Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon, networking, and next-generation interconnects.
Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross margin rose to 53.8%, up 0.63pp. The company's BR10X general-purpose GPU remained the main revenue contributor, while its next-generation BR20X is set for launch in 2026.
Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory. This momentum is fueled by a virtuous cycle of massive orders supporting substantial R&D and capital expenditure, which is accelerating domestic substitution toward advanced process nodes.
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.
Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure demand, and cloud business models.
Taipei has officially secured hosting rights for the 2029 Intelligent Transportation Systems (ITS) World Congress, with ITS Taiwan officially opening on March 30 its project management office (PMO) for the event, under guidance from Taiwan's Ministry of Transportation and Communications (MOTC) and the Taipei City Government.
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.
E-commerce solution provider Cyberbiz is focusing on AI productization, cross-border commerce, and smart warehousing in 2026, aiming to capture growth from brand vendors' overseas expansions. The company has confirmed progress toward an initial public offering (IPO), having selected underwriters and is currently undergoing internal control procedures.
Ennoconn Technology reported sustained 2025 growth and a healthy backlog that could drive significant revenue in 2026, even after divesting its computer module subsidiary under Kontron AG. Chairman Steve Chu said total backlog exceeds NT$190 billion (US$5.93 billion), with North American client NCR Voyix's retail hardware orders set to ramp up beginning in the second quarter of 2026 and contribute about NT$12 billion in revenue for the year.
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.
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.
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