The widening conflict involving Iran is beginning to ripple through the global AI industry, raising new questions about the security of Gulf-backed data center projects and the resilience of regional cloud infrastructure. Gulf states are expected to invest more than US$300 billion in data centers, chips, and other AI infrastructure, but recent drone strikes on Amazon Web Services (AWS) facilities have highlighted the vulnerability of these projects, according to reports by The Information and The Guardian.

Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating profit rose to NT$257 million, up 331.91% year on year.

Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.

Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources expect Samsung's foundry business to boost profitability by deepening collaboration with Groq and scaling up output.

Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront of humanoid and general-purpose robotics, one of the tech sector's most competitive emerging markets.

Zheng Hsing maintained stable operations throughout 2025, supported by steady core business shipments and subsidiary performance. The company reported consolidated revenue of NT$8.104 billion (approx. US$256 million), operating profit of NT$730 million, and net operating income of NT$366 million.

OpenAI said it plans to acquire AI security startup Promptfoo to strengthen safety and evaluation capabilities for enterprise AI agents. The deal aims to integrate automated security testing into OpenAI's Frontier platform, helping businesses identify vulnerabilities and manage risks as they deploy AI systems in real-world workflows.

Optical communication filter maker Apogee narrowed its 2025 losses, reporting consolidated revenue of NT$490 million (US$15.38 million), up 47.7% year on year, and a net loss attributable to the parent company of NT$30 million.

Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million), despite being part of the traditional off-season for consumer electronics. The company highlighted that momentum for products related to high-end AI continued to see robust growth, while revenue from servers, optical communications, and IC substrates all maintained a year-over-year growth of more than 60%, indicating that its revenue structure is rapidly shifting toward high-end AI applications.

Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea Economic Daily and Wccftech.