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Wednesday 18 March 2026
Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC
On March 18, Foxconn (Hon Hai) announced a strategic partnership with SAP to accelerate the adoption of next-generation enterprise artificial intelligence across the Asia-Pacific region. The collaboration is built on the AI Factory initiative, which Foxconn says seeks to reshape future manufacturing processes and supply chain management while opening pathways for global deployment.
Wednesday 18 March 2026
Wistron eyes sales model shift as AI server volume squeezes margins
Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied to increased shipments of AI server racks weighed on profitability.
Tuesday 17 March 2026
Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink
Dixon Technologies (India) Limited disclosed on 16 March that it has issued a guarantee for its wholly owned unlisted material subsidiary, Padget Electronics Private Limited, in favour of Foxlink India Electric Private Limited. The disclosure was made to the Bombay Stock Exchange and the National Stock Exchange under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in compliance with a SEBI master circular dated 30 January 2026.
Tuesday 17 March 2026
Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films, positioning itself as an advanced materials supplier for next-generation industries.

Monday 16 March 2026
Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments. The company links rising demand to the new generation of GPU platforms entering mass production and to greater needs for system integration, rack-level assembly, and power and cooling architectures.
Monday 16 March 2026
India roundup: A reality check of chipmaking dream
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
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 year-over-year revenue growth. Wistron's revenue growth exceeded triple digits when Wiwynn is excluded. Companies expect March, the final month of the quarter, to mark the revenue peak for the first quarter of 2026.
Saturday 14 March 2026
Pan-International pivots to AI servers and robotics in pursuit of double-digit growth
Pan-International Industrial Corp. expects double-digit revenue growth in 2026 by concentrating on AI servers and robotics as its two main growth engines, chairman Kuang-yao Lee said. The company aims to boost new business contributions and "launch a high-growth cycle." Full-year 2025 revenue, however, is expected to remain roughly flat year over year amid tariff and raw material headwinds.
Friday 13 March 2026
Ai+ Smartphone to add 3 million device production capacity in India with Optiemus Electronics
Optiemus Electronics Limited (OEL), a wholly owned subsidiary of Optiemus Infracom Limited, has entered a manufacturing agreement with Ai+ Smartphone and NxtQuantum Shift Technologies India Private Limited to produce mobile phones, tablets, IoT devices, and advanced wearable products in India.
Friday 13 March 2026
India weighs new smartphone export incentives and US$11 billion chip fund
According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion to support semiconductor development—as New Delhi seeks to deepen electronics manufacturing and strengthen its position in global supply chains.
Wednesday 11 March 2026
Inventec ramps up 2026 capex in US to meet growing AI order demand
Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company detailed capital injections for North American subsidiaries, property acquisition in Texas, and a new factory in Mexico.
Wednesday 11 March 2026
MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint
MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained demand from hyperscale cloud data centers and cloud service customers. Production capacity is expected to scale up from the second quarter onward.
Wednesday 11 March 2026
India's Optiemus approves further equity investments in two wholly owned subsidiaries
Optiemus Infracom Limited informed stock exchanges that its Operations & Administration Committee approved further investments in two wholly owned subsidiaries in a meeting held on March 9.
Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence in Foxconn's AI server shipments and market share prospects.
Monday 9 March 2026
Jabil to wind down Clinton facility, shift production to Devens
Contract manufacturing giant Jabil plans to wind down operations at its Clinton, Massachusetts, facility and consolidate production at its nearby site in Devens, according to company statements and media reports.
Monday 9 March 2026
Exclusive: Compal advances Direct to Cell work, integrates communication modules into satellites
Compal Electronics Inc. is developing Direct-to-Cell (D2C) technology for smartphones and has begun integrating communication modules into satellites while negotiating with several international satellite operators, according to company vice president JS Liang.
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.

Thursday 5 March 2026
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company's expansion into the high-end data center storage supply chain.

Tuesday 3 March 2026
Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal is accelerating a structural shift with a goal of non-PC revenue reaching 40% in 2026.
Monday 2 March 2026
Taiwanese electronics firms showcase AI-driven connectivity and 5G infrastructure at MWC 2026
At MWC 2026 in Barcelona, Taiwanese electronics companies are highlighting how AI, edge computing, and next-generation connectivity are converging to reshape telecom and enterprise networks, with a strong focus on practical deployments across industry, cloud, and public infrastructure.
Monday 2 March 2026
India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise, and India's talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties.

Tuesday 24 February 2026
Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.
The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting the administration to switch to Section 122 of the Trade Act of 1974 and impose a temporary additional 15% tariff on global goods. The change has immediate implications for previously negotiated exemptions and for Taiwan's export sectors.
Tuesday 24 February 2026
US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues
The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including Apple Inc. Still, the administration responded with a new executive order imposing a 15% tariff on all imports for 150 days.
Friday 20 February 2026
AI server tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.
Monday 16 February 2026
India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision