DIGITIMES archived news

Asia

REALTIME NEWS

Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab

Tomorrow's Headlines

STMicro and Huahong Grace begin local production of M32 MCUs in China

Tomorrow's Headlines

Broadcom expects optical communication supply chain capacity issues to ease by 2027

Tomorrow's Headlines

Rising Middle East conflict pressures tungsten supply in semiconductor materials

Tomorrow's Headlines

US blocks Tianma's patent challenge against LG Display citing foreign govt influence

Tomorrow's Headlines

Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model

Tomorrow's Headlines

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