V5 Technologies, a leading maker of advanced semiconductor inspection equipment centered on AI algorithms, is capitalizing on the explosive growth in advanced process and packaging demand. The company posted a revenue of NT$2.075 billion (US$65.5 million) in 2025, up 187.82% year-over-year.
South Korea's government has reversed a nearly 20-year policy and conditionally allowed Google to export high-precision map data abroad, a move that could shift the competitive landscape for domestic map services and emerging technologies such as autonomous vehicles.
Qisda reported consolidated revenue of NT$14.394 billion (approx. US$453.8 million) in February 2026, down 18% month-over-month and 7% year-over-year, impacted by fewer working days during the Lunar New Year holiday. The company's cumulative revenue for the first two months of 2026 reached NT$32.033 billion, remaining flat compared to the same period in 2025.
Ever since US and Israel joint forces launched attacks on Iran, widespread debate has erupted about the use of AI in warfare. On online platforms like Reddit, claims have surfaced that the US military has employed Anthropic's Claude and xAI's Grok models during the conflict in Iran, suggesting that large AI models have played a critical role in their operations. However, these assertions require a careful look at the facts.
Asia's leading manufacturing AX expo, The Smart Factory + Automation World (AW) 2026, has commenced, taking place from March 4-6, 2026, at Coex in Seoul, South Korea. The event will occupy the entire Coex venue and mark the largest edition in the show's history. Under the theme, "Autonomy, the Driver of Sustainability," AW 2026 is signaling a shift from a traditional smart factory and digital transformation (DX) focused exhibition to a next-generation industrial platform centered on AI and humanoid-driven autonomous manufacturing.
Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President of the Embedded Sector Miller Chang. They explained how the company leveraged growing edge AI demand to drive overall operations to new highs despite uncertainties from geopolitical tensions, tariffs, and supply chain fluctuations.
Touch chipmaker Elan held an investor briefing on March 3, 2026, sharing a positive outlook despite challenges in the PC sector. The company noted that customers are accelerating orders ahead of expected cost increases, making the first quarter of 2026 a seasonally strong quarter rather than a typical slowdown. While overall PC shipments may be pressured by memory supply constraints throughout 2026, Elan expects demand to concentrate on high-end products, boosting shipments of its advanced-spec offerings.
OpenAI is developing an alternative to GitHub, Microsoft's popular code repository that lets software engineers store, share, and collaborate on computer code, according to The Information, citing unnamed sources. The project is still nascent and likely won't be completed for months. OpenAI could ultimately decide not to release the product publicly, reserving it for in-house developers only.
Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and General Manager David Lo said, noting AI is reshaping semiconductor design, 6G architecture, and cybersecurity.
Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year, continuing momentum after the group's return to profitability in 2025.
Google Taiwan marked its 20th anniversary this year, highlighting its evolution into a major hardware and AI infrastructure hub outside the company's US headquarters. At a March 4 press event, executives outlined priorities for talent development and social applications of AI.
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