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Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

Apple introduces Studio Display refresh and new Studio Display XDR for pro workflows

Taipei rebuts Trump’s ‘chip theft’ claims as semiconductor tensions rise

Tomorrow's Headlines

Qatar LNG production halt triggers energy crisis

Tomorrow's Headlines

Delta Electronics chairman says AI humanoid robots remain immature

Tomorrow's Headlines

Taiwan lacks autonomous command and control system for drone swarms despite global trend

Tomorrow's Headlines

99% of major game IP companies reject AI-generated content, says Acer Gaming subsidiary

Tomorrow's Headlines

IPC vendors converge at Embedded World 2026 as edge AI demand rises

Tomorrow's Headlines

BYD surpasses Tesla in sales across 20 countries over past five years

Tomorrow's Headlines

Mar

4

2026

Intel names Craig Barratt as chair in shift from financial oversight to engineering-led turnaround

Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus

Apple unveils M5-powered MacBook Pro and MacBook Air with higher storage and AI focus

Hisense leads 100-inch TV shipments as Chinese brands surge in 2025

Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge

SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure

uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand

Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

South Korean startups propose charging hubs as AI computing resources, battery-free smart cities

Mar

3

2026

Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry

Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival

Samsung reportedly moves up foundry break-even target to 2026

AI RAN prototypes promise uplink gains as vendors prepare MWC 2026

Middle East conflict unlikely to disrupt Taiwan's short-term oil and gas supply; gas price volatility key to power costs

US Congress and industry clash over new semiconductor security mandates

Rohm outsources back-end processes to India's Suchi Semicon

Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue

Escalation in the Middle East spotlights communication resilience ahead of 2026 UK Space‑Comm Expo

Corning unveils Gorilla Glass Ceramic 3, promising longer device life as Motorola Razr Fold adopts it

Former TSMC executive under investigation for leaking core chip technology

Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues

MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026

Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth

US moves to bar federal purchases of China-linked chips

Perplexity's new agent, 'Computer', bundles 19 models and aims at enterprise decision-making

Taiwan Mobile-AST SpaceMobile tie-up aims to bolster always-on connectivity and disaster resilience

Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications

Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

Getac eyes defense digitalization amid Middle East conflict escalation

AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground

Apple reportedly explores Google Cloud to power next-generation Siri

From smartphone plateau to AI expansion: MWC 2026 signals the next connectivity paradigm

Strait of Hormuz threat tests South Korea's memory recovery

Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe

TSMC to lead SiPh equipment and materials localization in Taiwan

Taiwan ranks second in Global Entrepreneurship Monitor index, driven by government support and risk sharing

MediaTek invests US$90M in SiPh startup Ayar Labs

DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally

Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition

Google leaders say AI race shifts from models to real-world deployment, with implications for jobs and robotics

Samsung expands Galaxy S26 AI features to reshape user experience

Apple’s spring refresh bets on loyalty, not lift

Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?

Nvidia invests in Lumentum to advance AI optics technology

AI server boom strains tantalum capacitors; MLCC substitution falls short

China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

FIT unveils 102.4T CPO external laser solution for AI data centers at OFC 2026

Holtek and Generalplus expand edge AI to smart appliances and glasses

South Korea, Singapore launch FTA upgrade focused on AI, SMR nuclear, space, and quantum

UK space leaders join global industry figures at Space-Comm Expo

Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet

Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift

Audi's rebranding experiment backfires as Germany's big-three automakers plunge into China's price wars

Advantech's special dividend plan signals management confidence in long-term outlook

AI agents drive market role reversal, startup accelerator YC says

Mar

2

2026

Taiwan Mobile highlights trends toward 'AI Native' workflows, Open APIs at MWC 2026

Renesas names new India president to accelerate growth amid fierce engineering talent competition

Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services

AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute

DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure

Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband

Military AI ethics conflict persists as Pentagon cuts ties with Anthropic, OpenAI secures classified AI deal

Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry

Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook

Intel Foundry Chief joins Qualcomm; Chandrasekaran takes dual tech and fab role

Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says

Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact

Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals

Hyundai European hubs gain value as EU plans 70% local EV production rule

Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades

Rapidus raises US$1.7 billion to support 2nm mass production by 2027

Chinese tech brands push premium devices and ecosystem integration at MWC 2026

Taiwanese electronics firms showcase AI-driven connectivity and 5G infrastructure at MWC 2026

US deploys LUCAS drone in Iran strike, mirroring Iran's Shahed-136 combat entrance

Japan's January PC shipments fall 15.9%, worst in 30 months, snapping 19-month growth streak

Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough

Daxin Materials eyes 30% revenue growth in key raw materials by 2026

Softment launches in Taiwan with smart ordering and multilingual payment services for tourist hotspots

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Commentary: German automotive price war in China threatens used car residual value system

Rare Huawei-ByteDance alliance unveils RRAM AI chip delivering 66x CPU speed at ISSCC 2026

Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers

Apple Pay eyes India launch, in talks with major local lenders

Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027

Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

Arizona in the black: a milestone for TSMC—and Washington

Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?

iPhone Fold reportedly cuts crease depth to one-quarter of rivals, thanks to Samsung Display OLED breakthrough

Renewed rivalries, accelerated launches of Wi‑Fi 8, 6G visions, and satellite communications solutions will shape MWC outcomes

Weekly news roundup: semiconductor power shifts and AI momentum

Analysis: Europe's stalled gigafactory push threatens battery autonomy

Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure

India roundup: An emerging chip trio in Asia

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

Google brings Intrinsic in-house to accelerate physical AI development

Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp

TSMC bolsters local equipment supply chain with subsidies and five-year rebate program

Mar

1

2026

Exclusive: Phison shifts to prepayments as NAND prices hike 500%

Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction

Chipmakers pivot to new growth areas as memory shortages weigh on smartphones

Ericsson teams up with MediaTek, Apple to showcase 6G ecosystem at MWC

BizLink advances modular integration to boost data center interconnect growth

Chunghwa Telecom eyes pre-6G push at MWC 2026

BenQ Materials to regain momentum as medical business anticipates double-digit growth

OpenAI–Pentagon deal highlights deeper conflict over who controls AI safeguards

OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification

Micron opens semiconductor assembly and test facility in India

Feb

28

2026

Android phone makers gear up for MWC to challenge Samsung

BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push

Quanta posts record 2025 profit, eyes AI-led growth in 2026

UK self-driving startup Wayve secures US$1.2 billion to expand robotaxi plans

Feb

27

2026

ASE's Tien Wu: betting on American trust in a divided chip world

Taiwan's patent race heats up: TSMC reigns, records tumble

Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double

Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents

Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

TSMC pushes Japanese suppliers to localize electroplating additives in Taiwan

Anthropic loosens AI safety rules amid industry competition and Pentagon dispute

Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price

Chart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

From equipment to talent, Japan moves to anchor India's chip expansion

Lite-on doubles down on AI power as consumer markets dim

SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

Nobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab

Feb

26

2026

AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion

Macronix January profit surges 195%; OSE, Walton earnings rise

The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor

BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave

Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab

Nvidia constrained in China as local AI players strengthen market position

Chinese automakers surge in Europe as plug-in hybrids outpace diesel

Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure

Taiwan Mask posts nearly NT$100m profit in January, advanced packaging to boost revenue in 2H26

US rushing to reshore semiconductor production

King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

CyberLink hits 12-year revenue high on AI creation boom, defying 'SaaS apocalypse' concerns

YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

Fiberglass shortage persists in 2026, Unimicron increases substrate price

Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices

Yageo posts 82% profit jump in 4Q25 on AI-driven product mix

TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks

Japan's EV market faces a reckoning as Mazda embraces NACS

Cloud AI's ripple effect: A comeback for 8-inch wafers

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

Malaysia probes Arm deal amid seizures, arrests and political fallout

Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?

SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem

Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits

Gogoro's Vietnam push could reshape regional electric scooter market and supply chains

Samsung pushes Galaxy S26 output despite chipflation headwinds

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Gogoro scales energy network, plans battery retirements and US$32M expansion

Nvidia says space data centers are feasible but uneconomic for now

Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture

Frenemies by necessity: Taiwan and South Korea's AI balancing act

Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026

Coretronic turns a corner as robotics and MEMS units hit profitability

Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters

From sovereignty to specialization: How the UK is recalibrating its space ambitions

Analysis: As Stargate stalls, Musk races ahead in AI infrastructure

Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers

Nvidia says AI monetization supports sustained CSP capex

Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble