11
Apr
Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand.
11
Apr
Analysis: Taiwan’s AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan’s listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February’s Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing.
11
Apr
BenQ Materials expands into semiconductor processes, targets advanced nodes
BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers and begun shipments to wafer fabs. It is also developing wafer grinding tapes and UV debonding tapes, which are currently under customer validation and could begin shipping as early as the end of 2026.
10
Apr
Taiwan accelerates GenAI autonomy with tax exemption for computing investments
Taiwan’s minister of digital affairs, Yi-Jing Lin, recently pointed out that the Ministry of Finance (MOF) has announced a major incentive encouraging the private sector’s investments in AI computing equipment. Under the Act for Promotion of Private Participation in Infrastructure Projects, eligible investors who sign contracts with the Ministry of Digital Affairs (MODA) can enjoy significant tax benefits from their investments in AI computing equipment.
10
Apr
Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually rebounding. However, the main problem at present remains tight supply, he said during the company’s 2025 annual results and dividends briefing held on April 9.
10
Apr
Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
High-end ABF substrate wet process equipment maker Eclat Forever Machinery (EF) announced that, driven by clear expansion momentum from domestic IC substrate customers, capital expenditures will significantly increase starting in 2026. The company expects related production capacity to remain fully utilized through the end of the year, targeting double-digit revenue growth for the full year.
10
Apr
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung’s Design Solution Partners (DSPs) in 2019. After overcoming initial challenges, the company has returned to profitability and now aims to surpass KRW1 trillion (US$673.2 million) in revenue by 2029 or 2030 through its self-developed 2nm server platform, ADP620.
10
Apr
AI spending shifts to edge inference as GITEX Asia spotlights monetization push
GITEX Asia 2026 wrapped up in Singapore with a clear shift in industry priorities, as artificial intelligence (AI) spending moves from infrastructure buildout toward monetization, with inference and edge deployment emerging as the next battleground.
10
Apr
Analysis: Agent computers target next PC role, push AI compute to the edge
AI agents are moving beyond chat into execution, handling tasks, workflows, and decisions. That shift is giving rise to a new hardware category: the agent computer. Built for persistent, local AI operation with direct control over tools and data, it is emerging as a contender for the next core of personal computing.
10
Apr
E Ink’s trade-show shift spotlights rivalry and could accelerate ChLCD commercialization
E Ink Holdings will forgo Touch Taiwan in 2026 to showcase at COMPUTEX, ceding a higher-profile presence at the domestic show to cholesteric liquid crystal e-paper maker IRIS Optronics. This move may reshape buyer attention and partnership dynamics in the e-paper sector. The decision reflects E Ink’s focus on large-size electrophoretic products and international buyers.