08
Jan
08
Jan
AI server exports boost Taiwan air cargo market
To widen its lead over China, US President Donald Trump is actively promoting AI and high-tech infrastructure development. According to Taiwanese air freight operators, strong demand in the air cargo market is closely linked to the AI, semiconductors, electronic components, and e-commerce sectors. Notably, 40% of servers imported by China in 2024 originated from Taiwan.
08
Jan
E Ink drives global e-paper market with new tech standards
The e-paper market is rapidly expanding, with E Ink projecting the global market size to reach approximately US$8.7 billion in 2025, growing at a compound annual growth rate (CAGR) of more than 30%. To address confusion among competing technologies, E Ink has launched a global positioning initiative that clearly defines true e-paper technology by three key criteria: zero watts static power consumption, reflective display, and eye protection.
08
Jan
Warehousing and logistics emerge as early market for humanoid robots
Humanoid robots are beginning to move out of pilot programs and technical trials as companies involved in their development push toward early commercial use. Industry participants say adoption is likely to focus initially on a limited number of sectors, including manufacturing, warehousing and logistics, healthcare and elder care, and selected commercial services.
08
Jan
TDK targets AI smartphones and foldables, plans to launch next-gen silicon anode battery
Japanese electronic components manufacturer TDK Electronics announced that it plans to update its industry-leading silicon anode battery technology later in 2026, coinciding with Apple and other electronics makers launching new devices for the end of year shopping season. TDK has made significant progress in increasing battery capacity while maintaining slim device profiles, and its technology is currently mainly adopted by Chinese smartphone makers.
08
Jan
Johor seeks broader collaboration with ByteDance beyond data centers
The Johor state government in Malaysia is urging ByteDance to expand its role beyond data centers. The state aims to position itself as a strategic partner for the company’s long-term digital plans. Onn Hafiz Ghazi, Johor’s chief minister, recently led a delegation to China to meet with senior ByteDance executives, according to Bernama and Nanyang Siang Pau.
08
Jan
Yageo subsidiary Pulse takes the lead in raising ferrite bead prices as silver price surges
Taiwan-based passive component giant Yageo continues to be affected by and respond to price hikes. Following Kemet’s two price increases for tantalum capacitors within six months in 2025, the group’s magnetic components brand Pulse has now also announced price increases due to persistently elevated prices of key raw materials, including silver.
08
Jan
Humanoid robots eye commercial rollout in 2026
Industry supply chain sources say 2026 is increasingly being viewed as a potential inflection point for the commercialization of humanoid robots, as more developers complete product development and begin rolling out systems across manufacturing, warehouse logistics, and hospitality operations.
08
Jan
Huawei’s Ascend 950 tests South Korea’s AI market
Huawei has signalled a renewed push into South Korea’s AI infrastructure market, outlining plans to introduce its next-generation AI processor — widely expected to be the Ascend 950 — packaged with an end-to-end stack spanning hardware, software, networking, and storage.
08
Jan
Transcom’s 2026 rebound: Taiwan Dome drives counter-drone demand
Transcom is targeting a return to growth in 2026 as defense procurement picks up and demand rises for counter-drone systems and air-defense infrastructure, following a steep revenue decline last year tied to delayed military certifications and shipments.