MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained demand from hyperscale cloud data centers and cloud service customers. Production capacity is expected to scale up from the second quarter onward.
IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two months of 2026, cumulative consolidated revenue reached approximately NT$300.2 billion, marking an 89.1% increase year over year.
Fu Chun Shin (FCS), a manufacturer of plastic injection molding machines, reported consolidated revenue of NT$269 million (approx. US$8.4 million) for February 2026. The figure declined 27.54% from January due to seasonal factors but rose 8.89% from the same month in 2025.
India has relaxed parts of its foreign direct investment screening rules for neighboring countries, including China, in a move aimed at boosting manufacturing while maintaining safeguards. The changes suggest a cautious shift in India-China economic relations after years of tighter restrictions.
Chinese authorities have moved to curb the use of OpenClaw AI software across government agencies and state-owned enterprises (SOEs), including major banks, amid rising concerns over potential security risks linked to the rapidly spreading AI agent platform.
Nvidia is reportedly developing a new AI agent framework, NemoClaw, positioning it as a challenger to the fast-growing OpenClaw ecosystem in the emerging AI agent market.
Tencent is reportedly developing an AI agent for its flagship messaging platform WeChat, a move that could reshape how users interact with services across China's largest digital ecosystem.
ASE Technology Holding has broken ground on its third technology park in Nanzi, Kaohsiung, focused on advanced semiconductor packaging and smart logistics, with construction to start within 2026 and finish by the second quarter of 2028, and a total investment of NT$17.8 billion (approx. US$559 million), senior vice president Mike Hung said.
Spark Capital, the first venture capital (VC) firm to invest in Anthropic, is reportedly raising roughly US$3 billion in new funds, according to The Information. This new amount, 50% higher than the funds it raised two years ago, comes as leading AI companies have received record-breaking investments within just the first two months of 2026 alone.
China's latest AI trend has moved beyond developer experiments. The rapid rise of OpenClaw, an open-source AI agent nicknamed "lobster," is driving hardware purchases, installation services, and a broader push by Chinese cloud and device companies to bring AI agents into mainstream computing.
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg.
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