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Thursday 5 March 2026
Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience
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,...
Thursday 5 March 2026
Pichai congratulates Google Taiwan's 20th anniversary, eyes AI era milestones
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...
Thursday 5 March 2026
UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value
With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He...
Thursday 5 March 2026
Jack Ma: AI tech evolves weekly, outpacing society's readiness
Amid the intensifying global race in generative AI, Alibaba founder Jack Ma recently appeared alongside senior executives at Hangzhou Yungu School to address the technology's rapid...
Thursday 5 March 2026
AW 2026: Asus outlines edge AI strategy for smart city deployments

ASUS IoT is redefining the urban landscape by positioning itself as the high-performance backbone for modern smart cities, using edge AI and machine...

Thursday 5 March 2026
Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026
Sony reportedly retreats to console exclusivity in strategic reset for PlayStation 5

Sony is preparing to pull back from its 6-year experiment with day-later PC releases and refocus on PlayStation 5 exclusivity for its biggest...

Thursday 5 March 2026
Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...
Thursday 5 March 2026
PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

Thursday 5 March 2026
China sets 2026 growth target at 4.5–5% as supply chain risks mount
China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency....
Thursday 5 March 2026
AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology...

Thursday 5 March 2026
Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
Thursday 5 March 2026
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
Thursday 5 March 2026
Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
Thursday 5 March 2026
Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars
Apple has introduced a US$599 MacBook Neo, its lowest-priced laptop ever, in a direct bid to expand competitiveness in the global PC industry. The new model targets budget Windows...