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According to TechWeb, on March 5, 2026, Alibaba CEO Eddie Wu formally approved Alibaba's core Qwen team member Jun-Yang Lin's resignation in an internal letter to Tongyi Lab, announcing the creation of a "foundation model support group" to coordinate resources and strengthen future LLM development....

In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the world’s most critical chipmaker, the lights were dimming. Utilization rates—the lifeblood of a semiconductor fab—had plummeted below 40%. Orders were vanishing....

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical module market remains undersupplied, with cloud service providers (CSPs) accelerating orders. The company has positioned itself across both receiver and transmitter components and targets mass production of 200G photodiodes (PD) and CW laser products in 2026, with shipments expected to increase from 2025 levels....

High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025....

Adam Lin, chairman of optical lens and optoelectronics maker Largan Precision, emphasized the company's strategic focus on avoiding orders with low profit margins that could reduce production line efficiency in 2026. This approach aims to optimize profitability amid the traditional first-quarter seasonal slowdown, with overall utilized capacity expected to be less tight than in previous years....

TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its capacity utilization rate reaching a high level in the fourth quarter of 2025....

Wire and cable maker Hotron Precision Electronic Industrial's subsidiary, SmartGreen Solution, signed a long-term partnership with Canadian company Grid Vici on March 5, 2026. From June 2026 to December 2030, SmartGreen will serve as Grid Vici's exclusive manufacturing supplier, securing orders valued at up to NT$20 billion (US$630 million) over 3-5 years. Shipments are expected to begin in 2026....

Automation World (AW) 2026 has concluded at COEX in Seoul, marking a turning point regarding hardware-centric automation. As the industry faces pressures from demographic shifts, supply chain volatility, and changing regulations, the event served as a global stage for the transition toward physical AI and Software-Defined Automation (SDA)....

The "brain" of humanoid robots has shown promising advances in artificial intelligence. Yet, perception and physical coordination remain rudimentary, and moving from prototypes to practical use will confront three significant barriers: an overwhelming data burden and tactile sensing gaps, stringent safety requirements, and an absence of tested rules and commercial pathways. This combination will slow broad deployment and raise liability and security concerns....

Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing to be a major customer, according to a Wall Street Journal report....

AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory market has prompted customers to secure supply earlier than usual. Although rising memory wafer costs may pressure margins, the company expects gross margin to remain around 45%....

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....

According to the latest vehicle registration data released in early March 2026, Taiwan's auto market saw a sharp drop of nearly 40% in total vehicle registrations to about 22,000 units in February, due to fewer working days from the Lunar New Year holiday. However, the electric vehicle (EV) segment displayed a pronounced "watershed" effect, with certain models bucking the general trend and reshaping the competitive landscape for 2026 between domestic and imported EVs....

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....

Rising tensions in the Middle East are adding a new layer of uncertainty for the global automotive industry, raising the risk that geopolitical disruptions could once again ripple through production costs, energy supply and logistics networks....

Tata Motors is doubling down on electric vehicles as India's energy transition accelerates, leveraging policy protection, aggressive pricing, and localization to defend its 40% EV market share while preparing a new wave of products and expanding infrastructure from 2026 onward....

Alibaba Group Holding Ltd.'s core team behind its Qwen large language model faced renewed turbulence after the abrupt resignation of its original technical lead prompted an emergency all-hands meeting on March 4. CEO Eddie Wu addressed the Qwen team in person as management sought to steady internal concerns....

SuperAlloy Industrial said it plans to return to growth by 2026, pivoting to semiconductor components and expanding its recycled aluminum capacity, following a subdued year for its forged aluminum wheel business....

Microip will attend Embedded World 2026 in Nuremberg, Germany, from March 10 to 12. The company has released details of several new hardware and software platforms it plans to showcase at the event....

Rising global silver prices have pushed the cost of silver paste used in solar panels up about 2.5 times in six months, intensifying competition across the solar supply chain and accelerating interest in next-generation solar cell technologies....