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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.
Thursday 5 March 2026
Pichai congratulates Google Taiwan's 20th anniversary, eyes AI era milestones
Google Taiwan marked its 20th anniversary this year, highlighting its evolution into a major hardware and AI infrastructure hub outside the company's US headquarters. At a March 4 press event, executives outlined priorities for talent development and social applications of AI.
Thursday 5 March 2026
UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value
With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He noted that exclusive suppliers face a severe impact, while alternatives exist if supplies are not unique.
Thursday 5 March 2026
Jack Ma: AI tech evolves weekly, outpacing society's readiness
Amid the intensifying global race in generative AI, Alibaba founder Jack Ma recently appeared alongside senior executives at Hangzhou Yungu School to address the technology's rapid evolution. Ma bluntly said that AI's technological capabilities are iterating on a "weekly" basis, warning that society's preparedness is struggling to keep pace.
Thursday 5 March 2026
AW 2026: Asus outlines edge AI strategy for smart city deployments

ASUS IoT is redefining the urban landscape by positioning itself as the high-performance backbone for modern smart cities, using edge AI and machine learning to transform infrastructure into proactive, life-saving networks. At Automation World (AW) 2026, ASUS said that by deploying edge computers and intelligent sensors, it facilitates real-time traffic management, automated emergency response, and energy-efficient smart poles. This is all while navigating the complex regulatory and privacy landscapes of global markets. ASUS's approach targets 40% reductions in crime, 20% shorter commutes, and 15% lower greenhouse-gas (GHG) emissions. It is clear the company is preparing for a counterstereotypical future of smart cities, where "intelligence" may even adopt new meanings.

Thursday 5 March 2026
Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government rolls out incentives to accelerate the sector's development.

Thursday 5 March 2026
Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last such round before OpenAI's public listing.
Thursday 5 March 2026
AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology and AI leaders, including Amazon, Meta, Microsoft, Google, xAI, Oracle, and OpenAI, are scheduled to gather in Washington to sign the Ratepayer Protection Pledge.

Thursday 5 March 2026
Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and strategic plans, executives told investors on the firm's earnings call for the first quarter of fiscal 2026. Management framed the move as an extension of long‑running customer partnerships and supply‑chain positioning rather than a risky new business line.
Thursday 5 March 2026
Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to begin volume XPU use in 2027. Management framed the programs as deep, multi‑year partnerships tied to large gigawatt‑scale capacity plans and said Broadcom has secured the supply chain to support the ramps through 2028.
Thursday 5 March 2026
Egis showcases satellite and drone integration at MWC 2026
Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and low-power intelligent computing, the group is highlighting its comprehensive capabilities in satellite IoT, edge AI visual perception, drone system integration, ultra-low latency wireless transmission, and ultra-low power AI chips.
Thursday 5 March 2026
Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers
Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling capacity utilization and mounting labor disputes.
Wednesday 4 March 2026
Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP) markets has kept orders for high-end test interfaces robust, supporting continued year-over-year revenue growth in February 2026.
Wednesday 4 March 2026
AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026
AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and emerging AI-native hardware. The companies say the work adapts AGI's hybrid agent architecture to Snapdragon processors, with a roadmap toward executing the full stack locally on devices.
Wednesday 4 March 2026
Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion
With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand to exceed 5GW by 2030, averaging an annual increase of roughly 1GW. Overall, Taipower is projecting a significant surge in system-wide electricity consumption from 2026 to 2035, with average annual growth more than double the pace during the past decade.
Wednesday 4 March 2026
Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However, their profitability trajectories diverged, reflecting different stages of commercialization and investment intensity.
Wednesday 4 March 2026
Mitac expands US server capacity, eyes growth in 2026
Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners of the parent reaching NT$6.84 billion and earnings per share (EPS) of NT$5.15.
Wednesday 4 March 2026
AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals
AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet growing data center demand, CEO Lisa Su said at the Morgan Stanley TMT conference.