DigiTimes Nachrichten

 

FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the AI and semiconductor sectors. The upgraded facility doubles operational space and integrates an automated sorting system capable of processing over 10,000 parcels daily, supporting rapid growth in the high-tech, semiconductor, and e-commerce industries....

Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence (AI) servers, high-performance computing (HPC), and advanced semiconductors. Benefiting from robust AI server orders and the gradual rollout of new production capacity for 800G switches, revenue related to its copper-clad laminate (CCL) business has also grown multifold....

The Global AI Brain Race Report 2026, published by research group EssayHumanizer, ranks more than 100 countries based on the strength of their artificial intelligence ecosystems. The report places the US firmly in first place with an overall score of 82 out of 100, followed by China at 59 and Singapore in third at 37....

Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment. As these products enter prototyping and validation stages, the market anticipates that once customer certifications are completed and mass production begins, they will drive the company's next phase of growth....

Demand for e-paper displays remains strong, with E Ink Holdings expecting both revenue and profit to reach new highs in 2026, according to CEO Johnson Lee....

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx. US$2.49 billion), a record for the same period. Despite fewer working days due to the Lunar New Year holiday, revenue still rose 9.4% year-over-year. Revenue for the first two months of 2026 reached NT$174.85 billion, up 26.1% from a year earlier....

Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity expected to reach the "thousand-level" by the fourth quarter. If customer adoption proceeds smoothly, monthly output could jump 10x to the "ten-thousand-level" by the first quarter of 2027, positioning CPO as a key growth driver for future operations....

The Southern Taiwan Science Park (STSP) reported revenue of NT$2.97 trillion (US$93.5 billion) in 2025, up 34.26% from 2024, benefiting from the AI wave and strong demand for advanced semiconductor manufacturing processes. The total fell just short of the NT$3 trillion milestone previously projected by industry observers, yet the park maintained its position as the largest among Taiwan's three major science parks....

Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices and weakening consumer electronics demand could pose headwinds for the sector in 2026....

InnoCare Optoelectronics is expanding its global service network to capture growth from rising regional economies. Chairman James Yang said the company has entered India with localized manufacturing to reduce tariff barriers while addressing demand for healthcare digitalization. In the Americas, InnoCare has established local repair centers to provide immediate technical support and after-sales services, strengthening customer service and market share across regional markets....

Samsung Electronics' annual flagship Galaxy S26 series recently opened for pre-orders and began deliveries on March 13. Qi-meng Chen, general manager of Taiwan Samsung's mobile communications division, said the initial wave of S26 pre-orders exceeded expectations, with overall sales growing 25% compared to the previous generation....

The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the European Union, South Korea, Japan, India, and Taiwan. Taiwan's government said the move was anticipated after the recent Supreme Court of the US ruling that struck down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), prompting Washington to seek alternative legal mechanisms to maintain its tariff framework....

South Korea's leading battery makers showcased next-generation solid-state battery technologies at InterBattery 2026 as the industry pivots to new technologies amid slowing overall market growth. Major battery manufacturers are targeting mass production of solid-state batteries between 2027 and 2029, making product maturity and performance demonstrations the key highlights of this year's exhibition....

Facing ongoing DRAM shortages and widespread capacity constraints, chipmaker Winbond has raised the price of its 4Gb DDR3 chips to match that of equivalent DDR4 products. The company is rapidly increasing DDR4's share to 60-70% of output, with small shipments of 16nm 8Gb DDR4 already underway and sales growth expected in the second quarter of 2026....

Compound semiconductor maker Intelligent Epitaxy Technology (IntelliEPI) reported that its indium phosphide 200G PIN products have become the company's main revenue driver as demand for optical communication rises with AI data center vertical scaling. Optical communication now represents 51.8% of sales, surpassing electronic products....

Pan-International Industrial Corp. expects double-digit revenue growth in 2026 by concentrating on AI servers and robotics as its two main growth engines, chairman Kuang-yao Lee said. The company aims to boost new business contributions and "launch a high-growth cycle." Full-year 2025 revenue, however, is expected to remain roughly flat year over year amid tariff and raw material headwinds....

M31 Technology posted a record consolidated revenue of NT$1.78 billion (US$55.94 million) for 2025, up 20.3% year on year, with the fourth quarter of 2025 delivering a new quarterly revenue high and a recovery in operating margin to 17.4%....

Recent years have seen the dawn of a new era in warfare as militaries incorporate AI technologies into their operations. With countries seeking to gain the military edge, companies like EdgeRunner AI argue that they are the next frontier in warfare, creating products better suited for battle than LLMs such as Anthropic's Claude....

AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra Wide I/O (UWIO) memory has begun generating revenue, with several customers entering specification design and pilot production. The company is working with more than a dozen global clients....

Taiwanese flat-panel maker Innolux is seeking buyers for its Fab 2 and Fab 5 facilities as part of a consolidation strategy aimed at addressing persistent oversupply in the display industry, chairman Jim Hung said....