Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction capacity is completed, estimating accelerator gross margins in the 30% to 40% range and pointing to higher-margin adjacent services and database offerings to lift overall profitability.
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud infrastructure and easing investor concerns about whether the company could finance its ambitious data-center expansion.
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$430.85 million) 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.
Apple Inc. launched the MacBook Neo at an aggressive price that has disrupted the notebook market, with the most basic version in Taiwan priced at NT$19,900 (US$624.71) — the lowest-ever price for a Mac product.
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.
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.
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.
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.
Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative revenue surged 46.67% compared with last year to NT$122.289 billion (US$3.8 billion), while Asus brand revenue jumped 49.76% to NT$113.115 billion.
Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta and Compal, have both reported that they have not seen any early pull-in effects. Both companies stated that first quarter 2026 NB shipments will still decline double digits quarter-on-quarter, with the seasonal slow period still evident.
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%.
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