AI agents and their high-powered capabilities are creating a new category of cybersecurity threats among enterprises using them, from accidental data breaches to bad actors breaking into company systems.
After a slower second half of 2025, marked by elevated customer inventories and a softer ordering pace, high-end cable material provider Wonderful Hi-Tech anticipates a rebound in 2026. According to the company, inventory adjustments are largely concluding in the first quarter, and customer orders and shipments have been steadily picking up since March, setting the stage for a quarter-by-quarter acceleration in revenue. The company aims to surpass its previously stated NT$10 billion (approx. US$313 million) revenue target, with Chairman Ming-Lieh Chang noting that current trends suggest actual results could exceed that benchmark.
Driven by accelerating real-world deployment of edge AI applications across major global markets, industrial PC (IPC) maker Advantech reported March 2026 consolidated revenue of NT$7.7 billion (approx. US$240 million), up 21.75% from NT$6.32 billion a year earlier. For the first three months of 2026, cumulative revenue reached NT$20.39 billion, marking a 17.49% increase from NT$17.35 billion in the same period of 2025.
Generative AI is concentrating control of computing power within a narrow set of architectures and ecosystems. Wei Shaojun, chairman of the IC design branch of the China Semiconductor Industry Association and a professor at Tsinghua University, said AI competition now extends beyond hardware to control of rules and ecosystems, warning that continued reliance on existing systems could lock China into long-term dependence on critical technologies.
As GPU platforms continue to iterate each year, the buildout of AI infrastructure is accelerating in tandem. For data center operators, cloud service providers, hyperscalers, and large enterprises, the challenge is no longer just building the facility, but rather how to bring computing power online faster while preserving flexibility for future upgrades and expansion.
Chinese humanoid robot maker UBTech significantly improved its overall gross margin and reduced losses in 2025, with full-size embodied intelligent humanoid robot sales soaring by more than 2200% year-on-year to CNY820 million (US$119 million), becoming the company's largest revenue source.
China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation to execution, linking software, chips, and policy into a single system.
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions.
Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the supply chain. Recently, reports emerged that major Chinese smartphone brands are scaling back purchases of processors, forcing MediaTek and Qualcomm to reduce their subsequent orders with TSMC, with estimated cuts of 10-15% in wafer starts on 4/3nm processes.
Foxconn reported a robust consolidated revenue of NT$803.7 billion (approx. US$25.1 billion) in March 2026, driven by sustained demand for AI cloud products and restocking across all major product lines after the Lunar New Year. The company's four key categories showed month-over-month gains, with AI cloud servers continuing to be the primary growth engine, while the company's consumer smart device and computer terminal businesses benefited from new product launches and renewed momentum.
Industry sources reveal that in response to geopolitical risks, major brands have increasingly diversified their manufacturing outside China. Apple has already transferred more than 40% of its MacBook production capacity to Vietnam, incorporating the recently launched MacBook Neo into local assembly lines.
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