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Monday 9 March 2026

Ability Enterprises' momentum points to strong 1Q26 outlook

Ability Enterprises reported monthly revenue of NT$664 million (US$20.85 million) for February 2026, a 32.22% increase year on year, despite fewer working days.

Monday 9 March 2026

DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan

US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming to accelerate the expansion of advanced semiconductor material R&D and manufacturing capacity. The new facility is expected to begin operations in early 2027.

Monday 9 March 2026

GSEO reports yearly increase in February demand, new products on track for 2H26

Genius Electronic Optical (GSEO) announced its February 2026 operating results on March 6, reporting a consolidated revenue of NT$1.461 billion (US$45.6 million), down NT$1.054 billion from January's NT$2.515 billion, a 41.89% month-on-month decline. However, this figure represents a 5.14% year-on-year increase of NT$71.43 million compared to NT$1.39 billion in February 2025.

Monday 9 March 2026

Chinese optics firms shift from smartphones toward higher-end applications

China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct transformation paths in 2025 and early 2026.

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

LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up

The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like Compeq Manufacturing Co. and Unitech Printed Circuit Board Corp. expected to reach peak shipments in the fourth quarter of 2025.

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

Apple reshapes product lineup with budget MacBook and ultra-premium push

Apple is reshaping its product lineup at both ends of the price spectrum, introducing a lower-cost MacBook while reportedly preparing a new wave of ultra-premium devices aimed at the top tier of the market.

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.

Monday 9 March 2026

Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts

Taiwan's tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan's export tariffs in line with those of Japan and South Korea. However, a recent US Supreme Court ruling has complicated the outcome. While 70% of Taiwan's exports—primarily electronics and components—remain duty-free under International Trade Administration (ITA) rules, new uncertainties have emerged that could influence Taiwan's trade strategy going forward.

Monday 9 March 2026

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier industry forecasts that predicted BOE Technology Group (BOE) would be the primary OLED supplier for the iPhone 17e.

Sunday 8 March 2026

Applied Materials VP warns AI growth may hit energy, not chip limits

AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.

Saturday 7 March 2026

Foxconn and TSMC advanced packaging spur V5 to consider France, US sites

High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025.

Saturday 7 March 2026

Largan avoids low-margin orders as optical industry enters slow season

Adam Lin, chairman of optical lens and optoelectronics maker Largan Precision, emphasized the company's strategic focus on avoiding orders with low profit margins that could reduce production line efficiency in 2026. This approach aims to optimize profitability amid the traditional first-quarter seasonal slowdown, with overall utilized capacity expected to be less tight than in previous years.

Friday 6 March 2026

SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum

SuperAlloy Industrial said it plans to return to growth by 2026, pivoting to semiconductor components and expanding its recycled aluminum capacity, following a subdued year for its forged aluminum wheel business.

Friday 6 March 2026

Chicony Power sees strong 1Q26 amid customer inventory replenishment

Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project delays. However, the company has initiated a transformation strategy and expects to return to a growth trajectory in 2026.

Friday 6 March 2026

AW 2026: Wonik Robotics redefines precision dexterity in humanoids

While the global humanoid race has largely focused on bipedal locomotion, Wonik Robotics is doubling down on a bottom-up strategy that prioritizes high-dexterity manipulation as the foundation of Physical AI. Following its showcase at Automation World (AW) 2026, the company is pivoting from a decade of research-led development towards a specialized hardware ecosystem for US big tech.

Friday 6 March 2026

AW 2026: Asus expands B2B with NUC 16 Pro mini PC ahead of IPO

At Automation World (AW) 2026, Asus revealed its roadmap for the Asus NUC 16 Pro that expands on the traditional office productivity towards high-uptime B2B infrastructure. At the heart of this transition is Asus's commitment to a minimum of 20% performance improvement and a clear path towards an IPO, setting the NUC line up to dominate the AIoT space.

Friday 6 March 2026

Unitree, Leju, and AgiBot showcase humanoid robots at AW 2026

China's leading humanoid robot developers gathered at Smart Factory and Automation World 2026 (AW 2026) in South Korea, where companies including Unitree Robotics, Leju Robot, and AgiBot showcased their technologies and outlined commercialization strategies for humanoid robots.

Friday 6 March 2026

Supply-chain firms become front-line partners as tech outpaces testing and standards

Rapid iteration in AI and low-earth orbit satellite communications has pushed suppliers to assume design and validation roles, reshaping Taiwan's position in global manufacturing ecosystems.

Friday 6 March 2026

Cheng Mei Materials launches semiconductor films with 1Q26 shipments

Cheng Mei Materials' pivot to semiconductor materials could reshape Taiwan's advanced packaging supply chain, as the company begins shipments and commits new capital to scale production by 2028.

Friday 6 March 2026

South Korea launches first physical AI data factory to catch up with China's robot data edge

As the robotics industry accelerates, data collection has become a critical factor in driving real-world industrial adoption and realizing true AI factories. South Korean startup Maum.AI inaugurated its first "Physical AI Data Factory" at its Seongnam headquarters in Gyeonggi-do province, aiming to accelerate the commercialization of physical AI in South Korea through a validation-centered learning infrastructure.

Friday 6 March 2026

Amtran hits 9-year revenue high in 2025 with product mix optimization

Benefiting from a global market rebound and optimized product portfolio, Amtran Technology's consolidated revenue reached NT$24.6 billion (approx. US$775.4 million) in 2025, up 6.13% from 2024 and marking the highest level in nearly nine years.

Friday 6 March 2026

Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal

Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers (ODMs) maintain relatively stable shipment volumes in the first quarter of 2026. ODM Inventec initially forecasted a double-digit percentage decline in shipments for the first quarter compared to the previous quarter. However, actual shipments in the first two months exceeded expectations, with the quarterly drop narrowing to single digits.

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January, impacted by the Lunar New Year holiday. However, driven by strong demand for cloud and networking products related to artificial intelligence (AI) servers, revenue still increased 8.06% compared with NT$551.38 billion in the same period of 2025.

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