12
Mar
12
Mar
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and pushing overall operations to rise quarter by quarter. The company expressed confidence that full-year 2026 performance will achieve high single-digit to double-digit growth compared with 2025, as demand for AI shows no signs of slowing and continues to drive strong momentum in related infrastructure shipments.
12
Mar
Aplex warns shipment delays cut February revenue, eyes clearer market by 2Q26
Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained stable and the company was positive about operations in the first quarter of 2026.
12
Mar
Coretronic monitor shipments show potential, two new production lines added in 1Q26
OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years. There was originally only one production line, but in the first quarter of 2026, Coretronic added two new lines to meet demand. Coretronic expects that monitor products in 2026, covering both OLED and LCD technologies, will see overall shipment volumes grow severalfold.
12
Mar
AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while some case makers saw weaker month-to-month sales due to seasonal factors.
12
Mar
Taiwan leads Embedded World 2026 with largest exhibitor presence; targets ‘non-red supply chain’ demand
Embedded World 2026 officially opened on March 10 in Nuremberg, Germany, featuring a particularly large turnout of Taiwanese participants. Taiwan emerged as the country with the most exhibitors at this year’s event, with over 140 supply chain companies taking part.
12
Mar
Qisda names Google Cloud Taiwan GM Cally Ko as president in leadership reshuffle
Qisda’s board approved its 2025 financial results, reporting consolidated revenue of NT$207.9 billion (approx. US$6.55 billion), up NT$6.2 billion year-over-year. Gross profit reached NT$35 billion, operating income NT$3.2 billion, and net profit after tax NT$1.39 billion. Net profit attributable to the parent company totaled NT$1.14 billion, with earnings per share (EPS) of NT$0.64.
12
Mar
Daxin expands capacity to meet rising semiconductor material demand
Daxin, a key player in semiconductor materials, has seen rapid growth in recent years. Currently, wafer process materials account for a larger share of revenue than advanced packaging materials, and both segments are expected to continue expanding.
12
Mar
CATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion
CATL released its 2025 annual report on March 9, reporting revenue of CNY423.7 billion (approx. US$61.3 billion), up 17.04% year-over-year. Net profit reached CNY72.2 billion, rising 42.28%, indicating profit growth outpaced revenue expansion.
12
Mar
Jiu Han targets NT$10B revenue by 2030 with NT$11.6B orders in 1Q26
Jiu Han System Technology, a leading cleanroom and turnkey project contractor, reported strong profit growth in 2025 driven by peak construction periods and approval for large-scale projects. Benefiting from AI-driven demand and advanced process manufacturing, the company revealed that its order book as of the first quarter of 2026 totaled NT$11.6 billion (US$364.78 million), with order visibility extending two to three years.