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Sunday 15 March 2026

Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing

Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers to mitigate supply tightness expected to persist for at least 2 more years. The company projects near-flat or better shipment performance relative to an overall market contraction.

Friday 13 March 2026

China's NDRC warns memory price surge spreading across electronics supply chain

China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as tight supply and strong demand push up DRAM and NAND flash prices.

Friday 13 March 2026

Acerpure expands in India with new AC line aimed at hot, energy-conscious market

Acerpure has introduced a new range of air conditioners in New Delhi as it moves to deepen its presence in India's home appliance sector, riding rising demand driven by soaring summer temperatures and growing household air conditioner penetration.

Friday 13 March 2026

Wistron boosts investments in Taiwan and US to expand AI server capacity

Wistron announced plans to increase investments by up to NT$1.82 billion (approx. US$57.13 million) to improve buildings and acquire equipment for its Hsinchu facility in Taiwan, in response to growing demand driven by artificial intelligence (AI).

Friday 13 March 2026

Acer reports higher revenue and profit for fourth quarter and full year 2025

Acer reported consolidated revenue of NT$74.359 billion (approx. US$2.34 billion) in the fourth quarter of 2025, an increase of 12.6% year-over-year. Gross profit for the quarter reached NT$8.594 billion, up 23.6%, producing a gross margin of 11.6%. Operating income rose 82.3% to NT$1.866 billion, corresponding to an operating margin of 2.5%. Net income after tax for the quarter was NT$1.07 billion (approx. US$30 million), and quarterly earnings per share (EPS) were NT$0.36.

Friday 13 March 2026

Memory prices hit Chromebook hardest, even with AI boom

Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major brands are being forced to adjust production priorities, while Chromebooks, which are targeted primarily at the education market and operating on thin margins, are expected to be hit the hardest.

Friday 13 March 2026

Apple prepares for its 50th anniversary with global celebrations as speculation grows over new products

Apple said it will celebrate its 50th anniversary in the coming weeks with events recognizing its history and global user community, while media reports suggest the milestone could also bring new marketing campaigns, software updates, and possibly new devices.

Friday 13 March 2026

India's PC shipments hit record in 2025 on AI notebook and enterprise demand

India's traditional PC market reached a record 15.9 million shipments in 2025, rising 10.2% year over year, according to IDC. Strong enterprise demand, rising adoption of AI-enabled notebooks, and robust notebook sales drove the market to its highest annual volume ever.

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.

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