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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.

Friday 6 March 2026

Qisda sees February 2026 revenue decline, expands AI investment across three sectors

Qisda reported consolidated revenue of NT$14.394 billion (approx. US$453.8 million) in February 2026, down 18% month-over-month and 7% year-over-year, impacted by fewer working days during the Lunar New Year holiday. The company's cumulative revenue for the first two months of 2026 reached NT$32.033 billion, remaining flat compared to the same period in 2025.

Thursday 5 March 2026

State 'Big Fund' backs humanoid robotics with US$362M Galbot investment

China's embodied AI and humanoid robotics sector is drawing fresh investment, with two major financing deals signaling accelerating commercialization.

Thursday 5 March 2026

Coex welcomes AW 2026, accelerating AI-driven industrial transformation

Asia's leading manufacturing AX expo, The Smart Factory + Automation World (AW) 2026, has commenced, taking place from March 4-6, 2026, at Coex in Seoul, South Korea. The event will occupy the entire Coex venue and mark the largest edition in the show's history. Under the theme, "Autonomy, the Driver of Sustainability," AW 2026 is signaling a shift from a traditional smart factory and digital transformation (DX) focused exhibition to a next-generation industrial platform centered on AI and humanoid-driven autonomous manufacturing.

Thursday 5 March 2026

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President of the Embedded Sector Miller Chang. They explained how the company leveraged growing edge AI demand to drive overall operations to new highs despite uncertainties from geopolitical tensions, tariffs, and supply chain fluctuations.

Thursday 5 March 2026

Elan eyes growth from AI drone modules despite PC market decline

Touch chipmaker Elan held an investor briefing on March 3, 2026, sharing a positive outlook despite challenges in the PC sector. The company noted that customers are accelerating orders ahead of expected cost increases, making the first quarter of 2026 a seasonally strong quarter rather than a typical slowdown. While overall PC shipments may be pressured by memory supply constraints throughout 2026, Elan expects demand to concentrate on high-end products, boosting shipments of its advanced-spec offerings.

Thursday 5 March 2026

Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience

Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year, continuing momentum after the group's return to profitability in 2025.

Thursday 5 March 2026

Sony reportedly retreats to console exclusivity in strategic reset for PlayStation 5

Sony is preparing to pull back from its 6-year experiment with day-later PC releases and refocus on PlayStation 5 exclusivity for its biggest single-player titles, according to Bloomberg, marking a significant strategic reversal for the Japanese gaming giant. The move would represent a return to a long-standing strategy that helped Sony dominate previous console cycles.

Thursday 5 March 2026

China sets 2026 growth target at 4.5–5% as supply chain risks mount

China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency. The gross domestic product growth goal is between 4.5% and 5%, with consumer price index inflation expected to be around 2%, a range that marks a cautious shift from previous years' more definitive "around 5%" target.

Thursday 5 March 2026

Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027

Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of revenue as launches and receiving-equipment procurement accelerate globally.

Thursday 5 March 2026

WT Microelectronics sees 2026 growth despite memory price hikes

The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the impact of memory price increases, along with localized hikes in passive component costs, remains manageable for its operations. Data center expansion is also fueling a surge in power IC demand, positioning WT Microelectronics' 2026 momentum to surpass that of 2025. The company plans to continue investing in high-growth sectors such as data centers and servers.

Thursday 5 March 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling capacity utilization and mounting labor disputes.

Wednesday 4 March 2026

Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion

With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand to exceed 5GW by 2030, averaging an annual increase of roughly 1GW. Overall, Taipower is projecting a significant surge in system-wide electricity consumption from 2026 to 2035, with average annual growth more than double the pace during the past decade.

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