Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand

Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity expected to reach the “thousand-level” by the fourth quarter. If customer adoption proceeds smoothly, monthly output could jump 10x to the “ten-thousand-level” by the first quarter of 2027, positioning CPO as a key growth driver for future operations.

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FedEx expands Taiwan hub to meet AI and semiconductor logistics surge

FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan’s logistics capacity amid rising demand from the AI and semiconductor sectors. The upgraded facility doubles operational space and integrates an automated sorting system capable of processing over 10,000 parcels daily, supporting rapid growth in the high-tech, semiconductor, and e-commerce industries.

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Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth

Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence (AI) servers, high-performance computing (HPC), and advanced semiconductors. Benefiting from robust AI server orders and the gradual rollout of new production capacity for 800G switches, revenue related to its copper-clad laminate (CCL) business has also grown multifold.

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Portable X-ray detector maker InnoCare expands global network as US-Iran war triggers urgent orders

InnoCare Optoelectronics is expanding its global service network to capture growth from rising regional economies. Chairman James Yang said the company has entered India with localized manufacturing to reduce tariff barriers while addressing demand for healthcare digitalization. In the Americas, InnoCare has established local repair centers to provide immediate technical support and after-sales services, strengthening customer service and market share across regional markets.

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South Korean battery makers charge up InterBattery 2026 with solid-state push

South Korea’s leading battery makers showcased next-generation solid-state battery technologies at InterBattery 2026 as the industry pivots to new technologies amid slowing overall market growth. Major battery manufacturers are targeting mass production of solid-state batteries between 2027 and 2029, making product maturity and performance demonstrations the key highlights of this year’s exhibition.

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Taiwan braces for Section 301 probes after US Supreme Court ruling, leveraging prior pacts to cushion impact

The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the European Union, South Korea, Japan, India, and Taiwan. Taiwan’s government said the move was anticipated after the recent Supreme Court of the US ruling that struck down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), prompting Washington to seek alternative legal mechanisms to maintain its tariff framework.

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