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Latest news and trends for industry
14
Mar
AI server boom lifts WPG Holdings to record February revenue
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Posted by
jeff
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.
14
Mar
E Ink sees record revenue, profit in 2026 as e-paper demand grows
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Posted by
jeff
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.
14
Mar
TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity
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Posted by
jeff
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.
14
Mar
US leads global AI readiness ranking, Asia claims half of top ten
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Posted by
jeff
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.
14
Mar
Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
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Posted by
jeff
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.
14
Mar
FedEx expands Taiwan hub to meet AI and semiconductor logistics surge
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Posted by
jeff
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.