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Saturday 14 March 2026
AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx. US$2.49 billion), a record for the same period. Despite fewer working days due to the Lunar New Year holiday, revenue still rose 9.4% year-over-year. Revenue for the first two months of 2026 reached NT$174.85 billion, up 26.1% from a year earlier.

Saturday 14 March 2026
US leads global AI readiness ranking, Asia claims half of top ten
The Global AI Brain Race Report 2026, published by research group EssayHumanizer, ranks more than 100 countries based on the strength of their artificial intelligence ecosystems. The report places the US firmly in first place with an overall score of 82 out of 100, followed by China at 59 and Singapore in third at 37.
Saturday 14 March 2026
Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence (AI) servers, high-performance computing (HPC), and advanced semiconductors. Benefiting from robust AI server orders and the gradual rollout of new production capacity for 800G switches, revenue related to its copper-clad laminate (CCL) business has also grown multifold.
Saturday 14 March 2026
FedEx expands Taiwan hub to meet AI and semiconductor logistics surge
FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the AI and semiconductor sectors. The upgraded facility doubles operational space and integrates an automated sorting system capable of processing over 10,000 parcels daily, supporting rapid growth in the high-tech, semiconductor, and e-commerce industries.
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 and weakening consumer electronics demand could pose headwinds for the sector in 2026.
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 division, said the initial wave of S26 pre-orders exceeded expectations, with overall sales growing 25% compared to the previous generation.
Saturday 14 March 2026
Interview: EdgeRunner AI CEO on navigating ethical and strategic row over military AI
Recent years have seen the dawn of a new era in warfare as militaries incorporate AI technologies into their operations. With countries seeking to gain the military edge, companies like EdgeRunner AI argue that they are the next frontier in warfare, creating products better suited for battle than LLMs such as Anthropic's Claude.
Friday 13 March 2026
In an age of AI and Trump, even supercomputers can't tell us what comes next
James C. Liao, president of Academia Sinica — Taiwan's foremost government-funded research institution and the country's equivalent of a national academy of sciences — has a sobering message for an era captivated by artificial intelligence: neither human experience nor computational power can accurately forecast the future.
Friday 13 March 2026
Hygon revenue jumps 57% as AI compute boom lifts China's x86 chip contender
Generative AI is rapidly reshaping the global computing industry, driving demand for advanced processors and accelerating China's push for domestic AI chips. Among the emerging players, Hygon Information Technology has become one of the most closely watched, combining rapid revenue growth with a key role in China's effort to build an independent AI computing infrastructure.
Friday 13 March 2026
APMIC's US$7 million Series A financing could accelerate on-premise private AI small model adoption
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.
Friday 13 March 2026
ByteDance's overseas chip play puts Washington in a bind
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.
Friday 13 March 2026
Smart City Summit & Expo broadens scope with AI city pavilion, robotics and virtual power plants
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.
Friday 13 March 2026
AI server tracker: February revenue highlights across testing, design services, and rail kits

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.

Friday 13 March 2026
Flytech's AI software drives revenue past NT$100M in 2025
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.
Friday 13 March 2026
Drone, robotics boom fuels Taiwan carbon fiber demand
Surging demand for unmanned vehicles is driving renewed interest in lightweight materials, as endurance limitations remain a key obstacle to large-scale commercialization. The trend is pushing the use of carbon fiber composites beyond traditional aerospace and high-end sports equipment applications and into the core supply chains of drones and robotics.
Friday 13 March 2026
Wistron boosts investments in Taiwan and US to expand AI server capacity
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).
Friday 13 March 2026
Lite-On sees AI infrastructure demand locked in for 18 months
Lite-On Technology expects demand for artificial intelligence infrastructure to remain resilient through 2026, even as escalating tensions between the US and Iran weigh on the global economic outlook, according to company president Anson Chiu.
Friday 13 March 2026
Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client procurement" strategy, transferring volatile material purchasing risks to clients with stronger bargaining power.
Friday 13 March 2026
GUC outperforms as design services navigate volatility

Global Unichip Corp. (GUC) emerged as a standout performer in the design services sector for February 2026, reporting revenue of NT$3.4 million (approx. US$106,454). This represents a powerful 60.15% increase compared to the same period last year, contrasting with the wider sector's cyclical challenges.

Friday 13 March 2026
Adobe reports strong earnings as CEO announces planned departure

Adobe reported stronger-than-expected quarterly results while announcing that longtime CEO Shantanu Narayen will step down after nearly two decades leading the software company. The company said Narayen will remain CEO until a successor is appointed and will continue as chair of the board afterward, according to CNBC.

Friday 13 March 2026
Apple prepares for its 50th anniversary with global celebrations as speculation grows over new products
Apple said it will celebrate its 50th anniversary in the coming weeks with events recognizing its history and global user community, while media reports suggest the milestone could also bring new marketing campaigns, software updates, and possibly new devices.
Friday 13 March 2026
AW 2026: a reality check for the fully autonomous era
Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation.
Friday 13 March 2026
Samsung targets 2nm process for HBM4E base die to boost AI chip edge
Samsung Electronics is reportedly planning to adopt a 2-nanometer (nm) process for the base die of its next-generation high-bandwidth memory (HBM), HBM4E, aiming to enhance its technological competitiveness. Industry experts see this as part of Samsung's broader strategy to leverage its advantage as a leading integrated device manufacturer (IDM) in the global AI semiconductor race.
Friday 13 March 2026
Ayar Labs, Wiwynn team up to develop co-packaged optics rack-scale AI infrastructure
Ayar Labs and Wiwynn announced a strategic partnership to deliver optically connected, rack-scale AI systems designed for next-generation hyperscale AI workloads.
Friday 13 March 2026
Sysgration targets double-digit growth in AI server BBU power in 2026
Leveraging a dual-track strategy in AI server power supplies and AI edge computing applications, electronic components maker Sysgration announced it has officially transitioned from its preparation phase into a harvesting period. Helped along by Pegatron's strategic investments, the company expects operational growth to reach double digits in 2026, with growth in data centers fueling demand for battery backup units (BBUs).