The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing, design services, and mechanical infrastructure sectors. While seasonal factors such as the Lunar New Year holiday influenced month-over-month figures, significant year-over-year surges underscore a sustained demand for high-performance computing (HPC) and AI applications.

On March 10, 2026, the US International Trade Commission (USITC) announced the launch of a Section 337 investigation targeting 20 automotive parts manufacturers across Taiwan, China, and the US. The probe follows a lawsuit filed by General Motors (GM) and includes 10 leading Taiwanese aftermarket (AM) suppliers such as Tong Yang Industry, DEPO Auto Parts, and Gordon Auto Body Parts. This unexpected patent litigation has come as a shock to Taiwan’s automotive collision parts exporters, and also signals a shifting competitive landscape in the global automotive supply chain.

To align with the industry trend of hardware-software integration, industrial PC (IPC) maker Flytech has invested in AI software development since 2019. After years of development, its three software subsidiaries all delivered strong performances in 2025, boosting the related revenue share from 0.1% in 2023 to about 2%, a more than 20-fold increase.