15 Mar
Latest News and Trends

Think like an octopus: Microchip COO makes the case for distributed edge AI

The AI industry’s obsession with bigger, faster, and more powerful models may be solving the wrong problem — at least when it comes to the billions of devices operating at the edge. At Embedded World 2026 in Nuremberg, Germany, Microchip Technology COO Richard J. Simoncic offered a pointed counterargument to the prevailing hype, and he used one of nature’s most unusual creatures to make it.

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15 Mar
Latest News and Trends

Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years

Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence (AI) applications, including AI servers, optical communications, and IC substrates, remains strong. At the same time, order visibility and shipment momentum are rising, with AI-related products accounting for nearly 70% of revenue in 2025. Furthermore, the company expects to enter a high-growth phase in 2026.

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15 Mar
Latest News and Trends

Kwang-Hwa’s North American revenue surges 25% as overseas expansion offsets China pressure

Although automotive component manufacturer Kwang-Hwa Electronic’s primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant in recent years. Combined revenue from the two regions has increased by more than 25% year-on-year, indicating that the company’s overseas capacity expansion is gradually taking effect and helping to ease the pressure from persistent price competition in the Chinese market.

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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.

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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.

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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.

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