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Gallium prices hike and tight helium supply raises stake for semiconductor industry

Tomorrow's Headlines

US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla

Tomorrow's Headlines

OpenClaw drives edge AI chip and mini PC supply chain expansion

Tomorrow's Headlines

Nvidia's entry into AI agent race validates Chinese tech giants 'lobster farming' ecosystem

Tomorrow's Headlines

Legacy European and American Tier 1 suppliers reshape profit models through slimming and cross-sector expansion

Tomorrow's Headlines

Analysis: GTC 2026 highlights widening AI compute gap between China and US

Tomorrow's Headlines

Mar

18

2026

AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next

Nexcom launches humanoid robot development kit built on Nvidia IGX Thor

Nvidia partners with chipmakers to advance industrial robotics

Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply

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

Asus, Foxconn take Taiwan smart city model global

Nvidia reportedly preparing Groq AI chips for the Chinese market

Exclusive: Britain and Taiwan forge new pipeline for space engineers

The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference

Jensen Huang's survival playbook: Nvidia navigates the next AI frontier

Tencent joins OpenClaw as sponsor after copy dispute, aligns with OpenAI and Baidu

Chinese automakers navigate North America but face 2027 compliance barriers

How Meta's Manus acquisition ignited a new tech war

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

Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure

TCL's OLED debut exposes China's Korean panel dependence

Adata profits soar on memory price rally amid supply crunch

IBM completes Confluent acquisition to power real-time AI data

OpenAI teams with AWS to target US govt AI contracts

Nvidia GTC 2026: Nvidia charts optical-copper path

Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC

US Army inks US$20 billion deal with Anduril, consolidating procurement to accelerate AI-driven military modernization

Russia reportedly turns to Loongson to escape x86 sanctions

Mitsubishi Electric weighs stake sale in auto unit amid Foxconn talks

OpenAI shifts from building data centers to leasing cloud capacity

Taiwan launches 6G industry forum

In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle

Tata Semiconductor head reportedly steps down amid fab build-out

Syscom presents AI as a new operational workforce, promising measurable business change

China tightens Hong Kong IPO rules, curbs red-chip listings to stem capital outflows

Taiwan smart city expo spotlights AI robotics across industries

Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs

Nvidia secures approvals and orders for H200 in China, restarts supply chain production

Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources

Intel unveils Core Ultra 200HX Plus processors with up to 8% gaming boost

Analysis: Is Nvidia's Groq deal the endgame for AI chip startups?

Oppo seeks to offset component cost pressures with global expansion and premium push

HD Renewable Energy deepens presence in Japan's power market with 50MW Hokkaido energy storage project

India's Agnit Semiconductors raises US$2.6 million to commercialise GaN chips for telecom and power

The EV detour: Why carmakers are turning to range extenders to stay on track

Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination

Panel makers optimistic about 1Q26 despite February revenue declines

Exclusive: UK's space shake-up puts Taiwan in the orbit of Britain's ambitions

Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion

AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%

Laster Tech posts 4Q25 profit rebound, drives full-year turnaround

Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand

Dreame rollout plan for five chips: chips for robots today, AI data centers in orbit tomorrow

AI boom lifts Changs Ascending as data centers seek reliable power

Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges

China price competition hits Samsung Display shipments while Korean OLED makers regain share

Chipbond sets sights on SiPh and LPO for next phase of growth

Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers

Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal

Taiwan on track to outpace China's growth again in 2026

Wistron eyes sales model shift as AI server volume squeezes margins

Mar

17

2026

Mech-Mind Robotics champions eyes and brains for embodied AI industry

MSI to increase gaming product prices by up to 30% as memory costs spike

Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem

InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end

Hon Precision raises AI chip test capacity plan by 40% amid surging demand

Innodisk February profit jumps as cloud, AI demand lifts earnings

Korean AI trio takes industry spotlight—but can early promise survive the factory floor?

China reins in OpenClaw surge, flags AI agent security risks

MiroMind releases MiroThinker AI models focused on verifiable reasoning

Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink

MPI posts record 2025 revenue and profit, expands probe card production in Taiwan

Nvidia GTC 2026: Nvidia unveils NemoClaw to accelerate autonomous agent deployment on OpenClaw

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

Nvidia GTC 2026: NemoClaw adds security layer to OpenClaw AI agents

HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy

Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

Foxconn eyes steady growth in 2026 with 5-year AI transformation plan

Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars

MOEA establishes high-speed silicon photonics verification lab to shorten development timelines

US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price

Samsung Electronics reports shifts in raw material costs and production output in fiscal 2025

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Micron enters high-volume production of HBM4 and PCIe Gen6 SSDs for Nvidia platforms

Apple acquires MotionVFX to strengthen creator tools and subscription strategy

How Nvidia and Taiwan's co-engineering pact is fueling a US$1 trillion token economy

Alibaba forms 'Token Hub' unit to consolidate AI teams

AI-related impact on gaming industry goes beyond memory chip shortage

eMMC shortage sends NAND prices soaring, with further gains ahead

Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier

Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain

Nvidia GTC 2026: Samsung unveils HBM4E, showcasing comprehensive AI solutions, Nvidia partnership, and vision

OpenAI reportedly exploring US$10B AI venture with private equity firms

China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness

Memory supply chain defies seasonality with contract price hikes in 1Q26

Foxconn eyes high double-digit AI server shipment growth in 1Q26

SK Hynix dethrones Samsung as South Korea's most desired employer

Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia

Middle East conflict and Section 301 put manufacturers in a double bind

Inter Battery 2026: Global battery market still centered on LFP

WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products

China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?

Taiwan's exports to US hit record highs as FedEx and UPS expand cargo hubs

Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook

Nvidia signals trillion dollar infrastructure shift at GTC 2026 keynote

Nvidia GTC 2026: The agentic AI era arrives via full-stack infrastructure, open models, and simulation blueprints

Mar

16

2026

India's 2026 budget targets semiconductor supply chain with five-year tax exemptions and near-zero import duties

ASML layoffs stall, leaving workers in limbo

Sony CIS yield issue raises Apple supply risks, opens door for Samsung

AI boom fuels cargo surge at Taoyuan Airport's free trade zone

Taiwan OSAT firms log double-digit annual growth despite slow season

Gogoro founder goes missing as reports on US$4.7M debt surfaces

ESMT sees DDR3 contract prices increase as supply tightens

ByteDance pauses global launch of AI video model under copyright clash

Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe

Nvidia, Wistron lead charge in Taiwan's intensifying AI talent race

DRAM prices surge 180% as HBM competition shifts to profitability

Samsung gives humanoid robots a hand with new dexterity-focused Hand Lab

Tesla's Terafab project launches in five days in bold push into AI chip manufacturing: 200bn AI chips annually?

IC design houses push 12-inch chips as 8-inch process price hikes loom

Solar wafer supplier Sino-American Silicon advances MWT BC cells for space power

AW 2026:Sentient AI emerges as a new industrial safety layer

Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI

Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant

Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom

CMMT pushes ahead into semiconductor materials despite polarizer headwinds

GEM Services upgrades copper clip bonding for AI server dual-sided cooling

Lotes tops US$1 billion in 2025 revenue on rising demand for high-value server connectors

Walrus Pump sees AI server liquid cooling driving tech pump shipments by the second quarter of 2026

US withdraws draft for rule requiring approval for AI chip exports anywhere in the world

Analysis: BYD eyes F1 entry as it moves from gas engines to electric muscle

EW 2026: addressing eyes & hands challenges in robotics

Nvidia GTC 2026: Jensen Huang targets AI bubble fears, unveils next-generation chips

Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge

AWS and Cerebras collaborate on faster AI inference for Amazon Bedrock

Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026

Vanguard to follow Nexchip with foundry price hikes starting in April

Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs

New F1 era begins with Mercedes dominance and technical debate

Micron completes acquisition of PSMC's Tongluo P5 site in Taiwan

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers

Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays

Taiwan's science park formula, now available for export to US

OpenAI rolls Sora into ChatGPT, seeing more in store for engagement

Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand

AI server tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip

Interview: Taiwan's industrial spirit — the hidden geopolitical layer

India roundup: A reality check of chipmaking dream

HyperLight, UMC, and Wavetek form foundry partnership for high-volume TFLN chiplet production

The next robotics battleground is in the fingertips

Y.S. Tech expects Renwu plant ramp to boost 2026 capacity and high-end IT revenue

Aurotek's robotics pivot drives record revenue, targets double-digit growth

Interview: Filtronic wins SpaceX contract, looks to Taiwan for next partnerships

Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026

Himax showcases palm vein authentication and WiseEye at Embedded World 2026

Mar

15

2026

SpeedTech enters LEO satellite supply chain, eyes double-digit growth

PCB supply chains feel the heat of Middle East

After Space-Comm: How global alliances and pension reform are scaling UK space

Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing

Think like an octopus: Microchip COO makes the case for distributed edge AI

Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years

Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure

SiliconAuto's MCU debut could reshape compute allocation in vehicle platforms

AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook

Niching sees AI-driven thermal products lift early 2026 revenue despite Lunar New Year slowdown

Mar

14

2026

AI server boom lifts WPG Holdings to record February revenue

E Ink sees record revenue, profit in 2026 as e-paper demand grows

TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity

US leads global AI readiness ranking, Asia claims half of top ten

Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth

FedEx expands Taiwan hub to meet AI and semiconductor logistics surge

Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand

Southern Taiwan Science Park revenue nears NT$3 trillion in 2025

AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026

Portable X-ray detector maker InnoCare expands global network as US-Iran war triggers urgent orders

Samsung S26 sales in Taiwan rise 25%, 1TB model accounts for 15% of orders

M31's 2025 results show revenue lift but profit still weigh down by EDA costs and currency losses

Interview: EdgeRunner AI CEO on navigating ethical and strategic row over military AI

DRAM maker Nanya's custom AI memory gains traction with 10+ clients

Innolux puts Fab 2 and Fab 5 on sale as panel glut bites

Taiwan braces for Section 301 probes after US Supreme Court ruling, leveraging prior pacts to cushion impact

South Korean battery makers charge up InterBattery 2026 with solid-state push

Winbond raises DDR3 prices to match DDR4, accelerates shift to DDR4

IntelliEPI's optical products drive revenue shift, boost margins, sees forecasts faster growth for 2026

Pan-International pivots to AI servers and robotics in pursuit of double-digit growth

Mar

13

2026

War engulfs the Gulf: worst aviation crisis since Covid

In an age of AI and Trump, even supercomputers can't tell us what comes next

Flytech extends momentum in Europe and US, evaluates key component substitution

Hygon revenue jumps 57% as AI compute boom lifts China's x86 chip contender

China's Nexchip signals wafer price hikes amid capacity expansion and CIS growth

Tesla AI chip delay pushes South Korean NPU startup DeepX back six months

APMIC's US$7 million Series A financing could accelerate on-premise private AI small model adoption

ByteDance's overseas chip play puts Washington in a bind

Smart City Summit & Expo broadens scope with AI city pavilion, robotics and virtual power plants

AI server tracker: February revenue highlights across testing, design services, and rail kits

US puts East Asian countries on notice in sweeping 60-economy forced labor probe

MicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026

Chip material prices double, compound semiconductor supply chain on alert

China's NDRC warns memory price surge spreading across electronics supply chain

Acerpure expands in India with new AC line aimed at hot, energy-conscious market

USITC Section 337 investigation could reshape Taiwan's auto parts industry

Chenbro Micom revenue tops NT$20 billion on data center boom

Flytech's AI software drives revenue past NT$100M in 2025

US and Chile start talks on rare earths and critical minerals

Middle East turmoil disrupts South Korean SME exports, stokes chip supply concerns

Drone, robotics boom fuels Taiwan carbon fiber demand

Taiwanese chipmakers target drone market at Embedded World 2026

Wistron boosts investments in Taiwan and US to expand AI server capacity

South Korea passes US$350 billion investment act to anchor Korea-US strategic partnership

Lite-On sees AI infrastructure demand locked in for 18 months

JDI abandons plan to form AutoTech subsidiary, approval still subject to June 24 shareholder vote

Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients

T1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Apple slashes App Store commission in China following discussions with regulators

Ai+ Smartphone to add 3 million device production capacity in India with Optiemus Electronics

China claims T1200 carbon fiber mass production, opening doors to semiconductors and robotics

GUC outperforms as design services navigate volatility

Acer reports higher revenue and profit for fourth quarter and full year 2025

India weighs new smartphone export incentives and US$11 billion chip fund

Memory prices hit Chromebook hardest, even with AI boom

Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover

Middle East conflicts threaten affordable cars as automakers shift focus to flagship models

KYEC reports strong February revenue of NT$3.22 billion

Adobe reports strong earnings as CEO announces planned departure

Apple prepares for its 50th anniversary with global celebrations as speculation grows over new products

Innolux posts small 2025 profit during ongoing factory sale drama

GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue

Taiwan PCB output reaches $43B in 2025, TPCA says

FOCI targets CPO with automated lines, eyes revenue surge in 3 years

IT services provider Wistron ITS expects AI-driven growth in 2026

Flexium eyes 30% revenue from AI servers and smart glasses in 2026

AW 2026: a reality check for the fully autonomous era

AcBel Polytech posts strong fourth quarter 2025 results, pushes HVDC strategy for AI data centers

Samsung targets 2nm process for HBM4E base die to boost AI chip edge

Ayar Labs, Wiwynn team up to develop co-packaged optics rack-scale AI infrastructure

Monthly Chart: memory surge vs logic slump creates polarized February in Taiwan

Sysgration targets double-digit growth in AI server BBU power in 2026

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

Interview: Taiwan-UK MOU could deepen space supply chains and startup ties

Hotai Group shifts Taiwan car market strategies from volume to value in 2026

India's PC shipments hit record in 2025 on AI notebook and enterprise demand

Mar

12

2026

JetCool, Broadcom partner on liquid cooling for AI chips

Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26

UMC, HyperLight to mass-produce TFLN photonics chiplets for AI data centers

Inside Macrohard, Musk's AI venture built to run companies end-to-end

Semco seen supplying ABF substrates for Tesla AI chips via Samsung foundry

Nvidia expands GPU market share as AIB shipments rise despite increased costs

Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26

Middle East conflict rattles energy markets, squeezes IC distributors

Middle East conflict raises helium supply risks for South Korean chipmakers

Qisda bets on AI to drive 2026 turnaround

Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double

Interview: Intel-backed Bria bets on licensed data and governance to stand out in generative AI market

Asia Vital Components plans major liquid cooling expansion, expects market shift

Asia Optical posts strong 2025 profit growth led by tech upgrades

Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs

AMD CEO Lisa Su reportedly plans South Korea trip for Samsung, Naver talks during Nvidia GTC

Google completes US$32 billion Wiz acquisition, cementing cloud security push

Taiwan machinery industry sees limited impact from Middle East, freight costs in focus

IBM, Lam Research join forces on sub-1nm logic and High-NA EUV development

Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost

Clevo leans into high-end notebooks as 2025 results show modest recovery

India's 2026 semiconductor ramp unlikely to move global wafer supply needle, analysts say

Honor flagship phone to launch in Taiwan by 2Q26, shaking up market

ASE's Tien Wu: Taiwan leverages hardware strength as US chip rivalry intensifies

TIER reports strong AI-driven demand lifts manufacturing sentiment despite rising caution among some firms

Satellite 2026 to showcase Taiwan-built end-to-end satcom system

Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026

ASE's Dr. Tien Wu shares three key trends as global semiconductor output to surpass US$1 trillion

China's space surge: reusable rockets and mega-constellations reshape rivalry with US

Meta acquires Moltbook to bolster Superintelligence Labs

Asus launches infrastructure solutions group as AI server revenue surges

MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand

SMIC flags supply squeeze in memory, BCD chips

AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February

Taiwan supply chains show resilience amid global conflicts, says Qisda chairman

Meta designs four in-house chips to power data centers

Chenbro highlights four risk factors amid promising AI server outlook

Microsoft plans next-gen Xbox dev kits in 2027 as Project Helix targets PC-console convergence

US-Iran clash seen as short-term shock as markets look toward possible de-escalation

Compound semiconductors emerge as critical components in modern air defense radar systems, as seen during Iran conflict

US slaps 16 nations with Section 301 probes: Taiwan and Korea in the crosshairs

Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud

Apple's foldable iPhone may add iPad-like multitasking and wider display, Bloomberg reports

Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026

Aplex warns shipment delays cut February revenue, eyes clearer market by 2Q26

Coretronic monitor shipments show potential, two new production lines added in 1Q26

AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand

Taiwan leads Embedded World 2026 with largest exhibitor presence; targets 'non-red supply chain' demand

Qisda names Google Cloud Taiwan GM Cally Ko as president in leadership reshuffle

Daxin expands capacity to meet rising semiconductor material demand

CATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion

Jiu Han targets NT$10B revenue by 2030 with NT$11.6B orders in 1Q26

oToBrite expands into robotics, unmanned vehicles with automotive-grade vision tech

Elan and DSME collaborate on RF front-end chips to target LEO satellite market

AI demand tightens supply of high-end MLCCs; Nichidenbo sees limited US-Iran impact on tantalum capacitors

Mar

11

2026

Inventec ramps up 2026 capex in US to meet growing AI order demand

MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands

MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint

WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery

Apple's India iPhone output reaches 25% as production shifts from China

Fu Chun Shin's February revenue rises as orders hold steady

India eases investment rules for border countries, signaling cautious economic thaw with China

China moves to curb OpenClaw use at banks, agencies due to security concerns

Nvidia reportedly develops open-source NemoClaw to challenge OpenClaw

Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead

Japanese automakers to reverse-import US-spec cars

ASE breaks ground on AI advanced packaging site in Southern Taiwan, set for 2Q28 completion

Early Anthropic funder reportedly raising US$3B in new funding as VC concentrates on AI leaders

OpenClaw craze sees Mac minis briefly sold out in China as AI agent costs top CNY10,000

Samsung Taylor fab reportedly targets HPC, automotive chips; clients reach 121

JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

Nvidia audits Samsung HBM4 packaging for Rubin GPUs, report says

Japan's investment list targets AI, quantum computing, and semiconductors

Sercomm expects memory shortages and price hikes to last until end of 2026

Texas Instruments reportedly plan analog chip price hikes

China reportedly accelerating nuclear expansion while Western revival faces structural challenges

Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub

OpenClaw AI agents pull 13 tech companies into China's cloud and device ecosystem

OpenClaw downloads eclipse Linux's 30-year reach in three weeks, Nvidia CEO flags AI agent surge

Asus and Foxconn lead Taiwan's AI City National Team as Middle East conflict escalates

Oracle says AI will augment, not kill, enterprise SaaS

Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online

Oracle beats estimates as AI cloud demand drives growth and eases financing concerns

Pegatron sees February 2026 revenue drop amid seasonal slowdown

Asus: Apple's MacBook Neo undercuts mainstream notebooks, shocks PC market

MediaTek CEO: Advanced chip production due for a global rebalance

Jarllytec expects short-term trough as new hinge shipments begin

Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes

TDK to open Asia-Pacific regional headquarters in Bangalore and Singapore

India's Optiemus approves further equity investments in two wholly owned subsidiaries

AW 2026 marks the dawn of autonomous manufacturing

Asus sees 50% brand revenue growth in first two months

NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits

Analysis: Why Taiwan is building fabs it can't fill — and why that's the point

Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch

Taiwan expands semiconductor R&D infrastructure with new pilot line in the pipeline

Gemtek reports full-year revenue rise despite net loss after one-time charges

TPIsoftware's push for enterprise sovereign AI could accelerate Taiwan's AI deployments and reshape vendor partnerships

Shenzhen, Wuxi offer million-yuan subsidies to draw OpenClaw AI agent startups

Inmax advances into memory supply chain with DDR wafer-level test system

Mar

10

2026

TSMC February 2026 revenue climb on AI demand despite seasonal dip

Rugged device maker Winmate sees growth surge from edge AI and defense demand

SK Hynix develops 1c LPDDR6 DRAM for AI devices

Iran conflict threatens Gulf data center boom as attacks mount

Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins

Adlink reports 16% rise in February revenue as edge AI display demand grows

Groq reportedly urges Samsung to expand wafer production as AI chip demand surges

Qualcomm makes its move into physical AI and robotics

Zheng Hsing sees steady 2025 performance as Vietnam shift and Turvo support sustain operations

LGES reportedly drops LG Chem cathodes, taps L&F for Tesla battery supply

OpenAI to acquire Promptfoo to strengthen security testing for enterprise AI agents

Middle East conflict fuels energy crisis, Taiwan's summer power supply at risk

Samsung bets on Galaxy S26 to beat the odds in Taiwan

Chinese satellite images reveal US military buildup in Middle East

Apogee narrows 2025 losses, eyes US broadband buildout in 2026

TCC chair flags resource war risk as US-Iran tensions rattle energy markets, sees silver lining in China's green push

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

US-Israel war on Iran threatens Asian auto supply chains, squeezing Chinese exporters

TSMC expansion triggers filter material shortage and price surge

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

Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says

Apple's smart home ambitions stalled by Siri AI delays

Coretronic delays some imaging product deliveries due to Middle East conflict

Boretech eyes revenue growth in 2026 amid rising petrochemical prices

Anthropic sues US over Pentagon supply-chain risk label

Amtran expands beyond displays as networking products begin shipping

Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics

HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies

HPE beats earnings expectations as networking strength offsets cloud softness

MAtek's testing business grows with AI-era chip complexity, but profits fall

Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Samsung union plans 18-day strike, adding risk to HBM supply chain

US NDAA and BAA policies boost investment in Taiwan's defense supply chain

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

Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays

SK On cuts nearly 1,000 jobs at US battery plant as EV demand wanes

PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026

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

Quanta AI server surge cuts notebook revenue share below 20%

Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging

TSMC's Arizona fab turns profitable, validating US chipmaking push

Nanya Technology and Micron drive Acter's 2026 revenue to rise over 30%

Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls

China's EV charging war: BYD strikes back at CATL

Phison says NAND prices jumped 50% overnight as supply crunch continues

SAS Group leverages semiconductor and energy synergy from space tech to net zero

Japan targets JPY40 trillion in domestic semiconductor sales by 2040

South Korea warns Middle East conflict could disrupt chip supply chain

BOE capex slowdown raises concerns for Korean display equipment suppliers

AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec

Mar

9

2026

EU policies tighten costs and complexity for automakers, industry warns

US auto market hits a wall as subsidies dry up and buyers max out

Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

IEI Integration sees profit squeeze but expects recovery in 2026

Ability Enterprises' momentum points to strong 1Q26 outlook

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan

China warns Nexperia dispute could trigger new global chip shortage

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

Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand

Beyond the firefighter: Why automakers are overhauling the corner office

Japan reportedly weighs US display plant with JDI to counter China's LCD dominance

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

GSEO reports yearly increase in February demand, new products on track for 2H26

Taiwan server makers race to add quantum capabilities to protect future orders

Chinese optics firms shift from smartphones toward higher-end applications

Mitsui partners with Kaynes and AOI Electronics to support Indian OSAT business

Taiwan's telecoms showcase AI solutions at 2026 Smart City Expo, focusing on resilience and sustainability

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

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

Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions

South Korea's IC design moves to bridge demand and local foundries

Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan

Industry mulls thicker HBM standards for 20-layer stacks

LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up

Jabil to wind down Clinton facility, shift production to Devens

US weighs global AI chip export licensing to curb third-country diversion

AW 2026: Advantech sees a way out of physical AI's 'chaos'

Micron: LPDRAM server demand to outpace market; Taiwan key production base

Automaker leadership reshuffle deepens strain on Europe's tier 1 suppliers

Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

RichWave sees steady Wi-Fi 7 demand despite 4Q25 revenue dip, Wi‑Fi 8 eyed for 2028 rollout

Apple reshapes product lineup with budget MacBook and ultra-premium push

OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues

Weekly news roundup: TSMC probe, AI boom, and memory price surge

Exclusive: Compal advances Direct to Cell work, integrates communication modules into satellites

India roundup: Japan, South Korea deepen push as semiconductor and tech investments expand

LCD TV panel prices rise in 1Q26 as demand stays strong

Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise

Radbon sees boost from resumption of deferred orders, expects long-term growth from aerospace, defense

Exclusive interview: India's NKRF seeks global role in RF component supply chain

Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts

LCD monitor panel prices to rise in March 2026 as notebook panel declines slow

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Component price surge hits business PC market harder than consumer segment

Meribank extends semiconductor precision to biomedicine with AI and modular process

Mar

8

2026

Global auto giants retreat to 'survival defense' as electrical revolution triggers CEO reshuffle

Adata chairman expects NAND price surge in 2H26

Applied Materials VP warns AI growth may hit energy, not chip limits

DynaPack plans triple BBU capacity expansion to meet AI data center demand

Tier-1 orders from major automakers fueling growth for Hiroca

SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance

Broadcom CEO sees copper interconnects viable through 2028

Defense chips, satellite systems now "100% localized," Chinese academics say

Phison rides AI wave to record profits; foresees explosive growth through 2026

Taiwan and the UK sign space industry pact to deepen supply chain cooperation

Wistron posts record February revenue driven by AI server shipments

Mar

7

2026

Qwen shake-up sparks AI talent war with Z.ai and DeepMind

The long game of Rick Tsai: from TSMC’s darkest hour to the AI era

GCS eyes 200G optical component ramp in 2026 as AI demand grows

SmartGreen's energy tech wins CA$860M Grid Vici deal in Canada

Foxconn and TSMC advanced packaging spur V5 to consider France, US sites

Largan avoids low-margin orders as optical industry enters slow season

TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up

Mar

6

2026

AW 2026: how AX is advancing traditional automation

Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints

February EV registrations reveal new market dynamics in Taiwan

Humanoid robots hit new limits as touch sensing, safety standards slow deployment

Nvidia's LPU push could reshape inference economics as OpenAI signals major buy

AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory

Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Toyota Group's Denso bids up to US$8 billion to acquire Rohm

Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue

MacBook Neo lowers Apple’s entry barrier, challenging budget laptops

Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026

Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain

Europe's automakers brace for energy and logistics shocks from Middle East tensions

Tata cements EV lead in India as 2026 roadmap targets scale, premium push and charging dominance

Alibaba faces questions over Qwen continuity after sudden departures and structural shift

SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum

Edge AI developer Microip brings AIVO platform to drone systems

Rising silver prices shift solar technology race toward low-silver cells

Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue

Chicony Power sees strong 1Q26 amid customer inventory replenishment

South Korean Academia: NAND scaling nears ceiling; China seen closing gap

Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment

Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains

SK Group chairman reportedly to meet Nvidia CEO at GTC

Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment

Taiwan and US to jointly boost investments in five trusted industries

AW 2026: Wonik Robotics redefines precision dexterity in humanoids

AW 2026: Asus expands B2B with NUC 16 Pro mini PC ahead of IPO

UK space industry warns supply chain strains threaten growth, urges shift from grants to contracts

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Hormuz tensions test Taiwan's energy security as government scrambles to shield chip industry

Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early

Advantech targets 30% global edge AI platform share in new 5-year vision

Unitree, Leju, and AgiBot showcase humanoid robots at AW 2026

Supply-chain firms become front-line partners as tech outpaces testing and standards

Cheng Mei Materials launches semiconductor films with 1Q26 shipments

South Korea launches first physical AI data factory to catch up with China's robot data edge

Amtran hits 9-year revenue high in 2025 with product mix optimization

China chip leaders call for national effort to build 'Chinese ASML'

Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal

London stakes its claim as the financial Launchpad of the space age

Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive

Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization

Foxconn February revenue rises 8% on continued AI server demand

Taiwan refocuses nearly US$9.5bn chip program on drone, robotics and LEO satellite chips

Exclusive Interview: How Space West is engineering the UK's defense identity

US considers global licensing regime for AI chips, tying exports to investment pledges

South Korean OLED materials firm Lordin plans India expansion amid Chinese competition

Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging

South Korea's approval for Google to export high-precision maps raises competition and security questions

Qisda sees February 2026 revenue decline, expands AI investment across three sectors

Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment

China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production

Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy