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Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects demand for high-voltage components to recover in 2026. Cooling fans used in AI and general-purpose servers are also recording strong growth. In 2025, fan products accounted for 27% of total revenue, and the company expects further expansion in 2026....

Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net income of NT$304 million (US$9.73 million) for the month, up 195% year on year. Net income attributable to the parent reached NT$271 million, also up 195%, with earnings per share of NT$0.15....

Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion (approx. US$111.7 million) expansion, including a new factory in Renwu, Kaohsiung....

A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored actors have moved well beyond simple bot networks. They are now deploying artificial intelligence as a strategic "operational manager" — coordinating complex "cyber special operations" (wǎngluò tèzhàn) against Japan's leadership and Taiwan's digital sovereignty....

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors....

Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating capacity toward advanced memory nodes....

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The controls have already forced Nvidia to take a US$4.5 billion inventory charge and have left the company uncertain about future revenue from China. Meanwhile, local competitors, some strengthened by recent IPOs, are expanding rapidly, potentially reshaping the global AI market....

Europe's auto market stumbled at the start of 2026. Overall vehicle sales fell 3.9% in January from a year earlier, as most major manufacturers reported declines and consumer demand remained uneven....

OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the escalating AI compute arms race and OpenAI's need to diversify beyond Microsoft while navigating immense operational costs and financial risks....

Benefiting from its group integration strategy, Taiwan Mask Corporation (TMC) is seeing operations that are gradually recovering. The parent company's core business has seen five consecutive months of profit growth. In January 2026, consolidated revenue reached NT$536 million (US$17.2 million), with the core photomask business contributing NT$340 million, accounting for over 60% of total revenue — marking nearly a one-year high. The company's monthly self-reported profit came close to the NT$100 million mark....

The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn that any disruption to Taiwan's chip supply, whether from geopolitical tensions or natural disasters, could trigger a global economic crisis....

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures are accelerating a move toward higher-power, higher-density server cabinets, a shift that is increasing demand for specialized mechanical components such as slide rails. The company said this trend will influence design requirements and production strategies over the next several years....

Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics....

At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has recently begun selling multiple SSD and storage products in Taiwan through distributors, targeting gamers, content creators, and high-performance PC builders....

As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly leading a market recovery, gradually breaking free from the post-pandemic overexpansion downturn. Despite the rapid market recovery for IC substrates, the short-term problem of T-glass fiberglass shortages remains. Although improvement is expected in the second half of 2026, high-end ABF substrate supply is likely to remain tight until the end of the year, and nearly all customers are facing limitations in sourcing fiberglass....

Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth memory products....

Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence (AI) and high-end applications. The company also benefited from an optimized product portfolio and the completion of its acquisition of Japan's Shibaura Electronics, which was consolidated into group revenue starting in November 2025....

The Malaysian Anti-Corruption Commission is probing the MYR1.11 billion (US$250 million) agreement with UK-based Arm Holdings amid seizures, arrests, and political fallout. The government maintains the Cabinet-approved deal is still in force, and ministers have pledged cooperation with investigators....

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes....

DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with long-standing industry practice, according to two sources familiar with the matter....