Dell sees stronger AI demand boosting early PC orders despite memory price hikes

Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia’s B300 and GB300 AI servers, with the GB10 model especially popular. While AI servers are booming, the PC market faces headwinds from memory shortages and rising prices, which inevitably impact sales. Liao expects memory price increases to persist, making current PC prices the lowest point for the year.

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Alibaba‑backed Tripo AI draws investor confidence, led by exec from Minimax

Tripo AI, founded in 2023, is rapidly emerging in AI-driven 3D content creation, turning text prompts or 2D images into production-ready 3D models in seconds. Backed by major investors like Alibaba and Baidu Ventures, the startup addresses growing demand from gaming, XR/AR/VR, e-commerce, and digital twins, positioning itself to capture a multi-billion-dollar market by democratizing professional 3D workflows.

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Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20%

Ritek’s warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical disc prices are expected to rise nearly 20% in the second quarter of 2026, potentially affecting data-archiving, media production, and storage procurement strategies worldwide and could alter cost forecasts globally.

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Hiwin order surge signals industrial recovery amid geopolitical and cost risks

Hiwin Technologies reported stronger-than-expected order momentum, driven largely by demand for semiconductor equipment, artificial intelligence (AI) infrastructure, automation, robotics, and broader industrial projects. March orders exceeded those in January and February, marking an unusually robust off-season and pointing to a gradual recovery in industrial demand.

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Chief Telecom to invest over NT$3 billion in fourth AI data center at Central Taiwan Science Park

Chief Telecom announced on March 24 that its board of directors has approved an investment exceeding NT$3 billion (US$93.5 million) to build a fourth AI data center in the Central Taiwan Science Park. The move is a response to the global surge in demand for AI computing power and proxy services, with the aim of capturing growth opportunities in AI computing, applications, and proxy services across central and southern Taiwan.

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Yesiang pioneers regenerative filters and CaaS subscription, eyes double-digit growth in 2026

Yesiang, a global leader in advanced process micro-contamination control filters, is set to enter a double-digit revenue growth trajectory by 2026 through its innovative regenerative chemical filters and Clean Air as a Service (CaaS) subscription model. Chairman and CEO James Chuang highlighted that with major wafer foundries aggressively expanding sub-2nm advanced processes, Yesiang’s new regenerative filter product, slated for mass production in April, will strengthen the company’s industry moat and drive significant revenue gains.

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