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Thursday 2 April 2026
Dixon launches India's first homegrown display module fab with broad capacity expansion
Dixon Technologies is accelerating its push into display module manufacturing, backed by an INR11 billion (US$118.74 million) investment in a new facility in the Noida–Greater Noida region. The plant, approved under India's Electronics Component Manufacturing Scheme (ECMS), will serve as the company's first dedicated display module fabrication unit and marks a significant milestone in its backward integration strategy.
Thursday 2 April 2026
The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era
The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to Counterpoint Research's latest data on AI server compute ASIC shipments.
Thursday 2 April 2026
Notebook shortages persist despite rumors of easing memory prices
Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to persist through the end of 2026. Rising component costs are also being passed on to end markets, prompting brand vendors to adopt a conservative stance, and a full-year decline in shipments now appears inevitable.
Thursday 2 April 2026
Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global implications for device availability, pricing, and component sourcing as memory prices rise, capacity shifts toward AI workloads, and smartphone production forecasts point to substantial declines ahead.
Thursday 2 April 2026
Foxconn rotates CEO to Michael Chiang to tighten profit discipline and governance
Foxconn said on April 1 that it completed its rotating CEO handover, appointing Michael Chinag as the new rotating CEO effective immediately, with Kathy Yang stepping down after completing her term.
Thursday 2 April 2026
Ennoconn advances retail solutions with integrated hardware and services
Facing the AI wave, Ennoconn chairman Steve Chu revealed at an earnings call held on March 30, 2026, that its system integration revenue surpassed NT$20 billion (US$622.8 million) in 2025. With NCR Voyix projects expected to ramp up from the second quarter of 2026, AI-powered smart retail is poised to become a key growth driver for the company. Ennoconn is shifting its retail strategy from supplying standalone devices toward delivering comprehensive solutions that integrate hardware, systems, and services.
Thursday 2 April 2026
Taiwan deploys air force and drones for cloud seeding in Hsinchu
Facing drought conditions, Taiwan's government has mobilized the air force and drones to conduct cloud seeding operations near the area over the Hsinchu Science and Industrial Park, a center of Taiwan's tech industry.
Wednesday 1 April 2026
Sharp names Kawamura as CEO, shifts to growth after restructuring

Sharp has named Tetsuji Kawamura as its president and chief executive officer, effective April 1, marking a shift from restructuring to growth as the company looks to expand its global brand alongside parent Foxconn Technology Group.

Wednesday 1 April 2026
Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature
Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies for AI data centers. Adam White, President of Infineon's Power & Sensor Systems division, said that Taiwan is the absolute core of the AI data center ecosystem, and the company will continue to collaborate closely with Taiwan's supply chain partners. Looking ahead, AI servers will gradually upgrade from the current 500 kW per rack specification to the megawatt level. Accordingly, the power semiconductor content in AI data centers will also reach US$150 per kW.
Wednesday 1 April 2026
Geopolitical jitters shake markets as AI shores up Taiwan's economic future
As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National Association of Industry and Commerce (CNAIC) Chairman Thomas T.L. Wu explained how the words and actions of US President Donald Trump have had a major impact on short-term market fluctuations. Although rising international raw material prices in the short term have caused disruptions such as inflation and delivery delays, Taiwan's economy benefits from the strong foundation of the AI and ICT industries, and its medium- to long-term outlook remains promising.
Wednesday 1 April 2026
GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production
In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the adoption of gallium nitride (GaN) will rise rapidly, at a higher rate than silicon carbide (SiC).
Wednesday 1 April 2026
Foxconn advances AI supply chain localization, splitting work between US and Mexico
Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery for global customers as it builds manufacturing, design, and system-integration capabilities across the US and Mexico while supporting cloud service provider investment needs.
Wednesday 1 April 2026
Samsung expands innovation campus in India to boost global digital talent pipeline
Samsung R&D Institute India, Bangalore, has expanded its Samsung Innovation Campus to six additional colleges, deepening its efforts to equip young learners with AI, IoT, and coding skills — strengthening digital workforce pipelines and international competitiveness while promoting inclusivity and employability through industry-aligned training and mentorship across India and beyond.
Wednesday 1 April 2026
Google flags rising quantum threat to crypto security, urges shift to post-quantum encryption

Google researchers have heightened concerns about the long-term security of cryptocurrencies, warning that advances in quantum computing could undermine the cryptographic foundations that protect digital assets such as Bitcoin, according to Bloomberg.

Wednesday 1 April 2026
Hiwin and other manufacturers bring high-load robotics hardware to Computex 2026

As global interest in robotics surges, Taiwan's technology trade shows are increasingly spotlighting the field. Beyond its longstanding presence at the Taipei International Automation Show, the 2026 Computex will feature an expanded "AI Robotics Zone," highlighting not only electronics companies vying for the lucrative "robot brain" market but also attracting precision machinery firms that have historically played a smaller role.

Wednesday 1 April 2026
Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals
Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip — by about 30%, according to a recent test. This gap has had a tangible impact on Samsung Electronics' Galaxy S26 series, with battery life varying significantly across regions depending on which AP the device uses.
Wednesday 1 April 2026
Samsung and Xiaomi bring new phones to Taiwan with AI features and hardware upgrades
Smartphone makers continue to roll out new models, as Xiaomi announced on March 31, 2026, that it will launch the POCO X8 Pro and POCO M8 5G series in Taiwan. Meanwhile, Samsung Electronics also unveiled two new Galaxy A series models — the A57 5G and A37 5G — marking the first time that an A series phone supporting e-SIM has been introduced in Taiwan.
Tuesday 31 March 2026
Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures
After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have replaced tariffs as the primary uncertainty, driving energy and material costs higher and prompting potential price increases across the sector.
Tuesday 31 March 2026
Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle.
Tuesday 31 March 2026
Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook
Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software, leading to a positive outlook for 2026. President Dave Lin noted that the second half typically outperforms the first, with subsidiary Protrade also seeing improved profits due to rising oil prices.
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year growth through February continue to point to strong structural demand, recent share price movements suggest that the market has begun to recalibrate expectations. The result is a growing divergence between backward-looking financial data and forward-looking capital market signals.

Tuesday 31 March 2026
US rare earth commissions stillwater magnet line, advancing domestic supply of critical materials
US Rare Earth's commissioning of its Stillwater commercial magnet production line enables deliveries of neodymium-iron-boron magnets in the second quarter of 2026, potentially easing supply constraints for critical technologies and positioning the company as a Western-aligned source for industries ranging from defense to electrification across global markets, including semiconductors, energy, and data centers.
Tuesday 31 March 2026
India approves new electronics component projects to deepen domestic supply chain
India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts and reduce reliance on imports. The latest approvals represent a planned investment of about INR71.04 billion (approx. US$750 million), with projected output of INR845.15 billion and an estimated 14,246 direct jobs.
Tuesday 31 March 2026
India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers
India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period, according to unnamed industry executives cited by The Economic Times. The report said authorities are refusing to certify products manufactured in China or that rely on Chinese-origin chipsets or firmware, effectively shutting major vendors out of one of the world's fastest-growing surveillance markets.
Tuesday 31 March 2026
DFI drives defense and automation growth amid rising edge computing demand
As edge computing moves from pilot phases to broad deployment, industrial PC vendors are shifting emphasis toward system stability, supply flexibility, and reduced long-term maintenance costs.