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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.
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.