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Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Tomorrow's Headlines

Memory price surge intensifies NB shortage through 2026

Tomorrow's Headlines

Commentary: What's the real game behind Arm's chip venture?

Tomorrow's Headlines

Chinese automakers face challenges in Mexico despite initial success

Tomorrow's Headlines

China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens

Tomorrow's Headlines

Analysis: Deepdive into Huawei's 2025 annual report

Tomorrow's Headlines

Apr

1

2026

Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8

SiPh and advanced packaging shine at Touch Taiwan

Nexchip applies for HK listing amid mature-node expansion

Apple at 50: From PC to mobile, AI shift now in focus

OpenAI raises record US$122 billion, paving way for superapp pivot

Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus

Sharp names Kawamura as CEO, shifts to growth after restructuring

Taiwan panel leaders pivot: AUO targets CPO, Innolux advances FOPLP

AMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy

Japan Display sells Tottori Fab, citing asset efficiency and continuing AutoTech work at a new site

South Korean chipmakers stockpile helium, diversify supply beyond Qatar

Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

TSMC eyes SiPh breakthrough as industry consensus forms

Taiwan's CubeSat trio reaches orbit, signaling a new phase for the space startup ecosystem

Micron reportedly developing stacked GDDR to address shifting AI memory demand

India accelerates semiconductor push with Kaynes plant launch

Analysis: In Japan's EV race, aggression costs Honda while Nissan learns to adapt

SDI targets AI and heat spreader growth

Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature

China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production

Geopolitical jitters shake markets as AI shores up Taiwan's economic future

Nvidia's 800V-to-12V push faces industry skepticism

Northrop Grumman advances diamond chip for high-power military radar protection

Foxconn advances AI supply chain localization, splitting work between US and Mexico

Samsung expands innovation campus in India to boost global digital talent pipeline

Google flags rising quantum threat to crypto security, urges shift to post-quantum encryption

Malaysia defends EV policy as BYD weighs assembly pullout

Alibaba's closed-source pivot signals mounting monetization pressure

Rising memory costs and AI demand set to shrink PC shipments

India to account for 10% of Micron's capacity, says official

China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

Nvidia moves beyond GPUs with three-system push to own the AI stack

Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners

China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push

China GPU maker Biren triples revenue on AI data center demand

Taiwan scientists rethink lithium-ion batteries, eye high-power EV applications

China's AI chip demand drives advanced foundry growth amid geopolitical split

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

Hiwin and other manufacturers bring high-load robotics hardware to Computex 2026

Middle East conflict sends petrochemical prices soaring, straining global supply chains

Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals

China LLM usage tops US for fourth week as OpenClaw drives token surge

Taipei begins preparations for 2029 ITS World Congress with focus on AI traffic and smart city governance

Samsung and Xiaomi bring new phones to Taiwan with AI features and hardware upgrades

Hiroca enters Toyota supply chain with EV interior deal

Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems

Cyberbiz advances AI productization and Asia-Pacific logistics

Ennoconn backlog signals major North American revenue ramp from 2Q26

Top 10 Chart: Taiwan's chip toolmakers re-rated as AI bottlenecks trump scale

Mar

31

2026

CEA-Leti bets on Taiwan fabs to turn Europe’s chip research into reality

Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue

Apple's OLED push sets off supplier race as LG Display tightens grip

Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures

Analysis: Sony and Honda scrap Afeela EV, casting doubt on joint venture

Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027

Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing

Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology

MPI probe card lead times stretch to 6 months on AI chip testing surge

Flex to acquire Electrical Power Products for US$1.1 billion

Geely overhauls European R&D to accelerate car launches

Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace

Memory chip shortage drives surge in China's used phone chip market

Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook

MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI

LCD TV panel prices rise on sports-driven stocking and surge in memory costs

OpenAI scraps Sora to double down on enterprise AI

Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Memory shortage persists as AI-era supply-demand imbalance deepens

Satellite redraws the map of global connectivity

US rare earth commissions stillwater magnet line, advancing domestic supply of critical materials

China's EVE Energy hits record revenue in 2025, but margins come under pressure

Taiwan's auto industry goes digital as chips eclipse carmaking

India approves new electronics component projects to deepen domestic supply chain

South Korea invests US$166 million in chip startup Rebellions

Huawei poaches top scientist as Germany's tenure rules drive talent away

Samsung faces 17,700-worker strike as DS division talks collapse

AI computing shifts from training to inference; heterogeneous architectures go mainstream

OpenClaw signals shift to AI agents and self-evolving models

India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers

DDI price hikes mainly aim to pass on costs, not boost profits

Apple sustains growth with budget MacBook Neo and OpenClaw craze

LCD monitor panel prices rose as notebook panel price drop slowed in March

Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

DFI drives defense and automation growth amid rising edge computing demand

DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand

Taipower freezes electricity rates in Taiwan amid volatile fuel prices

Apple's removal of vibe coding apps sparks debate over security and competition

BYD faces tougher market with rising sales, falling profits

Samsung, SK Hynix reportedly set for record profits as long-term contracts expand

Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

South Korea's ENERZAi partners with Advantech to expand global edge AI market

Jensen Huang unpacks what's behind TSMC's staying power

China's analog chip price surge spreads, benefiting mature AI process assets

Custom chips demand spike draws Taiwan firms into ASIC arena

Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine

Apple at 50: 10 business models that built a trillion-dollar empire

Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification

Fuel cell shift to metal bipolar plates opens door for Taiwan manufacturers

Microsoft: AI agents key to easing enterprise capacity and workload pressures

Mar

30

2026

KingRay Technology enters European drone defense market

China's chip equipment and supply chain scale up on AI demand, look overseas

Passive component maker Tai-Tech wins US client, scales Malaysia plant for AI server, EV demand

Mitac Digital Technology eyes double-digit growth with three-pronged strategy in 2026

Advantech invests in Intelligent Cloud Plus to strengthen vertical energy software solutions

Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

Microloops expands liquid cooling capacity in China and Vietnam to meet rising demand

Samsung reportedly aims to begin silicon photonics mass production in 2028

Commentary: US chip security act ends China's special AI chip supply

Huawei PanguLM lead exits, reviving model controversy

China builds open RISC-V chip platform with Xiangshan, Ruyi OS

Samsung reportedly shifts Xi'an plant to 236-layer NAND

Phison and Intel go hybrid to keep China's AI lobster craze from burning out

Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

China's semiconductor capacity share to reach 32% by 2030

SoftBank secures US$40 billion loan to fund OpenAI investment

Sony raises PlayStation 5 prices amid memory costs spike

Arm pushes beyond licensing with a new AI CPU platform

AI-driven memory market set to top US$600 billion on rising storage demand

Taiwan broadens strategic industry list to include AI, quantum, and SiPh

Sumco shifts wafer strategy to equipment upgrades over new plant

Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?

AI optical boom forces FICG into overdrive expansion

Advantech urges industry restructuring as physical AI faces vertical integration limits

SEMICON China 2026: JCET CEO makes the case for atomic-level packaging to carry Moore's Law forward

Tai-Tech flags AI, auto demand as inductor price hikes loom

Aten International's AI rack push and consumer pivot set to reshape revenue mix and margins

China launches probe into US green product trade barriers

Thermoplastic composites see growing applications in EVs and humanoid robots

Samsung invests in AI chip design startup to speed silicon and cut power use

Weekly news roundup: AI, supply chains, new entrants intensify global chip race

Swancor debuts fully recyclable AI robots, leveraging advanced composites for scalable industrial adoption

AI meets reality: why physical data is the real constraint

Apple to open Siri to rival AI services beyond ChatGPT

Taiwan’s AI pivot: from chip factory to “silicon innovation island”

LS Eco Energy and Lynas aim to build a non-Chinese rare-earth supply chain

Senao International eyes AI and used phone demand to drive 2026 growth

AI compression won't ease memory crunch, NAND shortage set to persist

E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production

Taiwan moves to break into space supply chains through British partnership

PLI incentives drive incremental gains in India's electronics and automotive manufacturing

AI compute shifts to inference, reshaping data center bottlenecks

DRAM scaling hits limits as next-generation memory faces delays

Huawei sees 60% surge in Taiwan earphone sales, targets wearables expansion

Research Insight: Perovskite solar cells push efficiency beyond silicon limits

India roundup: India resets FDI policy as rising GPU costs reshape AI strategy

Chipmakers race to secure helium as tensions disrupt supply, prices reportedly up 50%

IBM Taiwan CTO: why AI agents stay stuck in pilot mode

Taipower files No. 3 nuclear power plant restart plan, launches safety inspections with Westinghouse

China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC accused of supplying chipmaking tools to Iran military, US officials say

Mar

29

2026

Samsung's 2026 strike poses bigger challenges despite economic shift and tripled scale

Taiwan lead frame supplier pushes China expansion alongside management overhaul

Innodisk says AI success depends on software-hardware integration, signaling shifts for edge and industry deployments

A race to the bottom: China’s auto boom turns brutally competitive

Adata invests US$3 million in KonstTech to boost AI computing infrastructure

AI race turns into real-time elimination game as advantages fade within months

Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

AI demand leaves memory industry's commodity model intact

Musk pushes Terafab as AI chip crunch intensifies

AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

SK Hynix and Kioxia targeted in US ITC memory chip probe

Mar

28

2026

Can Tesla's Terafab revive US semiconductor manufacturing?

Samsung labor talks resume as new law boosts union leverage

Taiwan pivots toward Europe and global democratic alliances as US-China AI race intensifies

PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models

AI Expo Taiwan 2026: NCHC showcases Taiwan's top AI computing power

OmniVision invests US$145 million in wafer foundry to secure chip supply

Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies

Arm enters AI cloud CPU market with limited impact on IC design clients

Samsung bets on turnkey strategy as non-memory strength becomes critical

Taiwan's Hsinchu faces water supply issue as MOEA aims for no industrial cuts before June 2026

AI tokens emerge as new workplace metric, reshaping productivity and competition

Mar

27

2026

SK Hynix CEO expected to meet Microsoft executive on memory supply

Intel confirms CPU price rises amid supply constraints, raising global hardware costs

Taiwan machine tools emerge as key in US-Taiwan economic 'Golden Era,' says AIT

PCB material shortages intensify as CCL lead times hit 6 months, quota system imposed

Taiwan's ALi bets on custom chips for 2026 turnaround

Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

Data Image eyes 1H26 growth, with drone and unmanned vehicle displays ramping up in 4Q26

C SUN invests in Contrel, cementing role in G2C+ semiconductor alliance

Blue Origin files plan for space-based computing network

Innolux sells Fab 2 to SPIL

Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks

DRAM ASPs surged up to 80% QoQ in 1Q26, fueling US$1 trillion chip boom and supply squeeze, says Omdia analyst

In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve

Interview: Quantum wave boosts Taiwan's semiconductor and system integration industries

Dell presents data-driven, human-centered vision for AI implementation

GlobalFoundries sues Tower Semiconductor over chip manufacturing patents

Taiwan reviews National Security Act, targets hybrid threats; no link to TSMC's Wei-jen Lo case

SK Hynix targets KRW100 trillion net cash as AI demand surges, eyes US listing

South Korea's M.AX Alliance warns against funding China's robotics

Microsoft Agent 365 to push AI competition to front-end

US advances chip tracking mandate after US$2.5B smuggling case exposes export gaps

Adata secures NT$12B syndicated loan to drive expansion, debuts Trusta for edge AI infrastructure

Taiwan's Ennostar targets smart car market with advanced lighting tech

Taiwan's machine tools upgrade with AI, entering Bombardier supply chain

Eikei targets automotive and AI markets, establishes Slovakia subsidiary

Air Liquide launches first advanced materials plant in Taiwan for sub-3nm chips

TMTS 2026 returns to Taichung, showcasing front-shop, back-factory synergy

Yulon eyes momentum from AI manufacturing and energy biz in 2026

Brightek targets automotive, smart sensing for growth

CMC targets over 18% sales surge in 2026 on EV push, Mitsubishi lineup and localization strategy

Semicon China 2026: AI drives semiconductor market to US$1.8 trillion by 2030, China leads capacity and equipment

US AI startup Anthropic battles government ban, eyeing US$60b IPO in high-stakes AI showdown

Analysis: OpenAI shifts to enterprise, Anthropic advances; Google Gemini leads consumer AI

SK Hynix keeps HBM shipments steady, targets HBM4E sample this year

Japanese automakers diverge: EV retreat vs. hydrogen ambition

DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits

TSMC prioritises AI, core clients; 3nm capacity remains constrained

Taiwan launches 4-year smart service robot roadmap starting with environment-aware systems to address structural labor shortages

K-pop's AI revolution: maximizing entertainment or diluting originality?

IBM Taiwan: Agentic AI transformation in enterprises must come from the C-suite

Samsung and SK Hynix expand microscope procurement to boost HBM yield

Taiwan-based Keysight launches local manufacturing in India, accelerating global innovation

OnePlus India CEO Robin Liu steps down amid shipment decline

Semicon China 2026: AI efficiency fuels demand growth under Jevons paradox, AMD warns

Adani reportedly in talks with Meta and Google to expand data center push in India

Micron inaugurates Tongluo site, targets fiscal 2028 DRAM, HBM output

UPS and Applied Materials boost Taiwan semiconductor logistics with new Taoyuan hub

Nvidia says quantum computing will not replace GPUs

Mar

26

2026

Enterprises must treat agentic AI as engineering discipline, experts say

Slower-than-expected smart cockpit monetization prompts global recalibration

China captures global machine tool market share from Taiwan as Russia-Ukraine war disrupts exports

Taiwan's Rapidtek expands global presence with Satellite 2026 debut

Coupang opens 4th Taiwan logistics center, eyes central and southern expansion

AI Expo 2026: Surging costs, memory crunch drive shift toward inference, researcher says

Innos set for late April listing on TPEx, riding advanced packaging boom

Universal Microwave Technology ramps up OISL output as LEO delivery deadlines threaten supply chains

Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue

Taiwan's Tmytek enters global satcom supply chain with Comtech deal

AI Expo Taiwan 2026 opens as Industry 4.0 deepens, highlighting global industrial sovereignty implications

Rising GPU costs force India to reassess AI incentives and hardware policy

Dell sees stronger AI demand boosting early PC orders despite memory price hikes

Alibaba‑backed Tripo AI draws investor confidence, led by exec from Minimax

Commentary: TSMC chairman exposes three realities behind China's robot FOMO

Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20%

Hiwin order surge signals industrial recovery amid geopolitical and cost risks

Zoom: AI adoption raises admin burden 56% for Asia-Pacific SMBs

Taiwan faces AI talent shortage despite excess of compute capacity

Chief Telecom to invest over NT$3 billion in fourth AI data center at Central Taiwan Science Park

MediaTek advances Taiwanese language AI amid linguistic and security challenges

Semicon China 2026: Siemens EDA pushes agentic AI to cut chip design cycles in half

MicroIP debuts automotive AI solutions at AI EXPO Taiwan 2026

Taiwan firms form sovereign AI industry alliance

South Korea freezes 2Q26 electricity rates, amplifying stress on pricing mechanism and future bills

Nvidia and SLB expand AI infrastructure collaboration with global implications

White House taps Jensen Huang, Lisa Su, and other tech leaders for advisory council

Chinese EV makers edge out Tesla in Europe's budget market

Arm's self-developed chip sparks cross-industry clash, TSMC-backed GUC faces impact

Samsung SDI secures LFP cathode supply to strengthen North American ESS push

Nuvoton and Tower agree on framework to restructure joint Japanese foundry operations

Kenmec and Meta Green Cooling face public prosecution in Taiwan trade secret case

SEMICON China opens with focus on AI chips and advanced packaging

China's H3C expands server exports to ASEAN and Central Asia as global AI compute demand rises

Samsung and SK Hynix boost China factory investments in 2025 amid memory demand surge

China's Naura and AMEC lead China's push into advanced chip packaging

Nvidia and Google predict 'Q-Day' at first AI Expo quantum forum

Nanya Technology secures major private placement with Kioxia, Sandisk

Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift

AI Expo 2026: Taiwan steps up sovereign AI efforts as power, data constraints emerge

Dell warns of power, data constraints as key enterprise AI bottlenecks at AI Expo 2026

Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers

US senators accuse Nvidia CEO of misleading claims, urge halt to AI chip exports

Automakers face costly software gamble as industry shifts to software-defined vehicles

Four reasons that Aspeed dominates the BMC chip market

SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die

Taiwan's robotics alliance mobilizes cross-domain resources to tackle aging society needs and compete globally

Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers

Broadcom to mass-produce 400G single-lane PAM4 DSP by 2027, vows to maintain lead

Phison partners with EU vendors to deploy Pascari PCIe Gen5 SSDs