08
Mar
With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand facilities to capitalize on this clearly emerging trend, with room for further growth. In addition, the company has several ongoing projects to develop BBUs tailored for high-voltage direct current (HVDC) systems, targeting mass production as early as 2027.
08
Mar
Applied Materials VP warns AI growth may hit energy, not chip limits
AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.
08
Mar
Wistron posts record February revenue driven by AI server shipments
Wistron Group’s February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37% in February, with continued growth expected as PC-related shipments rise in March alongside sustained demand for AI servers and network switches.
08
Mar
Taiwan and the UK sign space industry pact to deepen supply chain cooperation
Six months after Taiwan and the United Kingdom held their first Taiwan–UK Space Industry Roundtable in Taiwan in September 2025, the two sides have taken another step toward deeper cooperation in the space sector.
08
Mar
Phison rides AI wave to record profits; foresees explosive growth through 2026
Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter for 2025, driven by an insatiable global appetite for AI-ready storage. The company posted record-breaking revenue of $719 million (NT$22.8 billion), with EPS hitting an all-time high of NT$21.74.
07
Mar
The long game of Rick Tsai: from TSMC’s darkest hour to the AI era
In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the world’s most critical chipmaker, the lights were dimming. Utilization rates—the lifeblood of a semiconductor fab—had plummeted below 40%. Orders were vanishing.
07
Mar
Qwen shake-up sparks AI talent war with Z.ai and DeepMind
According to TechWeb, on March 5, 2026, Alibaba CEO Eddie Wu formally approved Alibaba’s core Qwen team member Jun-Yang Lin’s resignation in an internal letter to Tongyi Lab, announcing the creation of a “foundation model support group” to coordinate resources and strengthen future LLM development.
07
Mar
Asus TUF Gaming VG34WQL5A and Asus TUF Gaming VG34WQ5A bring a 400Hz mode
07
Mar
TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its capacity utilization rate reaching a high level in the fourth quarter of 2025.
07
Mar
Largan avoids low-margin orders as optical industry enters slow season
Adam Lin, chairman of optical lens and optoelectronics maker Largan Precision, emphasized the company’s strategic focus on avoiding orders with low profit margins that could reduce production line efficiency in 2026. This approach aims to optimize profitability amid the traditional first-quarter seasonal slowdown, with overall utilized capacity expected to be less tight than in previous years.