Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing in the networking sector will begin shipping in phases in 2026, becoming the primary driver of revenue growth for the year.

Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into specialized markets such as defense aerospace and semiconductor test interfaces. Currently, special materials account for 50% of its revenue, positioning the company for what it predicts will be a robust order fulfillment phase.

The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture to build a new factory in Vietnam focused on high-layer count (HLC) PCB capacity. The plant is expected to enter mass production by the second quarter of 2027, prioritizing the AI server PCB market opportunity.

Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries. The company forecast continued shipment growth and double-digit revenue gains next year.

Apple will cut App Store commissions in China from March 15, lowering the standard rate from 30% to 25% and discounted tiers for small developers and selected programs from 15% to 12%. The move marks a rare adjustment to a core revenue model and signals a new phase in the global "Apple tax" debate.

Following earlier price increases for tantalum capacitors and inductors, the aluminum capacitor supply chain is now seeing further price adjustments. Taiwanese manufacturers say end-market demand remains strong only in the AI sector, while upstream raw material prices — metals in particular — continue to climb, nearing a critical cost threshold for suppliers. The passive components industry's "cost defense battle" has now spread from inductors and chip resistors to aluminum capacitors.

Tai-Saw Technology's differential oscillators are entering GPU module and AI server supply chains, potentially reshaping global networking hardware availability. With 400G shipments already underway and 800G mass production targeted for late 2026, the move carries implications for data center upgrade cycles, high-speed communications deployment, and component sourcing for manufacturers and partners worldwide.

Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.

At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and AI factories must integrate power and thermal systems into a unified infrastructure framework.

Chunghwa Telecom-owned probe card manufacturer Chunghwa Precision Test (CHPT) broke ground on a new plant on March 20 at the Pingzhen Industrial Park in Taoyuan, signaling an aggressive expansion strategy aimed at capturing rising semiconductor testing demand driven by artificial intelligence.