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Mar 9

US and Finland lead bids for Taiwan's quantum hybrid computing system

The Taiwanese government has decided to advance its second-phase quantum computing program. It will build a high-power quantum computing (HPQC) heterogeneous hybrid computing system in southern Taiwan, inviting international vendors to bid.

China's new Five-Year Plan pairs tech push with consumption pivot

Mar 9

Chinese optics firms shift from smartphones toward higher-end applications

Mar 9

Inside Apple's US$599 MacBook Neo and the 3D-printed future

Mar 9

MWC 2026: How AI is reshaping devices, networks, and data policy

Mar 9

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AIZhen Ding posts slight 4% revenue drop in February amid strong AI demand

Mar 10, 11:51

Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million), despite being part of the traditional off-season for consumer electronics. The company highlighted that momentum for products related to high-end AI continued to see robust growth, while revenue from servers, optical communications, and IC substrates all maintained a year-over-year growth of more than 60%, indicating that its revenue structure is rapidly shifting toward high-end AI applications.

AICommentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

Mar 10, 11:43

Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek V4 is now moving to another topic: OpenClaw and the developer practice known as "raising the lobster," which has triggered wide discussion across AI communities.

IT COMPONENTS, PERIPHERALSNvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says

Mar 10, 11:25

Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea Economic Daily and Wccftech.

AIApple's smart home ambitions stalled by Siri AI delays

Mar 10, 11:08

Apple's plans to expand deeper into the smart home market are facing renewed delays as the company struggles to complete a long-promised AI overhaul of Siri. The setbacks are pushing back a suite of interconnected devices — including a smart home display, updated HomePod speakers, and a new Apple TV 4K — until the upgraded AI platform is ready.

ICT MANUFACTURINGCoretronic delays some imaging product deliveries due to Middle East conflict

Mar 10, 11:05

Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative revenue for January and February at NT$6.079 billion, a 12% increase from the same period in 2025.

AIAnthropic sues US over Pentagon supply-chain risk label

Mar 10, 10:42

Anthropic PBC has filed a lawsuit against the US government after the Pentagon designated the AI startup a national security supply-chain risk, escalating a dispute over the company's refusal to lift restrictions on the military use of its technology. In a complaint filed March 9 in federal court in California, the San Francisco-based company alleged the designation was unlawful and requested that a judge block federal agencies from enforcing related directives. The move follows a decision by the US Department of Defense to shift its AI work away from Anthropic and its Claude chatbot.

SERVER, IPC, CLOUD COMPUTING, IOTHPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies

Mar 10, 10:10

Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply prompted contract and pricing changes to protect margins and secure capacity.

SERVER, IPC, CLOUD COMPUTING, IOTHPE beats earnings expectations as networking strength offsets cloud softness

Mar 10, 09:57

Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts said the company navigated rising component costs better than expected, although cloud and AI revenue slightly missed estimates. The company also raised parts of its full-year outlook.

AIMoxa eyes Middle East market growth amid energy and AI infrastructure demand

Mar 10, 08:29

Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region at its Lunar New Year media event. General Manager Eddy Lin emphasized that geopolitical conflicts remain a concern, but ongoing semiconductor capacity expansion, supply chain diversification, edge AI upgrades, data center buildout, and critical system monitoring will drive double-digit growth for Moxa in 2025.

ICT MANUFACTURINGBeyond the qubit: Taiwan's phase 2 quantum plan targets full commercialization

Mar 10, 08:27

Taiwan is accelerating its push into quantum computing. As global competition intensifies — with the US, China, and Europe all pouring resources into the technology — the island is moving beyond lab research and into full-scale commercialization.

SERVER, IPC, CLOUD COMPUTING, IOTQuanta AI server surge cuts notebook revenue share below 20%

Mar 10, 08:27

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month and rose 43.2% year-over-year, reaching the third-highest monthly level on record. Quanta said the high unit prices of AI servers and firm order demand will drive revenue growth in 2026, while notebook revenue will fall below 20% of the total.

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