26 Mar
Latest News and Trends

Hiwin order surge signals industrial recovery amid geopolitical and cost risks

Hiwin Technologies reported stronger-than-expected order momentum, driven largely by demand for semiconductor equipment, artificial intelligence (AI) infrastructure, automation, robotics, and broader industrial projects. March orders exceeded those in January and February, marking an unusually robust off-season and pointing to a gradual recovery in industrial demand.

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26 Mar
Latest News and Trends

Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20%

Ritek’s warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical disc prices are expected to rise nearly 20% in the second quarter of 2026, potentially affecting data-archiving, media production, and storage procurement strategies worldwide and could alter cost forecasts globally.

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25 Mar
Latest News and Trends

Taiwan defense groups urge support for drone industry in face of budget delays

As countries worldwide actively develop their drone industries and build autonomous supply chains, Taiwan’s progress remains stalled. In a statement issued on March 22, Taiwan’s Executive Yuan stated that drones are critical to the strategic deployment of democratic supply chains and to the military capabilities of the armed forces, urging the Legislative Yuan to expedite the review and approval of relevant budgets.

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25 Mar
Latest News and Trends

Taipei as ‘heart of global AI’: Mayor Chiang showcases city’s growing industrial magnetism at AI Expo

Driven by a wave of massive technological investments and strategic corporate partnerships, Taipei City is rapidly transforming into a premier global hub for Artificial Intelligence. Speaking at the highly anticipated AI Expo Taiwan 2026, Taipei Mayor Wan-an Chiang outlined a comprehensive vision for the city’s economic and structural future, highlighted by landmark commitments from industry titans such as Nvidia, Google, and key domestic supply chain players like Wistron.

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25 Mar
Latest News and Trends

Micron’s Singapore expansion could trigger global transformer shortage and delay AI data centers

Micron Technology’s planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor infrastructure timelines and costs for data-center buildouts, energy storage projects, and heavy electrical equipment suppliers, potentially reshaping procurement and construction schedules worldwide and logistics planning.

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25 Mar
Latest News and Trends

Yesiang pioneers regenerative filters and CaaS subscription, eyes double-digit growth in 2026

Yesiang, a global leader in advanced process micro-contamination control filters, is set to enter a double-digit revenue growth trajectory by 2026 through its innovative regenerative chemical filters and Clean Air as a Service (CaaS) subscription model. Chairman and CEO James Chuang highlighted that with major wafer foundries aggressively expanding sub-2nm advanced processes, Yesiang’s new regenerative filter product, slated for mass production in April, will strengthen the company’s industry moat and drive significant revenue gains.

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