printed circuit (FPC) giant Flexium Interconnect is optimistic about its revenue and profit outlook, driven by accelerated transformation in high-speed...
Friday 13 March 2026
India's PC shipments hit record in 2025 on AI notebook and enterprise demand
India's traditional PC market reached a record 15.9 million shipments in 2025, rising 10.2% year over year, according to IDC. Strong enterprise demand, rising adoption of AI-enabled...
Thursday 12 March 2026
Nvidia expands GPU market share as AIB shipments rise despite increased costs
Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...
Thursday 12 March 2026
Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double
Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.