At this year's Embedded World (EW) exhibition, most exhibitors focused on critical solutions and specific components. In particular, there was a large focus on visual sensing, the "eyes," and robotic arm control, the "hands."

On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not be seen as a single model or application but rather as an emerging infrastructure system undergoing a technological revolution comparable to the industrial era.

Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments. The company links rising demand to the new generation of GPU platforms entering mass production and to greater needs for system integration, rack-level assembly, and power and cooling architectures.

For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered suppliers, and turned a small island into an indispensable node in global tech. Now, that formula has a new destination: the US.

Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.

Y.S. Tech said it is cautiously optimistic about its 2026 operational outlook after reporting steady February and early-year revenue, and outlined timelines for completing the relocation to its new Renwu factory and expanding liquid-cooling capabilities.

FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the AI and semiconductor sectors. The upgraded facility doubles operational space and integrates an automated sorting system capable of processing over 10,000 parcels daily, supporting rapid growth in the high-tech, semiconductor, and e-commerce industries.

Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity expected to reach the "thousand-level" by the fourth quarter. If customer adoption proceeds smoothly, monthly output could jump 10x to the "ten-thousand-level" by the first quarter of 2027, positioning CPO as a key growth driver for future operations.

The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the European Union, South Korea, Japan, India, and Taiwan. Taiwan's government said the move was anticipated after the recent Supreme Court of the US ruling that struck down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), prompting Washington to seek alternative legal mechanisms to maintain its tariff framework.

The Smart City Summit & Expo and Net Zero City Expo will open next week across Taipei and Kaohsiung, maintaining a dual-city format for 2026 and expanding its focus from net zero and sustainable energy to AI-driven end-user applications.

On March 12, 2026, the US Trade Representative launched investigations covering 60 economies under Section 301(b) of the Trade Act of 1974 to determine whether each economy's acts, policies, and practices — related to a failure to impose and effectively enforce a ban on the importation of goods produced with forced labor — are unreasonable or discriminatory and burden or restrict US commerce.

ASIC vendor MicroIP showcased its AIVO visual algorithm technology, CATS chip solutions, and numerous EDA tools from affiliate Arculus at Embedded World 2026. The company highlighted a drone controller enhanced by AIVO to improve flight control efficiency, notably emphasizing that the entire product is made in Taiwan, offering a market advantage.

Wistron announced plans to increase investments by up to NT$1.82 billion (approx. US$57.13 million) to improve buildings and acquire equipment for its Hsinchu facility in Taiwan, in response to growing demand driven by artificial intelligence (AI).

South Korea's National Assembly approved the Special Act on Investment in the US on March 12, 2026, authorizing US$350 billion in strategic investments and creating a state-backed corporation to manage the program, according to Yonhap and Hangyung.

The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client procurement" strategy, transferring volatile material purchasing risks to clients with stronger bargaining power.

Optiemus Electronics Limited (OEL), a wholly owned subsidiary of Optiemus Infracom Limited, has entered a manufacturing agreement with Ai+ Smartphone and NxtQuantum Shift Technologies India Private Limited to produce mobile phones, tablets, IoT devices, and advanced wearable products in India.

According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion to support semiconductor development—as New Delhi seeks to deepen electronics manufacturing and strengthen its position in global supply chains.

After a challenging 2025, flexible printed circuit (FPC) giant Flexium Interconnect is optimistic about its revenue and profit outlook, driven by accelerated transformation in high-speed transmission products. The company expects full-year growth in 2026 fueled by strong demand in two key sectors: new models for major US smartphone customers and applications in AI servers and wearable devices.

AcBel Polytech delivered robust results in the fourth quarter of 2025, driven by growth in AI data centers and fuel cell products, and said the momentum carried into early 2026 as it expands its power solution business. The company said it is intensifying its high-voltage direct current (HVDC) power system strategy to play a more significant role in AI data center infrastructure.

Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx. US$1.40 billion) for 2025, up 42% year over year. Looking ahead to the first quarter of 2026, Asustek Chief Financial Officer Nick Wu said the server business will maintain strong growth, with revenue expected to rise 50% to 100% sequentially and quadruple to quintuple compared with the same period last year.

Qisda's 2025 profit declined to its lowest point in company chairman Peter Chen's 12-year tenure, prompting leadership changes aimed at reversing the trend. The company has appointed Cally Ko as its new president, leveraging her expertise in AI, cybersecurity, and information management to drive growth and pursue significant revenue and profit improvements in 2026.

Amid concerns that recent conflicts in the Middle East may impact industrial power supplies, Taiwan Association of Machinery (TAMI) chairman David Chuang noted that the machinery sector is currently operating normally, with no reported disruptions from member companies. That said, the association is keeping a close eye on energy prices and marine freight costs, as these will directly affect operational expenses.

The Taiwan Institute of Economic Research (TIER) reported on March 11 that sectors such as AI servers, networking, and semiconductor testing equipment continued to register strong export and production growth, supported by robust raw material input and pricing indicators. TIER said these gains were driven by sustained demand in AI and high-performance computing applications.

Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached NT$3.703 billion (approx. US$116.4 million), an increase of 84.7% year-over-year, while gross profit rose 87.63% to NT$868 million. Gross margin stood at 23.45%.