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Memory price surge and CPU shortages led the global top five notebook brands' shipments to slump nearly 40% month-on-month in January 2026....

TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the company's latest monthly sales release....

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing and rising global defense budgets that boosted defense-related shipments. Revenue from these segments doubled, the company said. Winmate added that the industry has entered a new growth cycle, providing clear momentum for operations and profitability in 2026....

SK Hynix on March 10 announced it has developed a 16Gb LPDDR6 DRAM using its sixth-generation 10nm-class (1c) process technology, marking what the company described as the world's first validation of an LPDDR6 product based on the 1c node....

The widening conflict involving Iran is beginning to ripple through the global AI industry, raising new questions about the security of Gulf-backed data center projects and the resilience of regional cloud infrastructure. Gulf states are expected to invest more than US$300 billion in data centers, chips, and other AI infrastructure, but recent drone strikes on Amazon Web Services (AWS) facilities have highlighted the vulnerability of these projects, according to reports by The Information and The Guardian....

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....

Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said....

Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources expect Samsung's foundry business to boost profitability by deepening collaboration with Groq and scaling up output....

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....

LG Energy Solution (LGES) is reportedly preparing to replace cathode materials supplied by its parent company, LG Chem, in batteries destined for Tesla, opting instead for products from South Korean battery materials maker L&F to better meet Tesla's specifications....

Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront of humanoid and general-purpose robotics, one of the tech sector's most competitive emerging markets....

OpenAI said it plans to acquire AI security startup Promptfoo to strengthen safety and evaluation capabilities for enterprise AI agents. The deal aims to integrate automated security testing into OpenAI's Frontier platform, helping businesses identify vulnerabilities and manage risks as they deploy AI systems in real-world workflows....

The large-scale bombings and attacks launched by the US and Israel against Iran have caused significant civilian casualties. With Iran carrying out retaliatory actions, the conflict could trigger a global energy crisis....

Samsung has opened preorders in Taiwan for the Galaxy S26 series, its latest flagship smartphone lineup. The launch comes amid cautious industry sentiment surrounding smartphone demand....

Chinese geospatial intelligence firm MizarVision has drawn scrutiny after publishing high-resolution commercial satellite imagery tracking US military aircraft and naval assets involved in operations against Iran, highlighting how commercially available imagery and artificial intelligence (AI) are expanding access to battlefield surveillance....

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....

As tensions escalate between the US and Iran, global energy markets have grown increasingly volatile, sending crude oil prices above US$100 per barrel. Nelson An-ping Chang, chairman of Taiwan Cement Corporation (TCC) Group Holdings, warned that if the Middle East conflict drags on, it could evolve into a resource-draining war, driving up energy costs, fueling inflationary pressures, and disrupting supply chains across the global economy....

Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million), despite being part of the traditional off-season for consumer electronics. The company highlighted that momentum for products related to high-end AI continued to see robust growth, while revenue from servers, optical communications, and IC substrates all maintained a year-over-year growth of more than 60%, indicating that its revenue structure is rapidly shifting toward high-end AI applications....

As US and Israeli military actions continue and tensions escalate in Iran, regional geopolitical risks are rapidly expanding and beginning to affect the Asian automotive industry directly. Research firm Bernstein and automotive supply chain sources say the conflict's effects on the global auto supply chain are steadily growing....

As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne molecular contamination (AMC) solutions from major suppliers such as Greenfiltec, Yesiang, and Sweden's Camfil. Driven primarily by TSMC's aggressive capacity expansion and rapid progress in advanced nodes, these companies have recently faced rare supply tightness, sparking a new wave of price increases....