At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing importance of 6G standards in an AI-driven era. More consequentially, ST Liew—Vice President of Qualcomm Technologies and President for Taiwan, Southeast Asia, and Australia/New Zealand—announced a structural shift: Qualcomm's Taiwan operations will be elevated into a standalone region, reporting directly to the APAC president, on par with markets such as Japan and South Korea.

The Optical Fiber Communication Conference (OFC 2026) concluded on March 19, with Broadcom holding a media briefing to discuss the latest technologies and product announcements from the event. Addressing concerns about capacity bottlenecks across the optical communication supply chain, Broadcom acknowledged that many segments currently face tight supply conditions. However, the company noted that supply chain partners are actively expanding capacity, and more suppliers are joining the market. Broadcom projects that production capacity constraints will gradually be resolved by 2027.

OpenAI is undertaking a broad strategic reset, narrowing its product portfolio even as it expands hiring, in a move that reflects intensifying competition and mounting financial pressures in the artificial intelligence (AI) sector.

Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list of nominees for the new board. Industry observers expect her nomination to be approved at Acer's shareholder meeting on May 29.

Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue and adjusted net profit, then devoted much of the presentation to artificial intelligence (AI), embodied intelligence (physical AI), and progress in the company's electric vehicle (EV) business. The call opened with standard operator instructions and procedural remarks from investor relations, followed by prepared remarks from Xiaomi president Lu Weibing and CFO Alain Lam Sai Wai, who fielded investor questions.

On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates, as strong growth in its electric vehicle and new initiatives business helped offset weakness in its core smartphone segment.

Arm has officially launched the Arm AGI CPU, a new class of mass-production-ready processor built on its Neoverse platform and designed to power next-generation AI infrastructure. Mohamed Awad, executive vice president of Arm's cloud AI business, also outlined the company's latest strategic roadmap alongside the announcement.

Arm on March 24, 2026, announced the Arm AGI CPU, its first mass-produced chip product, designed specifically for AI data centers and built on TSMC's 3nm process. The company presented the chip as a response to accelerating demand for processors capable of handling agentic AI workloads at scale.

Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial core business growth in the second half of 2026. Despite headwinds from geopolitical tensions and competition from China, TMC is cautiously optimistic about full-year operations, backed by product line expansions and advanced process deployments, with current capacity utilization exceeding 90%.

Every advanced chip leaves behind a chemical trail. The solvents, acids, and sludge generated in semiconductor fabrication are growing faster than the fabs themselves — and for most of the world, they remain an expensive, hazardous liability. In Taiwan, one company has turned that problem into a business.