Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list of nominees for the new board. Industry observers expect her nomination to be approved at Acer's shareholder meeting on May 29.

Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue and adjusted net profit, then devoted much of the presentation to artificial intelligence (AI), embodied intelligence (physical AI), and progress in the company's electric vehicle (EV) business. The call opened with standard operator instructions and procedural remarks from investor relations, followed by prepared remarks from Xiaomi president Lu Weibing and CFO Alain Lam Sai Wai, who fielded investor questions.

On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates, as strong growth in its electric vehicle and new initiatives business helped offset weakness in its core smartphone segment.

Arm has officially launched the Arm AGI CPU, a new class of mass-production-ready processor built on its Neoverse platform and designed to power next-generation AI infrastructure. Mohamed Awad, executive vice president of Arm's cloud AI business, also outlined the company's latest strategic roadmap alongside the announcement.

Arm on March 24, 2026, announced the Arm AGI CPU, its first mass-produced chip product, designed specifically for AI data centers and built on TSMC's 3nm process. The company presented the chip as a response to accelerating demand for processors capable of handling agentic AI workloads at scale.

Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial core business growth in the second half of 2026. Despite headwinds from geopolitical tensions and competition from China, TMC is cautiously optimistic about full-year operations, backed by product line expansions and advanced process deployments, with current capacity utilization exceeding 90%.

Every advanced chip leaves behind a chemical trail. The solvents, acids, and sludge generated in semiconductor fabrication are growing faster than the fabs themselves — and for most of the world, they remain an expensive, hazardous liability. In Taiwan, one company has turned that problem into a business.

Memory module maker Team Group reported a record-high monthly profit for January 2026, with earnings soaring over 50 times year-over-year. Although shipments declined in February due to the Lunar New Year holidays, the company expects a full recovery of shipment momentum over March. Annual procurement strategies and specification adjustments among system integrator (SI), edge computing, and OEM customers for high-end memory products are anticipated to drive sales in the second quarter of 2026.

Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies for 2026. Despite continued revenue growth, profitability came under pressure from multiple factors, and tight CPU and memory supply remains a potential near-term operational uncertainty.

Eternal Materials expects operations in 2026 to outperform 2025, driven primarily by growth in precision equipment and scaling shipments of semiconductor advanced packaging materials. The company has increased raw material procurement to mitigate supply risks amid rising oil prices tied to Middle East tensions.