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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.
Tuesday 10 March 2026
Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says
Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea Economic Daily and Wccftech.
Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply prompted contract and pricing changes to protect margins and secure capacity.
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
Radbon sees boost from resumption of deferred orders, expects long-term growth from aerospace, defense
Connector and cable assembly manufacturer Radbon Electronics has steadily deepened its presence in the defense and aerospace markets, with its investments gradually converting into tangible order momentum.
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.
Sunday 8 March 2026
DynaPack plans triple BBU capacity expansion to meet AI data center demand
With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand facilities to capitalize on this clearly emerging trend, with room for further growth. In addition, the company has several ongoing projects to develop BBUs tailored for high-voltage direct current (HVDC) systems, targeting mass production as early as 2027.
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
Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints

Apple's newly introduced MacBook Neo, a low-cost laptop priced from US$599, uses the A18 Pro chip instead of the newer A19 Pro, according to a report from Wccftech, which attributed the decision partly to supply constraints affecting advanced semiconductor manufacturing nodes.

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
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.

Thursday 5 March 2026
How Apple's 'triple $599' strategy could change everything for 2026

While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized cameras and ultra-thin folding screens that few will ever buy, Apple executed a far more consequential maneuver from the quiet of its California headquarters.

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
PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been notable. The typical off-season has remained relatively active, largely driven by expectations of memory shortages and price increases, as well as concerns that component costs could rise in the near term. Industry players generally believe the pull-in demand will likely balance out between the first and second halves of 2026, suggesting that the traditional seasonal cycle of weak and peak periods may largely be absent this year.

Thursday 5 March 2026
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described as the industry's only 100-terabit-per-second switch introduced in the last year — as a first-to-market product that hyperscalers are adopting for high-bandwidth cluster interconnects. The company said that the combination of switching performance and early availability has helped it "capture demand from hyperscalers" regardless of whether those customers run XPUs or GPUs.
Thursday 5 March 2026
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company's expansion into the high-end data center storage supply chain.

Wednesday 4 March 2026
Sinbon sees modest February revenue decline, cites Lunar New Year working days as a drag on monthly sales
Electronics component maker Sinbon reported a slight drop in February 2026 revenue, attributing the decline to fewer working days during the Lunar New Year holiday and noting declines compared with both January 2026 and February 2025.
Wednesday 4 March 2026
South Korean startups propose charging hubs as AI computing resources, battery-free smart cities
South Korea's vibrant startup ecosystem is advancing the country's smart city ambitions through AI-driven infrastructure. Uniqconn—a CES 2026 Innovation Awards Honoree—and Warp Solution have proposed blueprints for distributed AI infrastructure and battery-free smart cities, respectively, aiming to address massive national computing demands and reduce maintenance costs for urban traffic sensors.
Monday 2 March 2026
Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its most advanced AI supercomputer and positioning it directly against Nvidia's AI data center systems.

Sunday 1 March 2026
BizLink advances modular integration to boost data center interconnect growth
Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle.
Sunday 1 March 2026
BenQ Materials to regain momentum as medical business anticipates double-digit growth
Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business, impacted by exchange rate fluctuations, grew only 5%. Chairman Z.C. Chen said that demand across all medical product lines is currently solid, and the company expects to return to double-digit growth in 2026.
Friday 27 February 2026
Taiwan's patent race heats up: TSMC reigns, records tumble
Taiwan's innovation engine ran hot in 2025. The Taiwan Intellectual Property Office (TIPO) announced on February 26, 2026, that Taiwan Semiconductor Manufacturing Company (TSMC) topped Taiwan-based invention patent applicants for the 10th consecutive year, filing 1,485 applications.
Thursday 26 February 2026
BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave
As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors.
Thursday 26 February 2026
King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints
King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures are accelerating a move toward higher-power, higher-density server cabinets, a shift that is increasing demand for specialized mechanical components such as slide rails. The company said this trend will influence design requirements and production strategies over the next several years.