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Mar 19 SEMICONDUCTORS

Analysis on Micron's strategic pivot: de-commoditizing the memory industry

Mar 19 SEMICONDUCTORS

China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Mar 19 SEMICONDUCTORS

Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support

Nvidia GTC 2026

Nvidia's annual GTC conference took place March 16-19, returning to the SAP Center in San Jose, with CEO Jensen Huang outlining the company's latest advances across the full AI stack.

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SEMICONDUCTORS

Mar 19

Micron delivers record-breaking 2Q26 financial results driven by AI demand

Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin, and earnings per share. The results highlight the increasingly strategic role of memory and storage in the artificial intelligence (AI) era.

Mar 13

Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown

The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition.

Mar 19

AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU) to expand semiconductor cooperation, signalling a broader push into AI chips, memory, and foundry services.

ICT

Mar 13

AW 2026: a reality check for the fully autonomous era

Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation.

Mar 19

Nvidia elevates AI storage, putting NVMe SSD makers at the center

Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center design and the broader supply chain.

Mar 19

Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex

Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip export restrictions have disrupted its earlier capital expenditure strategy.

TRENDING

COMMUNICATIONS

Mar 19

Foldable phone shipments may near 30 million in 2026 as Apple enters market

Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift stands to affect handset makers, app developers, and component suppliers alike, as competition drives innovation, product variety, and potentially lower prices.

Mar 18

MOEA says 6G standard to be finalized by 2029, urges early preparation

Chao-Chung Kuo, director general of the Department of Industrial Technology at the Ministry of Economic Affairs (MOEA), announced that the 6G standard will be finalized by 2029 and urged Taiwan to prepare early across products, systems, and spectrum to secure a position in the global 6G industry.

Mar 18

Samsung taps Apple, IBM, Walmart executives in global talent push

Samsung Electronics is actively recruiting top global talent, having lured several senior executives from multinational giants such as Apple, IBM, and Walmart through 2025. The move aims to strengthen the competitiveness of its mobile eXperience (MX) and visual display (VD) businesses.

ELECTRIC VEHICLES

Mar 19

US reveals Tesla battery deal with LG, lifting veil on supply chain

US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement worth KRW6 trillion (approx. US$4 billion) with Tesla in July 2025.

Mar 19

Honda books US$15.7 billion EV loss after scrapping projects and compensating suppliers

Japan's Honda Motor Co. stunned investors in March 2026 by announcing up to JPY2.5 trillion (approx. US$15.8 billion) in impairment losses tied largely to its troubled push into electric vehicles, underscoring how even one of the industry's most storied innovators has struggled to navigate the global shift away from gasoline engines.

Mar 19

As Chinese automakers push overseas, Western suppliers reclaim upper hand

Buffeted by a slower-than-expected shift toward vehicle electrification and electronic architectures—along with the crosscurrents of tariffs and inflation—the global auto market turned in a muted performance in 2025. Yet even as layoffs and restructuring swept through many Western suppliers, Europe's and America's legacy Tier 1 manufacturers managed to hold margins steady, revealing a survival strategy built on internal austerity and external reinvention.

SUSTAINABILITY