26
Feb
26
Feb
AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC
Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects demand for high-voltage components to recover in 2026. Cooling fans used in AI and general-purpose servers are also recording strong growth. In 2025, fan products accounted for 27% of total revenue, and the company expects further expansion in 2026.
26
Feb
WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion (approx. US$111.7 million) expansion, including a new factory in Renwu, Kaohsiung.
26
Feb
Macronix January profit surges 195%; OSE, Walton earnings rise
Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net income of NT$304 million (US$9.73 million) for the month, up 195% year on year. Net income attributable to the parent reached NT$271 million, also up 195%, with earnings per share of NT$0.15.
26
Feb
The ‘AI general’ emerges: OpenAI report details China’s automated operations in Japan-Taiwan corridor
A new era of automated geopolitical warfare has arrived in East Asia. In its recently published “Disrupting Malicious Uses of AI” report, OpenAI reveals that Chinese state-sponsored actors have moved well beyond simple bot networks. They are now deploying artificial intelligence as a strategic “operational manager” — coordinating complex “cyber special operations” (wǎngluò tèzhàn) against Japan’s leadership and Taiwan’s digital sovereignty.
26
Feb
BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave
As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors.
26
Feb
Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating capacity toward advanced memory nodes.
26
Feb
Nvidia constrained in China as local AI players strengthen market position
Nvidia’s ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The controls have already forced Nvidia to take a US$4.5 billion inventory charge and have left the company uncertain about future revenue from China. Meanwhile, local competitors, some strengthened by recent IPOs, are expanding rapidly, potentially reshaping the global AI market.
26
Feb
Chinese automakers surge in Europe as plug-in hybrids outpace diesel
Europe’s auto market stumbled at the start of 2026. Overall vehicle sales fell 3.9% in January from a year earlier, as most major manufacturers reported declines and consumer demand remained uneven.
26
Feb
Amazon’s potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the escalating AI compute arms race and OpenAI’s need to diversify beyond Microsoft while navigating immense operational costs and financial risks.