Quanta Computer and Compal Electronics, two of Taiwan’s largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March left the following month with little to fill. The drop reflects a familiar quarter-end timing pattern rather than a demand collapse, executives said.

At CYBERSEC 2026 in Taiwan, cybersecurity vendors are moving beyond single-product performance and focusing instead on operational resilience — helping enterprises maintain business continuity when attacks occur. The shift is driving demand for managed detection and response (MDR), supply-chain verification, and lifecycle security compliance as companies confront increasingly complex threats and tightening regulations such as the EU’s Cyber Resilience Act (CRA).

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology competition, fueled by accelerating investment in AI infrastructure and electric vehicles.