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Friday 6 March 2026

AW 2026: how AX is advancing traditional automation

Automation World (AW) 2026 has concluded at COEX in Seoul, marking a turning point regarding hardware-centric automation. As the industry faces pressures from demographic shifts, supply chain volatility, and changing regulations, the event served as a global stage for the transition toward physical AI and Software-Defined Automation (SDA).

Friday 6 March 2026

Nvidia's LPU push could reshape inference economics as OpenAI signals major buy

Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing to be a major customer, according to a Wall Street Journal report.

Friday 6 March 2026

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.

Friday 6 March 2026

Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain

The high-stakes game of chicken between Silicon Valley and the Pentagon escalated into a formal legal war on March 6. Following a week of social media threats and collapsed negotiations, the Department of Defense has formally notified Anthropic PBC that the company and its products are officially deemed a "supply chain risk," a designation typically reserved for foreign adversaries.

Friday 6 March 2026

Alibaba faces questions over Qwen continuity after sudden departures and structural shift

Alibaba Group Holding Ltd.'s core team behind its Qwen large language model faced renewed turbulence after the abrupt resignation of its original technical lead prompted an emergency all-hands meeting on March 4. CEO Eddie Wu addressed the Qwen team in person as management sought to steady internal concerns.

Friday 6 March 2026

Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains

In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization meant these systems could apply learned semantic and analytical skills to new instructions and unfamiliar problem settings while maintaining stable performance. Multi-tasking meant a single foundation model could power translation, summarization, image generation, and question answering without requiring separate task-specific architectures.

Friday 6 March 2026

Taiwan and US to jointly boost investments in five trusted industries

Taiwan's government is actively promoting developments in the "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance, and next-generation communications. As the Ministry of Economic Affairs (MOEA) points out, the strategic significance of these industries helps to strengthen Taiwan's position in the global supply chain, enhance competitiveness across various industrial sectors, create high-paying jobs, and improve national security and resilience.

Friday 6 March 2026

AW 2026: Wonik Robotics redefines precision dexterity in humanoids

While the global humanoid race has largely focused on bipedal locomotion, Wonik Robotics is doubling down on a bottom-up strategy that prioritizes high-dexterity manipulation as the foundation of Physical AI. Following its showcase at Automation World (AW) 2026, the company is pivoting from a decade of research-led development towards a specialized hardware ecosystem for US big tech.

Friday 6 March 2026

Advantech targets 30% global edge AI platform share in new 5-year vision

Advantech has announced a new roadmap for its mid-to-long-term transformation, with chairman KC Liu stressing that that following a year of operational and business adjustments in 2025, the company will focus its brand around edge computing and AI-powered WISE (wireless IoT solutions embedded) beginning in 2026, to position itself as a key player in deploying scalable edge AI in industrial and enterprise settings.

Friday 6 March 2026

Unitree, Leju, and AgiBot showcase humanoid robots at AW 2026

China's leading humanoid robot developers gathered at Smart Factory and Automation World 2026 (AW 2026) in South Korea, where companies including Unitree Robotics, Leju Robot, and AgiBot showcased their technologies and outlined commercialization strategies for humanoid robots.

Friday 6 March 2026

South Korea launches first physical AI data factory to catch up with China's robot data edge

As the robotics industry accelerates, data collection has become a critical factor in driving real-world industrial adoption and realizing true AI factories. South Korean startup Maum.AI inaugurated its first "Physical AI Data Factory" at its Seongnam headquarters in Gyeonggi-do province, aiming to accelerate the commercialization of physical AI in South Korea through a validation-centered learning infrastructure.

Friday 6 March 2026

Amtran hits 9-year revenue high in 2025 with product mix optimization

Benefiting from a global market rebound and optimized product portfolio, Amtran Technology's consolidated revenue reached NT$24.6 billion (approx. US$775.4 million) in 2025, up 6.13% from 2024 and marking the highest level in nearly nine years.

Friday 6 March 2026

Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive

Alibaba's large language model ambitions have been jolted by an unexpected leadership departure. In the early hours of March 4, the head of Alibaba Group's Qwen artificial intelligence model division, Lin Junyang, posted a brief message on X: "me stepping down. bye my beloved Qwen."

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January, impacted by the Lunar New Year holiday. However, driven by strong demand for cloud and networking products related to artificial intelligence (AI) servers, revenue still increased 8.06% compared with NT$551.38 billion in the same period of 2025.

Friday 6 March 2026

Exclusive Interview: How Space West is engineering the UK's defense identity

In the high-stakes landscape of the UK's space economy, regional specialization is becoming a matter of strategic survival. While Scotland has staked its claim on launch services and the Midlands on high-volume manufacturing, the West of England is consolidating a critical niche: Space West. This burgeoning cluster is positioning itself as the UK's primary nexus for secure communications, robotics, and defense-integrated innovation.

Friday 6 March 2026

Qisda sees February 2026 revenue decline, expands AI investment across three sectors

Qisda reported consolidated revenue of NT$14.394 billion (approx. US$453.8 million) in February 2026, down 18% month-over-month and 7% year-over-year, impacted by fewer working days during the Lunar New Year holiday. The company's cumulative revenue for the first two months of 2026 reached NT$32.033 billion, remaining flat compared to the same period in 2025.

Friday 6 March 2026

Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment

Ever since US and Israel joint forces launched attacks on Iran, widespread debate has erupted about the use of AI in warfare. On online platforms like Reddit, claims have surfaced that the US military has employed Anthropic's Claude and xAI's Grok models during the conflict in Iran, suggesting that large AI models have played a critical role in their operations. However, these assertions require a careful look at the facts.

Thursday 5 March 2026

State 'Big Fund' backs humanoid robotics with US$362M Galbot investment

China's embodied AI and humanoid robotics sector is drawing fresh investment, with two major financing deals signaling accelerating commercialization.

Thursday 5 March 2026

Coex welcomes AW 2026, accelerating AI-driven industrial transformation

Asia's leading manufacturing AX expo, The Smart Factory + Automation World (AW) 2026, has commenced, taking place from March 4-6, 2026, at Coex in Seoul, South Korea. The event will occupy the entire Coex venue and mark the largest edition in the show's history. Under the theme, "Autonomy, the Driver of Sustainability," AW 2026 is signaling a shift from a traditional smart factory and digital transformation (DX) focused exhibition to a next-generation industrial platform centered on AI and humanoid-driven autonomous manufacturing.

Thursday 5 March 2026

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President of the Embedded Sector Miller Chang. They explained how the company leveraged growing edge AI demand to drive overall operations to new highs despite uncertainties from geopolitical tensions, tariffs, and supply chain fluctuations.

Thursday 5 March 2026

Anthropic reportedly reopens Pentagon AI talks after blacklist threat

Negotiations between AI startup Anthropic and the US Department of Defense have resumed after talks collapsed last week, while a leaked internal memo criticizing OpenAI's Pentagon agreement has raised tensions. The episode highlights growing disputes between AI developers and defense officials over how advanced models should be used in military operations.

Thursday 5 March 2026

Elan eyes growth from AI drone modules despite PC market decline

Touch chipmaker Elan held an investor briefing on March 3, 2026, sharing a positive outlook despite challenges in the PC sector. The company noted that customers are accelerating orders ahead of expected cost increases, making the first quarter of 2026 a seasonally strong quarter rather than a typical slowdown. While overall PC shipments may be pressured by memory supply constraints throughout 2026, Elan expects demand to concentrate on high-end products, boosting shipments of its advanced-spec offerings.

Thursday 5 March 2026

OpenAI is reportedly developing a GitHub alternative, raising questions for the AI industry

OpenAI is developing an alternative to GitHub, Microsoft's popular code repository that lets software engineers store, share, and collaborate on computer code, according to The Information, citing unnamed sources. The project is still nascent and likely won't be completed for months. OpenAI could ultimately decide not to release the product publicly, reserving it for in-house developers only.

Thursday 5 March 2026

Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1

Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and General Manager David Lo said, noting AI is reshaping semiconductor design, 6G architecture, and cybersecurity.

Thursday 5 March 2026

Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience

Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year, continuing momentum after the group's return to profitability in 2025.

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