CONNECT WITH US
Wednesday 11 March 2026
WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery
IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two months of 2026, cumulative consolidated revenue reached approximately NT$300.2 billion, marking an 89.1% increase year over year.
Wednesday 11 March 2026
China moves to curb OpenClaw use at banks, agencies due to security concerns

Chinese authorities have moved to curb the use of OpenClaw AI software across government agencies and state-owned enterprises (SOEs), including major banks, amid rising concerns over potential security risks linked to the rapidly spreading AI agent platform.

Wednesday 11 March 2026
Nvidia reportedly develops open-source NemoClaw to challenge OpenClaw
Nvidia is reportedly developing a new AI agent framework, NemoClaw, positioning it as a challenger to the fast-growing OpenClaw ecosystem in the emerging AI agent market.
Wednesday 11 March 2026
Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead

Tencent is reportedly developing an AI agent for its flagship messaging platform WeChat, a move that could reshape how users interact with services across China's largest digital ecosystem.

Wednesday 11 March 2026
ASE breaks ground on AI advanced packaging site in Southern Taiwan, set for 2Q28 completion
ASE Technology Holding has broken ground on its third technology park in Nanzi, Kaohsiung, focused on advanced semiconductor packaging and smart logistics, with construction to start within 2026 and finish by the second quarter of 2028, and a total investment of NT$17.8 billion (approx. US$559 million), senior vice president Mike Hung said.
Wednesday 11 March 2026
Early Anthropic funder reportedly raising US$3B in new funding as VC concentrates on AI leaders
Spark Capital, the first venture capital (VC) firm to invest in Anthropic, is reportedly raising roughly US$3 billion in new funds, according to The Information. This new amount, 50% higher than the funds it raised two years ago, comes as leading AI companies have received record-breaking investments within just the first two months of 2026 alone.
Wednesday 11 March 2026
OpenClaw craze sees Mac minis briefly sold out in China as AI agent costs top CNY10,000
China's latest AI trend has moved beyond developer experiments. The rapid rise of OpenClaw, an open-source AI agent nicknamed "lobster," is driving hardware purchases, installation services, and a broader push by Chinese cloud and device companies to bring AI agents into mainstream computing.
Wednesday 11 March 2026
JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

JCET, China's leading semiconductor packaging and testing provider, has launched a facility focused on automotive electronics and robotics chips, strengthening the country's vehicle-grade semiconductor manufacturing ecosystem.

Wednesday 11 March 2026
Japan's investment list targets AI, quantum computing, and semiconductors
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg.
Wednesday 11 March 2026
Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub

Applied Materials has partnered with memory chipmakers Micron Technology and SK Hynix to develop next-generation memory technologies for AI and high-performance computing.

Wednesday 11 March 2026
OpenClaw AI agents pull 13 tech companies into China's cloud and device ecosystem
China's technology sector is embracing a new trend known as "raising the lobster," developer slang for deploying and operating the open-source AI agent platform OpenClaw. What began in developer communities is spreading to cloud providers, device makers, and enterprise software platforms as companies move to integrate AI agents into their ecosystems.
Wednesday 11 March 2026
OpenClaw downloads eclipse Linux's 30-year reach in three weeks, Nvidia CEO flags AI agent surge
The open-source AI agent platform OpenClaw is rapidly emerging as a key milestone in AI, with Nvidia CEO Jensen Huang calling it one of the most important software breakthroughs of the current era.
Wednesday 11 March 2026
Asus and Foxconn lead Taiwan's AI City National Team as Middle East conflict escalates
The conflict in the Middle East unexpectedly affected a data center operated by major cloud service provider (CSP) AWS, once again highlighting the urgent need for sovereign AI. Taiwanese companies are also seizing the chance to capture new business. The 2026 Smart City exhibitions in Taipei and Kaohsiung will open next week. For the first time, the 2026 event will feature a full suite of solutions from the "Taiwan AI National Team," led by major companies such as Asus and Foxconn.
Wednesday 11 March 2026
Oracle says AI will augment, not kill, enterprise SaaS
Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical applications and to keep private data close to systems of record.
Wednesday 11 March 2026
Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction capacity is completed, estimating accelerator gross margins in the 30% to 40% range and pointing to higher-margin adjacent services and database offerings to lift overall profitability.
Wednesday 11 March 2026
Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud infrastructure and easing investor concerns about whether the company could finance its ambitious data-center expansion.
Wednesday 11 March 2026
Pegatron sees February 2026 revenue drop amid seasonal slowdown
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and 17.6% from the same period a year earlier, marking its lowest point in the past six months. Cumulative revenue for the first two months of 2026 totaled NT$160.14 billion, a 14.73% year-over-year decline.
Wednesday 11 March 2026
AW 2026 marks the dawn of autonomous manufacturing
Smart Factory + Automation World (AW) 2026 wrapped up its three-day run from March 4–6 at the COEX exhibition center in Samseong-dong, Seoul. The event showcased the transformation of manufacturing through AI and humanoid robotics.
Wednesday 11 March 2026
Asus sees 50% brand revenue growth in first two months
Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative revenue surged 46.67% compared with last year to NT$122.289 billion (US$3.8 billion), while Asus brand revenue jumped 49.76% to NT$113.115 billion.
Wednesday 11 March 2026
Gemtek reports full-year revenue rise despite net loss after one-time charges
Gemtek Technology's board approved the financial report for 2025 on March 9, reporting full-year consolidated revenue of NT$16.493 billion (approx. US$520 million) and a gross margin increase to 13.8%.
Wednesday 11 March 2026
TPIsoftware's push for enterprise sovereign AI could accelerate Taiwan's AI deployments and reshape vendor partnerships
Software firm TPIsoftware said it expects double-digit revenue growth momentum in 2026, targets short-term profitability, and aims to double revenue within three to four years while fully promoting enterprise sovereign AI to help Taiwan's key industries build AI transformation capabilities.
Wednesday 11 March 2026
Shenzhen, Wuxi offer million-yuan subsidies to draw OpenClaw AI agent startups
Following Shenzhen Longgang district's rollout of the "Lobster Ten Measures" subsidy program supporting OpenClaw and OPC community development, the Wuxi National Hi-Tech District (WND) in Jiangsu province has introduced similar incentives. The district released a draft policy titled Several Measures on Supporting the Integrated Development of OpenClaw and Other Open-Source Community Projects with the OPC Community, outlining 12 measures with support of up to CNY5 million (approx. US$723,000) per project to attract AI agent developers and startup teams.
Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the company's latest monthly sales release.
Tuesday 10 March 2026
Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing and rising global defense budgets that boosted defense-related shipments. Revenue from these segments doubled, the company said. Winmate added that the industry has entered a new growth cycle, providing clear momentum for operations and profitability in 2026.

Tuesday 10 March 2026
Iran conflict threatens Gulf data center boom as attacks mount
The widening conflict involving Iran is beginning to ripple through the global AI industry, raising new questions about the security of Gulf-backed data center projects and the resilience of regional cloud infrastructure. Gulf states are expected to invest more than US$300 billion in data centers, chips, and other AI infrastructure, but recent drone strikes on Amazon Web Services (AWS) facilities have highlighted the vulnerability of these projects, according to reports by The Information and The Guardian.