Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region at its Lunar New Year media event. General Manager Eddy Lin emphasized that geopolitical conflicts remain a concern, but ongoing semiconductor capacity expansion, supply chain diversification, edge AI upgrades, data center buildout, and critical system monitoring will drive double-digit growth for Moxa in 2025.
Taiwan is accelerating its push into quantum computing. As global competition intensifies — with the US, China, and Europe all pouring resources into the technology — the island is moving beyond lab research and into full-scale commercialization.
Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month and rose 43.2% year-over-year, reaching the third-highest monthly level on record. Quanta said the high unit prices of AI servers and firm order demand will drive revenue growth in 2026, while notebook revenue will fall below 20% of the total.
The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve supply security.
Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components, and renewable energy. In 2025's volatile market, SAS's subsidiaries—including GlobalWafers and affiliates Taiwan Specialty Chemicals (TSC), Actron Technology (ATC), and Advanced Wireless Semiconductor Company (AWSC)—have successfully secured profits in advanced processes and AI applications through technological collaboration.
AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media, sparking discussions with its near-realistic visuals and extremely low production costs.
IEI Integration faced pressure on revenue and profits throughout 2025, with a further decline recorded in February 2026, citing geopolitical tensions, material shortages, tariffs, and New Taiwan dollar appreciation. The company also pointed to fewer working days during the Lunar New Year holiday and early-stage new product introductions as contributing factors in February 2026.
Ability Enterprises reported monthly revenue of NT$664 million (US$20.85 million) for February 2026, a 32.22% increase year on year, despite fewer working days.
US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming to accelerate the expansion of advanced semiconductor material R&D and manufacturing capacity. The new facility is expected to begin operations in early 2027.
Genius Electronic Optical (GSEO) announced its February 2026 operating results on March 6, reporting a consolidated revenue of NT$1.461 billion (US$45.6 million), down NT$1.054 billion from January's NT$2.515 billion, a 41.89% month-on-month decline. However, this figure represents a 5.14% year-on-year increase of NT$71.43 million compared to NT$1.39 billion in February 2025.
AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan. Strong demand from generative AI applications has pushed AI server sales worldwide. Some Taiwanese system assemblers have begun preparing for the next phase of computing infrastructure: if customers eventually seek AI servers integrated with quantum computing capability, can Taiwan supply them?
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