Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million), despite being part of the traditional off-season for consumer electronics. The company highlighted that momentum for products related to high-end AI continued to see robust growth, while revenue from servers, optical communications, and IC substrates all maintained a year-over-year growth of more than 60%, indicating that its revenue structure is rapidly shifting toward high-end AI applications.

As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne molecular contamination (AMC) solutions from major suppliers such as Greenfiltec, Yesiang, and Sweden’s Camfil. Driven primarily by TSMC’s aggressive capacity expansion and rapid progress in advanced nodes, these companies have recently faced rare supply tightness, sparking a new wave of price increases.

Taiwan’s tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan’s export tariffs in line with those of Japan and South Korea. However, a recent US Supreme Court ruling has complicated the outcome. While 70% of Taiwan’s exports—primarily electronics and components—remain duty-free under International Trade Administration (ITA) rules, new uncertainties have emerged that could influence Taiwan’s trade strategy going forward.