AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.
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.
Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company's financial performance and more on its views on silicon photonics and copper interconnect technologies.
Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37% in February, with continued growth expected as PC-related shipments rise in March alongside sustained demand for AI servers and network switches.
According to TechWeb, on March 5, 2026, Alibaba CEO Eddie Wu formally approved Alibaba's core Qwen team member Jun-Yang Lin's resignation in an internal letter to Tongyi Lab, announcing the creation of a "foundation model support group" to coordinate resources and strengthen future LLM development.
High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025.
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.
TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its capacity utilization rate reaching a high level in the fourth quarter of 2025.
The "brain" of humanoid robots has shown promising advances in artificial intelligence. Yet, perception and physical coordination remain rudimentary, and moving from prototypes to practical use will confront three significant barriers: an overwhelming data burden and tactile sensing gaps, stringent safety requirements, and an absence of tested rules and commercial pathways. This combination will slow broad deployment and raise liability and security concerns.
Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing to be a major customer, according to a Wall Street Journal report.
Apple this week unveiled a series of new products, including the latest MacBook Pro and MacBook Air models, but the launch drawing the most attention has been the new entry-level MacBook Neo lineup. Unlike other MacBook models powered by Apple's M-series Apple Silicon processors, the new product line uses A-series chips typically designed for mobile devices, with pricing set at around NT$20,000 (approx. US$631).
More coverage
