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Saturday 14 February 2026

After US deal, Taiwan pushes economic resilience into Europe and the global south

Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington imposes "Section 232" tariffs on semiconductors and related derivative products. Taiwan's Ministry of Economic Affairs (MOEA) and Ministry of Foreign Affairs (MOFA) said the agreement will serve as a foundation for advancing President Ching-te Lai's "economic resilience" strategy and expanding Taiwan's international economic influence.

Friday 13 February 2026

Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026

Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand for grid upgrades in the US. Major players—including Shihlin Electric and Engineering Corporation (SEEC), Chung-Hsin Electric and Machinery (CHEM), Fortune Electric, and Allis Electric—all reported record-high January revenues compared to previous years, reflecting a simultaneous surge in both export orders and domestic infrastructure demand for transformers.

Friday 13 February 2026

Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp

Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources say, reversing an earlier 50:50 air‑to‑liquid split to roughly 90% air‑cooled and 10% liquid or less as production nears. This change could slow broader adoption of liquid cooling in AI server fleets.

Friday 13 February 2026

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product mix and dynamic pricing to protect margins, even as AI becomes its fastest-growing revenue engine.

Thursday 12 February 2026

Young Optics narrows losses as it shifts toward AI-focused products

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and higher capacity utilization. The Taiwanese optical components maker reported a full-year net loss of about NT$9 million (approx. US$284,600), a dramatic improvement from the year before.

Wednesday 11 February 2026

Pan-International January revenue drops as tariff concerns delay orders

Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed orders amid concerns over reciprocal tariffs.

Wednesday 11 February 2026

Delta Electronics overseas unit hit by cyberattack with data leak risk

Taiwanese power supply giant Delta Electronics announced on February 9 that its IT department detected abnormal login attempts in the information systems of an overseas subsidiary. Following an investigation, the company found that parts of the system were targeted by a cyberattack, potentially exposing some business-related information and employees' personal data.

Wednesday 11 February 2026

Jarllytec eyes quarterly growth in 2026 with fiber optic revenue surging over 100%

Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed the lower revenue compared to January 2025 to a temporary product transition gap in its 3C product line. Jarllytec expects shipment peaks for new US-based notebook models and Chinese foldable smartphones in the second quarter of 2026, which should restart momentum and drive sequential growth throughout the year.

Tuesday 10 February 2026

AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties

AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including tariffs, memory shortages, and price hikes, as well as geopolitical tensions.

Monday 9 February 2026

ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next

Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness and supplementary education, both posting annual compound growth rates above 20%. The company is now positioning subscription payments and receivables financing as its next major revenue engine.

Monday 9 February 2026

Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears

Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister of Economic Affairs Ming-hsin Kung said on February 5 that despite a high base effect from the previous year, Taiwan is expected to maintain resilience and flexibility into 2026.

Friday 6 February 2026

APE 2026 Singapore: Opto Precision highlights smart glass modules with Taiwan supply chain

The smart glasses market drew attention at the third Asia Photonics Expo (APE 2026), where Singapore-based Opto Precision showcased smart glasses module solutions that integrate artificial intelligence features while addressing myopia, a long-standing challenge for some potential users.

Wednesday 4 February 2026

Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays

As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement.

Wednesday 4 February 2026

India wins electronics investment, but key gap threatens momentum

India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives, and growing interest from multinational companies have pushed the country into the spotlight as a serious alternative manufacturing base.

Wednesday 4 February 2026

Taiwan's paper-counting academic culture is being challenged—here's why

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology Council (NSTC) Minister Cheng-wen Wu is now calling for a different approach—one focused on global impact and technological leadership rather than paper counts.

Tuesday 3 February 2026

King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position

Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account for roughly 90% of King Slide's total revenue and are linked to applications such as high-performance computing (HPC) and large AI model servers.

Monday 2 February 2026

Smart glasses will become mainstream as companies 'platformize'

Human information intake relies heavily on vision. With the accelerated development of AI, augmented reality (AR), and spatial computing technologies, smart glasses are evolving beyond wearable gadgets to become a core interface for the next generation of human-machine interaction. These interactions can naturally integrate information, AI assistant functions, sensing, and interaction into the user's field of view, eliminating reliance on handheld devices or touch controls.

Monday 2 February 2026

Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display

Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing to enter the market, raising the stakes across the supply chain. In Taiwan's optical industry, several suppliers have emerged as focal points.

Friday 30 January 2026

Nexcom eyes robot market growth, targets ramp-up in 2027

Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight as key embodiments of physical AI.

Friday 30 January 2026

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment Cooperation MOU remain asymmetric.

Friday 30 January 2026

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at Intel has now extended to AMD, leaving notebook brands that had planned to pull forward orders with limited components available. The dual shortages are clouding the outlook for the notebook market in 2026. Industry observers say Apple is likely to benefit in the near term as Wintel suppliers absorb most of the disruption.

Friday 30 January 2026

Greatek hits full capacity on AI-driven flip chip, QFN packaging demand

Powertech Technology (PTI) and its subsidiary test and assembly firm Greatek jointly held an online investor conference to discuss future operations. Greatek president Yu-Chang Chi said that driven by sustained demand from AI and memory customers, flip chip and QFN packaging lines have reached full capacity. Bumping packaging capacity is also expected to be fully utilized in the coming quarters, leading to a positive outlook for first-half 2026 performance.

Thursday 29 January 2026

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform, with implications for hardware ecosystems, AI deployment, and the long-term role of virtual and augmented reality.

Thursday 29 January 2026

Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition among data and computing centers is no longer limited to server specifications or the efficiency of individual power supply units. Instead, it is moving toward rack-level integration of power distribution, cooling, energy storage, and monitoring, with implications extending into broader infrastructure design.

Thursday 29 January 2026

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and intense price competition. Industry sources indicate that the sector's difficulties are unlikely to abate in the coming year due to persistent market and macroeconomic pressures.

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