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Thursday 12 March 2026
Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26
Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx. US$1.40 billion) for 2025, up 42% year over year. Looking ahead to the first quarter of 2026, Asustek Chief Financial Officer Nick Wu said the server business will maintain strong growth, with revenue expected to rise 50% to 100% sequentially and quadruple to quintuple compared with the same period last year.
Thursday 12 March 2026
Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2 architectures, and expanding micro-stamping orders from a major US customer. President Sammy Liu expressed optimism at the recent earnings call, targeting double-digit revenue growth for 2026.
Thursday 12 March 2026
Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost
Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market expectations grow, the company is said to have increased its initial production target by about 20%, a move expected to benefit its primary manufacturing partner, Foxconn.
Thursday 12 March 2026
Clevo leans into high-end notebooks as 2025 results show modest recovery
Clevo reported a high-end pivot in its notebook business, selling 1.39 million units and posting notebook revenue of NT$17.4 billion (approx. US$546 million) in 2025, with consolidated January-February 2026 revenue of NT$3.28 billion, up 29% year-over-year.
Thursday 12 March 2026
Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer electronics sales. He pointed out that rising memory prices would particularly impact demand for mid-tier to low-end smartphones more than high-end models.
Thursday 12 March 2026
Microsoft plans next-gen Xbox dev kits in 2027 as Project Helix targets PC-console convergence
Microsoft's Xbox division plans to ship early development hardware for its next-generation console, code-named Project Helix, to game developers starting in 2027, as the company moves to merge console and PC gaming ecosystems.
Thursday 12 March 2026
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and pushing overall operations to rise quarter by quarter. The company expressed confidence that full-year 2026 performance will achieve high single-digit to double-digit growth compared with 2025, as demand for AI shows no signs of slowing and continues to drive strong momentum in related infrastructure shipments.
Wednesday 11 March 2026
WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery
IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two months of 2026, cumulative consolidated revenue reached approximately NT$300.2 billion, marking an 89.1% increase year over year.
Wednesday 11 March 2026
Asus: Apple's MacBook Neo undercuts mainstream notebooks, shocks PC market
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.
Wednesday 11 March 2026
NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
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.
Tuesday 10 March 2026
Apple's smart home ambitions stalled by Siri AI delays
Apple's plans to expand deeper into the smart home market are facing renewed delays as the company struggles to complete a long-promised AI overhaul of Siri. The setbacks are pushing back a suite of interconnected devices — including a smart home display, updated HomePod speakers, and a new Apple TV 4K — until the upgraded AI platform is ready.
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 in southern Taiwan, inviting international vendors to bid.
Monday 9 March 2026
Inside Apple's US$599 MacBook Neo and the 3D-printed future
The launch of the US$599 MacBook Neo has sparked a global debate over how Apple managed to hit such a breakthrough price point without abandoning its premium identity. While industry analysts initially expected a return to the plastic "MacBook" shells of the 2000s, Apple has instead doubled down on its signature metal. The company is deploying a secretive new manufacturing process that experts believe could soon redefine the production of the iPhone and Apple Watch.
Monday 9 March 2026
Apple reshapes product lineup with budget MacBook and ultra-premium push
Apple is reshaping its product lineup at both ends of the price spectrum, introducing a lower-cost MacBook while reportedly preparing a new wave of ultra-premium devices aimed at the top tier of the market.
Monday 9 March 2026
Component price surge hits business PC market harder than consumer segment
Rising costs for memory, passive components, and battery modules are intensifying pressure on PC makers, while DynaPack and Acer Taiwan report shortages that are constraining supply and driving prices higher.
Friday 6 March 2026
Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints

Apple's newly introduced MacBook Neo, a low-cost laptop priced from US$599, uses the A18 Pro chip instead of the newer A19 Pro, according to a report from Wccftech, which attributed the decision partly to supply constraints affecting advanced semiconductor manufacturing nodes.

Friday 6 March 2026
Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected to grow at a double-digit rate from approximately NT$8.1 trillion (approx. US$253 billion) in 2025, provided there are no major uncertainties.

Friday 6 March 2026
MacBook Neo lowers Apple’s entry barrier, challenging budget laptops

Apple this week unveiled a series of new products, including the latest MacBook Pro and MacBook Air models, but the launch drawing the most attention has been the new entry-level MacBook Neo lineup. Unlike other MacBook models powered by Apple's M-series Apple Silicon processors, the new product line uses A-series chips typically designed for mobile devices, with pricing set at around NT$20,000 (approx. US$631).

Friday 6 March 2026
AW 2026: Asus expands B2B with NUC 16 Pro mini PC ahead of IPO
At Automation World (AW) 2026, Asus revealed its roadmap for the Asus NUC 16 Pro that expands on the traditional office productivity towards high-uptime B2B infrastructure. At the heart of this transition is Asus's commitment to a minimum of 20% performance improvement and a clear path towards an IPO, setting the NUC line up to dominate the AIoT space.
Friday 6 March 2026
Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal
Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers (ODMs) maintain relatively stable shipment volumes in the first quarter of 2026. ODM Inventec initially forecasted a double-digit percentage decline in shipments for the first quarter compared to the previous quarter. However, actual shipments in the first two months exceeded expectations, with the quarterly drop narrowing to single digits.
Friday 6 March 2026
Foxconn February revenue rises 8% on continued AI server demand
Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January, impacted by the Lunar New Year holiday. However, driven by strong demand for cloud and networking products related to artificial intelligence (AI) servers, revenue still increased 8.06% compared with NT$551.38 billion in the same period of 2025.
Thursday 5 March 2026
How Apple's 'triple $599' strategy could change everything for 2026

While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized cameras and ultra-thin folding screens that few will ever buy, Apple executed a far more consequential maneuver from the quiet of its California headquarters.

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 PCs and Chromebooks while aiming to bring more price-sensitive consumers into the Mac ecosystem.
Wednesday 4 March 2026
Apple introduces Studio Display refresh and new Studio Display XDR for pro workflows
Apple has launched an updated Studio Display and an all-new Studio Display XDR, expanding its external monitor lineup with higher brightness, faster refresh rates, and Thunderbolt 5 connectivity. The new models target users ranging from everyday Mac customers to professional creators and medical specialists.
Wednesday 4 March 2026
Apple unveils M5-powered MacBook Pro and MacBook Air with higher storage and AI focus
Apple refreshed its Mac lineup with M5-powered MacBook Pro and MacBook Air models, signaling a deeper push into on-device artificial intelligence and higher baseline specifications — but at higher prices that are drawing mixed early reactions from media and industry watchers.