15 Mar
Latest News and Trends

AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook

Taiwan’s ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit year-over-year revenue growth. Wistron’s revenue growth exceeded triple digits when Wiwynn is excluded. Companies expect March, the final month of the quarter, to mark the revenue peak for the first quarter of 2026.

Continue reading

14 Mar
Latest News and Trends

AI server boom lifts WPG Holdings to record February revenue

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.

Continue reading

14 Mar
Latest News and Trends

TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity

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.

Continue reading

14 Mar
Latest News and Trends

Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth

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.

Continue reading

14 Mar
Latest News and Trends

FedEx expands Taiwan hub to meet AI and semiconductor logistics surge

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.

Continue reading

14 Mar
Latest News and Trends

Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand

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.

Continue reading

14 Mar
Latest News and Trends

Southern Taiwan Science Park revenue nears NT$3 trillion in 2025

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.

Continue reading