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NEWS TAGGED IT + CE
Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...
Tuesday 10 March 2026
HPE beats earnings expectations as networking strength offsets cloud softness
Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
Tuesday 10 March 2026
Moxa eyes Middle East market growth amid energy and AI infrastructure demand
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...
Tuesday 10 March 2026
Beyond the qubit: Taiwan's phase 2 quantum plan targets full commercialization
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...
Tuesday 10 March 2026
Quanta AI server surge cuts notebook revenue share below 20%

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...

Tuesday 10 March 2026
Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls
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...
Tuesday 10 March 2026
SAS Group leverages semiconductor and energy synergy from space tech to net zero
Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components,...
Tuesday 10 March 2026
AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec
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,...
Monday 9 March 2026
IEI Integration sees profit squeeze but expects recovery in 2026
IEI Integration faced pressure on revenue and profits throughout 2025, with a further decline recorded in February 2026, citing geopolitical tensions, material shortages, tariffs,...
Monday 9 March 2026
Ability Enterprises' momentum points to strong 1Q26 outlook
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.
Monday 9 March 2026
DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
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...
Monday 9 March 2026
China's new Five-Year Plan pairs tech push with consumption pivot
China's draft 15th Five-Year Plan for 2026–2030 signals that Beijing is seeking to rebalance its economic model while keeping technological development at the center of national...
Monday 9 March 2026
US and Finland lead bids for Taiwan's quantum hybrid computing system
The Taiwanese government has decided to advance its second-phase quantum computing program. It will build a high-power quantum computing (HPQC) heterogeneous hybrid computing system...
Monday 9 March 2026
GSEO reports yearly increase in February demand, new products on track for 2H26
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...
Monday 9 March 2026
Taiwan server makers race to add quantum capabilities to protect future orders

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....