Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and redefine industry architecture. While Chenbro is well-positioned to benefit, she warned of four key risk factors that require attention.
Microsoft's Xbox division plans to ship early development hardware for its next-generation console, code-named Project Helix, to game developers starting in 2027, as the company moves to merge console and PC gaming ecosystems.
The US Trade Representative announced the initiation of investigations under Section 301(b) of the Trade Act of 1974 into the acts, policies, and practices of several economies related to structural excess capacity and production in manufacturing sectors. The inquiries will assess whether those measures are unreasonable or discriminatory and whether they burden or restrict US commerce.
Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise customers. As part of the agreement, Nvidia will invest US$2 billion in Nebius, a move Nvidia said reflects confidence in Nebius's business and engineering expertise across the full AI technology stack.
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and pushing overall operations to rise quarter by quarter. The company expressed confidence that full-year 2026 performance will achieve high single-digit to double-digit growth compared with 2025, as demand for AI shows no signs of slowing and continues to drive strong momentum in related infrastructure shipments.
Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained stable and the company was positive about operations in the first quarter of 2026.
Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while some case makers saw weaker month-to-month sales due to seasonal factors.
Qisda's board approved its 2025 financial results, reporting consolidated revenue of NT$207.9 billion (approx. US$6.55 billion), up NT$6.2 billion year-over-year. Gross profit reached NT$35 billion, operating income NT$3.2 billion, and net profit after tax NT$1.39 billion. Net profit attributable to the parent company totaled NT$1.14 billion, with earnings per share (EPS) of NT$0.64.
Jiu Han System Technology, a leading cleanroom and turnkey project contractor, reported strong profit growth in 2025 driven by peak construction periods and approval for large-scale projects. Benefiting from AI-driven demand and advanced process manufacturing, the company revealed that its order book as of the first quarter of 2026 totaled NT$11.6 billion (US$364.78 million), with order visibility extending two to three years.
As automation expands from controlled indoor environments into more complex and unpredictable outdoor settings, the ability of vision perception systems to operate reliably under harsh conditions has become a critical factor in the development of Physical AI.
Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company detailed capital injections for North American subsidiaries, property acquisition in Texas, and a new factory in Mexico.
More coverage
