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Monday 13 April 2026
Pegatron reports modest recovery as shipments pick up
Pegatron on April 10 reported March revenue of NT$83.97 billion (US$2.6 billion), rebounding more than 20% from February's low of NT$67.98 billion, as production normalized after a shorter working month.
Monday 13 April 2026
Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced than the AI-server narrative dominating the financial press. Growth is heavily concentrated, structurally bifurcated, and in some cases, arithmetically misleading.
Monday 13 April 2026
Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according to the Ministry of Finance.

Monday 13 April 2026
Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment
As demand for AI computing continues to surge, terrestrial data centers are facing mounting constraints in power supply, thermal management, and land availability. As a result, the feasibility of space-based computing infrastructure is drawing increasing attention across the industry.
Monday 13 April 2026
Quantum meets AI: which Asian nation will take the lead in sovereign tech?
AI and quantum computing are converging — and the geopolitical consequences are profound. At the GITEX AI Asia forum, industry experts argued that this integration goes beyond a technological breakthrough. It is reshaping national competitiveness and strategic deterrence.
Monday 13 April 2026
Hormuz conflict exposes Southeast Asia's energy fault lines
A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the conflict continues, the region's recent gains from supply chain shifts could begin to erode.
Monday 13 April 2026
Taiwan ramps up science park expansion as TSMC growth pushes capacity limits
Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure, and next-generation industry clusters.
Monday 13 April 2026
AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far below that of semiconductor leaders such as TSMC and large AI server ODMs like Quanta Computer and Foxconn.
Monday 13 April 2026
Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference architectures. In response, Intel and SambaNova Systems on Monday unveiled a jointly engineered blueprint designed to address the next generation of AI workloads, while announcing a broader multi-year strategic collaboration.

Sunday 12 April 2026
Pan-International bets on AI servers as automotive demand growth slows in 2Q26
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant shipments of automotive products. However, the company expects revenues to rise monthly starting in the second quarter, driven by increased orders for AI servers, while maintaining its goal of double-digit growth for the full year.
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence infrastructure. However, while the expansion remains robust, monthly data suggest a gradual moderation in growth momentum compared with the explosive acceleration seen in 2024 and early 2025.
Saturday 11 April 2026
AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India, as demand for artificial intelligence infrastructure accelerates across the region.

Saturday 11 April 2026
Beyond AI: Energy, capital and sovereignty will define Asia's next factories
Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms than by constraints in energy, infrastructure, and capital allocation.
Saturday 11 April 2026
OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans
OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence hub.
Saturday 11 April 2026
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February's Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing.
Friday 10 April 2026
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming initial challenges, the company has returned to profitability and now aims to surpass KRW1 trillion (US$673.2 million) in revenue by 2029 or 2030 through its self-developed 2nm server platform, ADP620.
Friday 10 April 2026
A new kind of computer emerges for the age of AI agents

As AI agents grow capable of independently operating computers, drafting documents, and managing schedules, the relationship between humans and machines is undergoing a fundamental shift. A recent viral phenomenon involving so-called "lobster" agents (OpenClaw) has underscored a new question in the market: traditional PCs and smartphones may no longer be the ideal platforms for AI.

Friday 10 April 2026
Compal sees PC demand steady, server shipments set to double quarterly
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for AI workloads, and memory pricing dynamics. Investors and enterprise buyers may see tighter PC inventories and accelerated non-PC offerings as Compal pivots toward AI-focused server solutions and smart devices.
Friday 10 April 2026
Asustek posts record March and 1Q26 revenue on strong AI server demand
Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global supply chains.
Friday 10 April 2026
Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale cloud clients. The move signals sustained order growth, shifts manufacturing closer to Asian markets, and could affect server and data center supply dynamics.
Friday 10 April 2026
Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology is aggressively expanding into the South Korean market starting this year through its enterprise edge large language model (LLM) platform, Edgestar.
Friday 10 April 2026
Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information. The figure reflects the rapid adoption of Amazon Web Services' (AWS) in-house silicon portfolio, including Graviton CPUs and Trainium AI accelerators, which are currently sold exclusively through AWS cloud services.
Friday 10 April 2026
Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with the matter. "The plans are in early stages, and the company may still decide only to buy AI chips and not design any," Reuters reported, adding that the startup has not yet committed to a specific architecture or assembled a dedicated semiconductor team.
Friday 10 April 2026
Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands
CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation artificial intelligence (AI).
Friday 10 April 2026
Inventec posts record March and 1Q26 revenue on AI server strength
Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion), marking a 71.9% increase month-over-month and a 41.7% rise year-over-year. For the first quarter of 2026, Inventec posted revenue of NT$200.31 billion, up 16.9% quarter-over-quarter and 27.6% year-over-year, setting a new quarterly record. The company expects continued quarter-over-quarter growth supported by sustained demand for AI server infrastructure.