The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing, design services, and mechanical infrastructure sectors. While seasonal factors such as the Lunar New Year holiday influenced month-over-month figures, significant year-over-year surges underscore a sustained demand for high-performance computing (HPC) and AI applications.

Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared with the humanoid robot focus seen at other exhibitions, IC design companies and integrated device manufacturers (IDMs) highlighted drone-related technologies and solutions, underscoring drones as an important application area within industrial control and Internet of Things (IoT) systems.

Global Unichip Corp. (GUC) emerged as a standout performer in the design services sector for February 2026, reporting revenue of NT$3.4 million (approx. US$106,454). This represents a powerful 60.15% increase compared to the same period last year, contrasting with the wider sector's cyclical challenges.

Market sources say analog chip design leader Texas Instruments (TI) is preparing to raise prices on a range of semiconductor products starting in April 2026. The scale of the increases across different product lines and the outcomes will depend on negotiations between TI and its customers.

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing and rising global defense budgets that boosted defense-related shipments. Revenue from these segments doubled, the company said. Winmate added that the industry has entered a new growth cycle, providing clear momentum for operations and profitability in 2026.