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Wednesday 11 March 2026
Inventec ramps up 2026 capex in US to meet growing AI order demand
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.
Wednesday 11 March 2026
MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands
This week at Embedded World 2026 in Nuremberg, Germany, MediaTek unveiled a series of new Genio platforms designed to empower various Internet of Things (IoT) products and applications, including the Genio Pro, Genio 420, and Genio 360.
Wednesday 11 March 2026
Apple's India iPhone output reaches 25% as production shifts from China

Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence on China and mitigate tariff risks. Bloomberg, citing people familiar with the matter, said Apple assembled about 55 million iPhones in India last year, up from 36 million in 2024. Apple produces about 220 million to 230 million iPhones annually worldwide, with India now accounting for roughly a quarter of total output.

Wednesday 11 March 2026
Fu Chun Shin's February revenue rises as orders hold steady

Fu Chun Shin (FCS), a manufacturer of plastic injection molding machines, reported consolidated revenue of NT$269 million (approx. US$8.4 million) for February 2026. The figure declined 27.54% from January due to seasonal factors but rose 8.89% from the same month in 2025.

Wednesday 11 March 2026
India eases investment rules for border countries, signaling cautious economic thaw with China
India has relaxed parts of its foreign direct investment screening rules for neighboring countries, including China, in a move aimed at boosting manufacturing while maintaining safeguards. The changes suggest a cautious shift in India-China economic relations after years of tighter restrictions.
Wednesday 11 March 2026
Japan's investment list targets AI, quantum computing, and semiconductors
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg.
Wednesday 11 March 2026
Sercomm expects memory shortages and price hikes to last until end of 2026
Sercomm chairman James Wang predicted that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments and consumer reactions to smartphone price hikes.
Wednesday 11 March 2026
China reportedly accelerating nuclear expansion while Western revival faces structural challenges

The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts.

Wednesday 11 March 2026
Pegatron sees February 2026 revenue drop amid seasonal slowdown
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and 17.6% from the same period a year earlier, marking its lowest point in the past six months. Cumulative revenue for the first two months of 2026 totaled NT$160.14 billion, a 14.73% year-over-year decline.
Wednesday 11 March 2026
Jarllytec expects short-term trough as new hinge shipments begin
Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments of Chinese smartphones and US-brand notebooks pick up.
Wednesday 11 March 2026
TDK to open Asia-Pacific regional headquarters in Bangalore and Singapore
TDK announced the establishment of its Asia-Pacific regional headquarters in Bangalore, India, marking the company's fifth regional headquarters after Japan, Europe, the Americas, and China. A new legal entity, TDK Asia-Pacific, will work with TDK Singapore to manage more than 20 TDK entities across India, Southeast Asia, and Oceania. Those teams account for nearly 17% of TDK's approximately 105,000 global employees.
Wednesday 11 March 2026
India's Optiemus approves further equity investments in two wholly owned subsidiaries
Optiemus Infracom Limited informed stock exchanges that its Operations & Administration Committee approved further investments in two wholly owned subsidiaries in a meeting held on March 9.
Wednesday 11 March 2026
AW 2026 marks the dawn of autonomous manufacturing
Smart Factory + Automation World (AW) 2026 wrapped up its three-day run from March 4–6 at the COEX exhibition center in Samseong-dong, Seoul. The event showcased the transformation of manufacturing through AI and humanoid robotics.
Wednesday 11 March 2026
Gemtek reports full-year revenue rise despite net loss after one-time charges
Gemtek Technology's board approved the financial report for 2025 on March 9, reporting full-year consolidated revenue of NT$16.493 billion (approx. US$520 million) and a gross margin increase to 13.8%.
Tuesday 10 March 2026
Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins
Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating profit rose to NT$257 million, up 331.91% year on year.
Tuesday 10 March 2026
Zheng Hsing sees steady 2025 performance as Vietnam shift and Turvo support sustain operations
Zheng Hsing maintained stable operations throughout 2025, supported by steady core business shipments and subsidiary performance. The company reported consolidated revenue of NT$8.104 billion (approx. US$256 million), operating profit of NT$730 million, and net operating income of NT$366 million.
Tuesday 10 March 2026
Apogee narrows 2025 losses, eyes US broadband buildout in 2026
Optical communication filter maker Apogee narrowed its 2025 losses, reporting consolidated revenue of NT$490 million (US$15.38 million), up 47.7% year on year, and a net loss attributable to the parent company of NT$30 million.
Tuesday 10 March 2026
Coretronic delays some imaging product deliveries due to Middle East conflict
Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative revenue for January and February at NT$6.079 billion, a 12% increase from the same period in 2025.
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 island is moving beyond lab research and into full-scale commercialization.
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 supply security.
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 to accelerate the expansion of advanced semiconductor material R&D and manufacturing capacity. The new facility is expected to begin operations in early 2027.
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 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.
Monday 9 March 2026
Chinese optics firms shift from smartphones toward higher-end applications
China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct transformation paths in 2025 and early 2026.
Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence in Foxconn's AI server shipments and market share prospects.