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Wednesday 18 March 2026
IBM completes Confluent acquisition to power real-time AI data
On March 17, IBM completed its acquisition of Confluent, Inc., the data streaming platform used by more than 6,500 enterprises — including 40% of the Fortune 500 — to power real-time operations. Under the agreement, IBM acquired all issued and outstanding common shares of Confluent for US$31 per share in cash, representing an enterprise value of approximately US$11 billion.
Wednesday 18 March 2026
Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources
Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports. Industry insiders assess that Apple likely made this decision to reduce costs while buying time to improve its in-house N-series chip specifications.
Wednesday 18 March 2026
Intel unveils Core Ultra 200HX Plus processors with up to 8% gaming boost

Intel on March 17 launched its Core Ultra 200HX Plus series mobile processors, expanding its high-performance lineup for gaming, content creation and workstation applications. The new series includes the Core Ultra 9 290HX Plus and Core Ultra 7 270HX Plus, featuring architectural refinements and support for a new Binary Optimization Tool aimed at improving native performance in select workloads.

Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into a subtle deadlock. Supply chain insiders reveal that despite ample funding, major cloud service providers (CSPs) are hesitating to back suppliers' capacity expansions amid shortages.
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private investments toward record levels despite supply constraints.
Monday 16 March 2026
AI boom fuels cargo surge at Taoyuan Airport's free trade zone
Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply chain. Large volumes of high-value memory chips are imported into Taiwan for assembly and re-export as AI servers and semiconductor components, a production model that has remained robust for more than two years.
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing into high-value semiconductor and smart medical products. Several new offerings have already entered mass production and shipment, and with additional overseas capacity set to come online, the company is positioning for stronger operational growth ahead.
Monday 16 March 2026
EW 2026: addressing eyes & hands challenges in robotics
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."
Monday 16 March 2026
Taiwan's science park formula, now available for export to US
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.
Monday 16 March 2026
Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand
Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering the fourth-highest earnings level in company history.
Saturday 14 March 2026
Taiwan braces for Section 301 probes after US Supreme Court ruling, leveraging prior pacts to cushion impact
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.
Friday 13 March 2026
US and Chile start talks on rare earths and critical minerals

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

Friday 13 March 2026
T1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials," and one of the strongest materials on earth. China's T1200-grade carbon fiber has appeared overseas, highlighting continued technological upgrades in China's high-performance materials sector and drawing international attention.

Friday 13 March 2026
Flexium eyes 30% revenue from AI servers and smart glasses in 2026
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.
Thursday 12 March 2026
Asia Vital Components plans major liquid cooling expansion, expects market shift
Asia Vital Components (AVC) chairman Ching-hang Shen said it will significantly expand liquid cooling production in 2026, calling the year the "liquid cooling era," and aims to boost cold plate, manifold, and chassis output to meet rising AI-related demand.
Thursday 12 March 2026
Asia Optical posts strong 2025 profit growth led by tech upgrades
Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter gross margin decline due to exchange rates, inventory adjustments, and material cost changes, the company maintained solid cash flow and zero debt while investing over NT$1 billion in production equipment for future expansion.
Thursday 12 March 2026
Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2 architectures, and expanding micro-stamping orders from a major US customer. President Sammy Liu expressed optimism at the recent earnings call, targeting double-digit revenue growth for 2026.
Thursday 12 March 2026
AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following overview covers the consolidated February sales performance of several key Taiwanese firms across three sectors — power supply, IC substrates, and thermal solutions — based on company disclosures.
Thursday 12 March 2026
Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer electronics sales. He pointed out that rising memory prices would particularly impact demand for mid-tier to low-end smartphones more than high-end models.
Thursday 12 March 2026
Chenbro highlights four risk factors amid promising AI server outlook
Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and redefine industry architecture. While Chenbro is well-positioned to benefit, she warned of four key risk factors that require attention.
Thursday 12 March 2026
Taiwan leads Embedded World 2026 with largest exhibitor presence; targets 'non-red supply chain' demand
Embedded World 2026 officially opened on March 10 in Nuremberg, Germany, featuring a particularly large turnout of Taiwanese participants. Taiwan emerged as the country with the most exhibitors at this year's event, with over 140 supply chain companies taking part.
Thursday 12 March 2026
oToBrite expands into robotics, unmanned vehicles with automotive-grade vision tech

As automation expands from controlled indoor environments into more complex and unpredictable outdoor settings, the ability of vision perception systems to operate reliably under harsh conditions has become a critical factor in the development of Physical AI.

Wednesday 11 March 2026
Jarllytec expects short-term trough as new hinge shipments begin
Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments of Chinese smartphones and US-brand notebooks pick up.
Wednesday 11 March 2026
Asus sees 50% brand revenue growth in first two months
Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative revenue surged 46.67% compared with last year to NT$122.289 billion (US$3.8 billion), while Asus brand revenue jumped 49.76% to NT$113.115 billion.
Tuesday 10 March 2026
Qualcomm makes its move into physical AI and robotics
Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront of humanoid and general-purpose robotics, one of the tech sector's most competitive emerging markets.