Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness and supplementary education, both posting annual compound growth rates above 20%. The company is now positioning subscription payments and receivables financing as its next major revenue engine.
Below are the most-read DIGITIMES Asia stories from the week of February 2-9, 2026.
Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's president, said the company anticipates strong performance across the board. In response to concerns that Nvidia's procurement strategies might compress supply chain margins, Lin declined to comment on specific clients but emphasized that Wistron's business remains stable and its profitability intact.
The AI agent sector intensified in early 2026 as the simultaneous arrival of Anthropic's Claude Cowork and Peter Steinberger's OpenClaw catalyzed significant interest across the global technology community. While both represent a shift toward independent desktop agents, they operate on different ends of the permission spectrum. OpenClaw grants deep system-level access to files, applications, and chat histories, whereas Claude Cowork functions within secure, user-authorized boundaries to manage file organization, data processing, and document generation.
Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year, marking a new high for the period.
The US and India have agreed on a framework for an interim trade agreement aimed at expanding market access and strengthening supply chains, marking a step toward a broader bilateral trade agreement launched earlier this year by President Donald Trump and Prime Minister Narendra Modi.
Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential ahead and across a broader range of applications. He emphasized that AI server manufacturing is becoming increasingly complex, with much faster iteration cycles, a trend that works in favor of Taiwan's ODM industry. As products grow more complex, ODMs will not revert to low-margin models of the past.
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion an opportunity to grow its market share in NAND controllers.
India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as India diversifies trade partners.
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering a powerful start to 2026. From advanced cooling solutions and ASIC thermal modules to satellite communications components and semiconductor testing services, companies such as Microloops, Universal Microwave Technology (UMT), and MSScorps are seeing demand surge, translating into record revenues and strengthening growth visibility for the year ahead.
Elon Musk said artificial intelligence computing could become more cost-effective to deploy in space than on Earth within the next 30 to 36 months, arguing that power generation and terrestrial infrastructure are emerging as the primary constraints on AI expansion rather than semiconductor supply.
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