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The Taiwan Institute of Economic Research (TIER) reported on March 11 that sectors such as AI servers, networking, and semiconductor testing equipment continued to register strong export and production growth, supported by robust raw material input and pricing indicators. TIER said these gains were driven by sustained demand in AI and high-performance computing applications....

Given the global chip war and US-China rivalry, ASE Technology Holding COO Tien Wu says that in an era where AI is driving transformation in the technology industry, the new bottleneck in hardware is now in Taiwan's hands. Taiwan should use this as leverage rather than as a tool to monopolize the semiconductor industry, allowing it to pursue mutually beneficial coexistence with supply chain partners and customers while maintaining a leading position in the global AI race....

The Taiwanese smartphone market is set to welcome a new contender as Honor plans to open stores and begin selling phones and mobile accessories in 2026. After its flagship model, the Honor Magic8 Pro, received National Communications Commission (NCC) certification, it is expected to hit shelves in Taiwan as early as the second quarter of 2026....

India's plan to bring four semiconductor facilities into commercial production in 2026 marks an important milestone for the country's semiconductor ambitions, but analysts say the move will have only a limited impact on global chip manufacturing capacity....

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....

Meta Platforms has unveiled plans for four generations of internally designed artificial intelligence chips as the company expands its data center infrastructure to support growing AI workloads....

Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following overview covers the consolidated February sales performance of several key Taiwanese firms across three sectors — power supply, IC substrates, and thermal solutions — based on company disclosures....

At Embedded World 2026, MediaTek unveiled the Genio Pro series, its flagship IoT platform built on TSMC's 3nm process, and said the market now requires both power-efficient mid-to-low-end chips and high-performance devices for complex real-world computations....

China's largest contract chipmaker, SMIC, says orders for mature-node memory and BCD processes are running at full capacity, pushing prices higher as AI demand tightens supply across the semiconductor industry....

Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products. The enterprise segment demonstrated explosive momentum, posting an 85% year-on-year growth rate and expanding its share of total revenue to 27%....

Meta Platforms has acquired Moltbook, an experimental social network designed exclusively for AI agents, marking the tech giant's latest push into the AI space. The deal, first reported by Axios, brings Moltbook's co-founders — Matt Schlicht, a Los Angeles-based technologist, and Ben Parr, a former Mashable and CNET editor — into Meta's Superintelligence Labs (MSL), a division focused on advancing AI capabilities. Terms of the acquisition were not disclosed; the deal is expected to close in mid-March, with the team joining MSL on March 16....

China conducted more than 90 orbital launches in 2025 and achieved several milestones, including collecting samples from the far side of the Moon, constructing a low-Earth orbit (LEO) space station, and landing a Mars rover. The progress highlights China's rapid rise in space capabilities and its growing challenge to the US's long-standing leadership....

The global semiconductor industry is set to hit US$1 trillion ahead of schedule. ASE Technology Holding COO Dr. Tien Wu revealed that the latest forecast from Semiconductor Equipment and Materials International (SEMI) indicates the industry's output, originally expected to reach US$1 trillion in 2029, could achieve the milestone as early as 2026, three to four years earlier than previously projected....

Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached NT$3.703 billion (approx. US$116.4 million), an increase of 84.7% year-over-year, while gross profit rose 87.63% to NT$868 million. Gross margin stood at 23.45%....

Taiwan software-defined radio vendor YTTEK said it will exhibit and publicly unveil its end-to-end satellite communications technology for the first time at the annual global satellite industry event Satellite 2026 in Washington, D.C. The company said the demonstration will show system integration capabilities spanning ground stations, space payloads, and vehicle terminals....

Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and redefine industry architecture. While Chenbro is well-positioned to benefit, she warned of four key risk factors that require attention....

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....

The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets refocus on AI development. US President Donald Trump predicted the conflict would ease by the end of March, shifting market sentiment....

Iran's air defense shortcomings amid persistent US and Israeli strikes underscore the growing importance of high-power radar components and the supply chains that provide them. South Korea's Sky Bow 2 in the United Arab Emirates (UAE) has reportedly intercepted multiple Iranian missiles at an over 90% success rate, highlighting capability disparities....

Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise customers. As part of the agreement, Nvidia will invest US$2 billion in Nebius, a move Nvidia said reflects confidence in Nebius's business and engineering expertise across the full AI technology stack....