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Wednesday 1 April 2026
Sharp names Kawamura as CEO, shifts to growth after restructuring

Sharp has named Tetsuji Kawamura as its president and chief executive officer, effective April 1, marking a shift from restructuring to growth as the company looks to expand its global brand alongside parent Foxconn Technology Group.

Wednesday 1 April 2026
Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature
Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies for AI data centers. Adam White, President of Infineon's Power & Sensor Systems division, said that Taiwan is the absolute core of the AI data center ecosystem, and the company will continue to collaborate closely with Taiwan's supply chain partners. Looking ahead, AI servers will gradually upgrade from the current 500 kW per rack specification to the megawatt level. Accordingly, the power semiconductor content in AI data centers will also reach US$150 per kW.
Wednesday 1 April 2026
Geopolitical jitters shake markets as AI shores up Taiwan's economic future
As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National Association of Industry and Commerce (CNAIC) Chairman Thomas T.L. Wu explained how the words and actions of US President Donald Trump have had a major impact on short-term market fluctuations. Although rising international raw material prices in the short term have caused disruptions such as inflation and delivery delays, Taiwan's economy benefits from the strong foundation of the AI and ICT industries, and its medium- to long-term outlook remains promising.
Wednesday 1 April 2026
GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production
In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the adoption of gallium nitride (GaN) will rise rapidly, at a higher rate than silicon carbide (SiC).
Wednesday 1 April 2026
Foxconn advances AI supply chain localization, splitting work between US and Mexico
Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery for global customers as it builds manufacturing, design, and system-integration capabilities across the US and Mexico while supporting cloud service provider investment needs.
Wednesday 1 April 2026
Samsung expands innovation campus in India to boost global digital talent pipeline
Samsung R&D Institute India, Bangalore, has expanded its Samsung Innovation Campus to six additional colleges, deepening its efforts to equip young learners with AI, IoT, and coding skills — strengthening digital workforce pipelines and international competitiveness while promoting inclusivity and employability through industry-aligned training and mentorship across India and beyond.
Wednesday 1 April 2026
Google flags rising quantum threat to crypto security, urges shift to post-quantum encryption

Google researchers have heightened concerns about the long-term security of cryptocurrencies, warning that advances in quantum computing could undermine the cryptographic foundations that protect digital assets such as Bitcoin, according to Bloomberg.

Wednesday 1 April 2026
Hiwin and other manufacturers bring high-load robotics hardware to Computex 2026

As global interest in robotics surges, Taiwan's technology trade shows are increasingly spotlighting the field. Beyond its longstanding presence at the Taipei International Automation Show, the 2026 Computex will feature an expanded "AI Robotics Zone," highlighting not only electronics companies vying for the lucrative "robot brain" market but also attracting precision machinery firms that have historically played a smaller role.

Wednesday 1 April 2026
Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals
Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip — by about 30%, according to a recent test. This gap has had a tangible impact on Samsung Electronics' Galaxy S26 series, with battery life varying significantly across regions depending on which AP the device uses.
Wednesday 1 April 2026
Samsung and Xiaomi bring new phones to Taiwan with AI features and hardware upgrades
Smartphone makers continue to roll out new models, as Xiaomi announced on March 31, 2026, that it will launch the POCO X8 Pro and POCO M8 5G series in Taiwan. Meanwhile, Samsung Electronics also unveiled two new Galaxy A series models — the A57 5G and A37 5G — marking the first time that an A series phone supporting e-SIM has been introduced in Taiwan.
Tuesday 31 March 2026
Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures
After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have replaced tariffs as the primary uncertainty, driving energy and material costs higher and prompting potential price increases across the sector.
Tuesday 31 March 2026
Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle.
Tuesday 31 March 2026
Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook
Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software, leading to a positive outlook for 2026. President Dave Lin noted that the second half typically outperforms the first, with subsidiary Protrade also seeing improved profits due to rising oil prices.
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year growth through February continue to point to strong structural demand, recent share price movements suggest that the market has begun to recalibrate expectations. The result is a growing divergence between backward-looking financial data and forward-looking capital market signals.

Tuesday 31 March 2026
US rare earth commissions stillwater magnet line, advancing domestic supply of critical materials
US Rare Earth's commissioning of its Stillwater commercial magnet production line enables deliveries of neodymium-iron-boron magnets in the second quarter of 2026, potentially easing supply constraints for critical technologies and positioning the company as a Western-aligned source for industries ranging from defense to electrification across global markets, including semiconductors, energy, and data centers.
Tuesday 31 March 2026
India approves new electronics component projects to deepen domestic supply chain
India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts and reduce reliance on imports. The latest approvals represent a planned investment of about INR71.04 billion (approx. US$750 million), with projected output of INR845.15 billion and an estimated 14,246 direct jobs.
Tuesday 31 March 2026
India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers
India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period, according to unnamed industry executives cited by The Economic Times. The report said authorities are refusing to certify products manufactured in China or that rely on Chinese-origin chipsets or firmware, effectively shutting major vendors out of one of the world's fastest-growing surveillance markets.
Tuesday 31 March 2026
DFI drives defense and automation growth amid rising edge computing demand
As edge computing moves from pilot phases to broad deployment, industrial PC vendors are shifting emphasis toward system stability, supply flexibility, and reduced long-term maintenance costs.
Tuesday 31 March 2026
Taipower freezes electricity rates in Taiwan amid volatile fuel prices
Amid ongoing conflict in the Middle East, Taiwan's Ministry of Economic Affairs (MOEA) convened an electricity price review committee on March 27. Taking into account the need to stabilize consumer prices, the committee decided not to adjust electricity rates, keeping the average price at NT$3.78 (approx. US$0.12) per kilowatt-hour (kWh).
Tuesday 31 March 2026
Custom chips demand spike draws Taiwan firms into ASIC arena
While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications, customers are seeking greater control at the silicon level, aiming to reduce their reliance on traditional chip giants.
Monday 30 March 2026
Microloops expands liquid cooling capacity in China and Vietnam to meet rising demand
Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions. Currently, Microloops' monthly liquid cooling plate output in China stands at 5,000 units, but by 2026, combined capacity across both locations is expected to reach 40,000 units, reflecting the rapid adoption of server liquid cooling technology.
Monday 30 March 2026
Aten International's AI rack push and consumer pivot set to reshape revenue mix and margins
Aten International reported revenue gains early in the year on the back of AI data-center demand and outlined plans to expand rack offerings and enter consumer electronics — moves that could alter its product mix and compress gross margins in the near term.
Monday 30 March 2026
China launches probe into US green product trade barriers
China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities to examine restrictive measures imposed by other countries.
Monday 30 March 2026
Swancor debuts fully recyclable AI robots, leveraging advanced composites for scalable industrial adoption
Swancor Holding's subsidiary, Swancor Robotech, on March 27, opened an intelligent robot application demonstration center in Neihu, Taipei, highlighting progress in integrating artificial intelligence (AI) and cybersecurity into its TaiiBot platform. The company aims to manufacture lightweight, 100% recyclable AI robots to accelerate large-scale industrial applications.
Monday 30 March 2026
Taiwan’s AI pivot: from chip factory to “silicon innovation island”
Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan Shih calls a "silicon innovation island". The Taiwanese government plans to do this through a series of infrastructure projects, from power generation to supercomputing.