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REALTIME NEWS
Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab
Tomorrow's Headlines
11h 16min ago
STMicro and Huahong Grace begin local production of M32 MCUs in China
Tomorrow's Headlines
11h 16min ago
Broadcom expects optical communication supply chain capacity issues to ease by 2027
Tomorrow's Headlines
11h 16min ago
Rising Middle East conflict pressures tungsten supply in semiconductor materials
Tomorrow's Headlines
11h 16min ago
US blocks Tianma's patent challenge against LG Display citing foreign govt influence
Tomorrow's Headlines
11h 16min ago
Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model
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7 days
14 days
Mar
24
2026
DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26
Taipower activates response plan to secure power as US-Iran war disrupts energy
Why Switzerland chose a bottom-up approach over big tech grandstanding
Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring
Sharp taps BD chief as CEO in post-restructuring shift
Samsung reportedly developing next-gen tri-fold and slider phones for 2027 launch
WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit
Techman's product shift and semiconductor focus could sustain growth despite macro uncertainty
Insta360 pushes back against DJI in escalating patent dispute
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
Analysis: How Nvidia is reshuffling partners for the inference era
Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share
DNP to open R&D base in Telangana, India, to advance mobility and medical healthcare research
AI boom lifts substrate maker Kinsus as prices and demand rise
Hanwha Semitech's SK Hynix TCB deal draws scrutiny over KRW100 billion guarantee
MediaTek's Airoha takes on US giants in optical comms DSP chip arena
SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
OpenClaw lands in WeChat, signaling a new era of AI agents in messaging
Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing
Japan exits the living room: TCL nears deal to acquire Sony's TV business
Excellence Optoelectronics accelerates Mexico plant ramp-up, eyes robot and ECU markets
DJI sues Insta360 in China, escalating patent dispute in sports imaging market
Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains
TSMC's Wei draws battle lines between US AI and China's hardware in robotics race
Apple supply chain shift and LG price cuts reshape OLED market
US FCC adds foreign-produced routers to national security 'Covered List'
Nvidia opens server racks to rival chips, expanding cloud infrastructure role
Tata Semiconductor secures US$735 million for Dholera chip fab with strict lender conditions
Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap
Chinese Premier encourages foreign investment except Japanese firms at China Development Forum
Crude oil price rise ripples through automotive supply chain, squeezing parts makers
Taiwanese supply-chain implications as India doubles down on semiconductor incentives
Zeiss deepens Taiwan investment, taps new semiconductor lead as GM
Small nations face structural limits in AI sovereignty, Swiss expert says
Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC
Boston Dynamics rival Ghost Robotics brings its Pentagon-proven robotic dogs to Taiwan
The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race
2026 SelectUSA Investment Summit to spotlight Taiwan-US trade and investment ties
Interview: The quantum clock is ticking — here's which industries need to move now
Meet the South Korean firm wafer wobbling for Samsung and TSMC
Commentary: Trump's Middle East AI data center push under threat from Iran conflict
Ghost Robotics seeks Taiwan supply chain ties for quadruped robots
Mar
23
2026
Inergy Technology eyes SiC expansion for HVDC as AI power demand rises
Grab expands beyond SEA with strategic push into Taiwan
AI chip boom drives surge in demand for testing at Chunghwa Precision Test
India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements
San'an Optoelectronics founder detained, company assures stable operations
Explainer: Why Nvidia's Groq LPU runs on Samsung silicon— Groq's scale and inference strategy
Meet the duo bridging Jensen Huang to Taiwan at GTC 2026
Advanced Echem expands DUV, packaging, and optical materials to serve global chip progress
China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
Brinno targets growth with time-lapse, visual AI, and defense imaging push for 2026
Zenitron warns memory shortages will reverberate across global tech supply chains
China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support
Nvidia sees self-driving cars as a long-term growth engine
Arm targets China's physical AI market post-strategic restructuring
Tescan integrates Seoul demo lab to speed testing for AI memory and advanced packaging customers
Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth
Samsung chairman joins Beijing forum as China seeks foreign chip investment
China's DeepLink unifies heterogeneous chips to boost AI computing power
Memory supply squeeze dents IPC profits
Taiwan central bank revise 2027 GDP growth upward
Nvidia pushes deeper into AI inference to counter custom chip rivals
TSMC supports local suppliers to reduce supply chain risks
SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung
Uber bet US$1.25 billion on Rivian to scale Robotaxi fleet
An imminent strike looms over Samsung's AI memory supply
Taiwan's Hai Long 3 wind farm installs first turbine, marking milestone for local supply chain
Will Qualcomm CEO highlight beyond AI PCs at Computex?
Weekly news roundup: geopolitics, AI memory, racing for semiconductor control
Facing regulatory and competitive pressures, Apple CEO signals alignment with China
Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?
Commentary: CPO mass production put to test as photonic integration faces challenges
IEI Integration eyes strong 2026 growth as networking projects scale up
Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion
Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027
Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026
Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026
Apple cuts China App Store fees as AI agents threaten app economy
Aluminum foil costs push capacitor prices higher in Taiwan and Japan
India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing
Thunder Tiger builds US manufacturing base to power China-free drone supply chain
At Cheonan, Samsung is rewriting HBM's bonding playbook
Research insight: F1's 2026 regulations reshape powertrain competition and accelerate low-carbon transition
Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026
Mar
22
2026
Samsung union votes to strike, risking Nvidia HBM4 supply disruption
Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions
Column: Drones redefine warfare, and the US wants to control who builds them
MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction
SpaceX Starship delay opens door for returnable satellite ventures
Chunghwa Precision Test breaks ground on new Taiwan plant to meet AI chip demand
TSMC chairman C.C. Wei on why the robotics future is forged in silicon, not stunts
Mar
21
2026
AI robot fingertip sensing set to drive next tech breakthrough
Taiwan legislature blocks science budget; Minister defends industry
AI EXPO Taiwan 2026 to open March 25, trio of AI themes and applications in focus
Xiaomi MiMo-V2-Pro tops AI model rankings in blind tests
Samsung orders 15M mid-range OLED panels from CSOT amid cost pressure
Chunghwa Telecom, Far EasTone accelerate 5G SA trials ahead of 6G rollout
AMD-backed Upstage targets 10,000 GPUs in Korea AI expansion
Tesla's US$4 billion battery deal signals a shift away from China
SK Hynix targets autonomous fabs by 2030 to tackle AI-driven manufacturing challenges
Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era
Supermicro reshuffles its board as scrutiny deepens
Mercedes-Benz Taiwan launches new CLA with Nvidia's Alpamayo platform, readies EV push
MA-tek secures top 3 global SiPh orders, eyes US-Japan growth in 2026
Mar
20
2026
Lumotive makes optical breakthrough, targets 10,000-port data centers
Nvidia and Uber team up on end-to-end self-driving system for robotaxis
Analog Devices activates Thailand plant to boost global manufacturing resilience
Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity
Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
Experts urge expanded national guarantees as Taiwan offshore wind round 3.3 faces rising financing pressure
Memory price surge drives Transcend's 15x profit growth in January 2026
Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026
Nvidia and AWS strike massive GPU supply deal through 2027
Samsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities
HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain
Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
OpenAI plans new 'super app' merging ChatGPT, Codex, and Atlas as competition with Anthropic for enterprise customers heats up
Samsung reportedly ceasing TriFold smartphone sales
Tencent leverages WeChat ecosystem to lead AI agent race in China
Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
When secrets walk out the door: TSMC's cross-border IP battle tests Taiwan's legal reach
Commentary: Nvidia sees Groq as its next Mellanox
MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards
Scaling the final frontier: Supply chain strategies from Paris Space Week 2026
As NAND makers move on, MLC memory nears the end of the line
Britain's space cluster presents model Taiwan could follow: building through connection
Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting
India's Reliance signs 15-year green ammonia offtake deal with Samsung C&T
Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
Amazon founder reportedly eyeing US$100B AI fund to transform manufacturing
Nvidia Vera Rubin servers to drive liquid cooling demand
Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China
Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions
Meta's pullback on Metaverse shows the limits of the virtual world bet
UK-Taiwan R&D ties scale up with Foxconn, Turing Space, NSYSU
AI tailwinds and global reach put Topco on track for double-digit growth in 2026
TPK profit jumps as OLED tablets lift touch module pricing
Microsoft considers legal action over Amazon-OpenAI cloud deal
Volkswagen signals shift away from Nvidia as Chinese chips gain ground
Allied Circuit sees server, IPC market growth boosting 2H26 outlook
India mandates domestic sourcing of solar wafers under expanded approval list policy
Apple CEO visits China at 50th anniversary event to strengthen supply chain
The 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens
China's AI robot industry surges on market freedom and strategic autonomy
Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle
Analysis: Memory price swings leave e-reader supply chain in the red
Intel pushes large-area AI packaging to close foundry gap
Lumotive creates world's first 2D photonic beamforming chip
Mar
19
2026
Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan
Analysis: GTC 2026 widens US-China AI compute gap
Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era
Samsung Electro-Mechanics rumored to supply MLCCs to top private aerospace firm
Gulf crisis drives up petrochemical and semiconductor costs
Taiwan turns to Stargate playbook: private capital powers AI infrastructure
Fitipower opens Malaysia R&D center to boost global innovation and support
China curbs, Middle East tensions drive surge in chip material risks from gallium to helium
Foxconn Interconnect Technology pushes deeper into AI infrastructure with photonic-thermal integration play
Nvidia elevates AI storage, putting NVMe SSD makers at the center
Honda books US$15.7 billion EV loss after scrapping projects and compensating suppliers
Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack
Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers
Nvidia GTC 2026: Techman Robot showcases motion training tech
Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties
SK Hynix posts record pay, R&D, and capex in 2025
Meta's AI agent goes rogue, triggers data breach from within
Elan wins patent infringement ruling against FocalTech, plans damages claim
Micron ramps spending as cleanroom constraints cap memory supply
China's photoresist push moves from lab wins to mass supply
Nexperia's China split sends orders to Taiwan
Amazon's Trainium 3 rumors clash with supplier optimism
US reveals Tesla battery deal with LG, lifting veil on supply chain
Foldable phone shipments may near 30 million in 2026 as Apple enters market
AI and memory drive semiconductor output to surpass US$1 trillion in 2026
The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks
Strong quarter for Jabil fueled by smart infrastructure and automotive demand
Column: OpenClaw pulls AI from cloud to the edge
As Chinese automakers push overseas, Western suppliers reclaim upper hand
Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
Micron forecasts record revenue as memory supply tightens
Chip price surge in 2Q26 shifts cost pressure to end markets
Column: OpenClaw ignites China's AI agent land grab
Nvidia signals optical future, but materials shortages stand in the way
Analysis on Micron's strategic pivot: de-commoditizing the memory industry
Micron delivers record-breaking 2Q26 financial results driven by AI demand
Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support
AMD deepens ties with Naver in bid to expand AI infrastructure
Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty
Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration
Nvidia adopts Groq to tackle AI inference and expand global reach
BYD slides as foreign automakers reclaim ground in China
Rapidus scales back US 2nm R&D early, raising timeline and funding concerns
SK Hynix presses ahead on HBM4 despite tightening AI memory supply
Samsung strike vote nears, DS and DX divisions clash over bonuses
Hormuz blockade triggers domino effect across semiconductor supply chain
Samsung reportedly broadens emergency management as chipflation takes off
Interview: Satellites, talent, and a new UK-Taiwan space pact
Acer ITS makes 'healing economy' micro-payment push to expand beyond smart transport
Column: Cheap tokens are masking an expensive problem
How Hwaseong became South Korea's semiconductor supply-chain capital
Taiwan energy debate intensifies as Middle East tensions raise supply concerns
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
BIZ FOCUS
Feb 9, 08:00
iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
Friday 6 February 2026
2026 Market Outlook: Key Opportunities & Risks to Watch
Thursday 5 February 2026
Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
Wednesday 4 February 2026
Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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TSMC leads foundry price hikes as second-tier firms see profit rebound
Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy
Tata Semiconductor secures US$735 million for Dholera chip fab with strict lender conditions
The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race
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Nvidia opens server racks to rival chips, expanding cloud infrastructure role
Taiwanese supply-chain implications as India doubles down on semiconductor incentives
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Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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