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PSMC emerges as key link in Europe's push to bring AI chip research to market

PSMC, CEA-Leti strike multi-year deal to ease AI data, power bottlenecks

Apr

3

2026

2026 USTR Report: landmark 'ART' pact reshapes US-Taiwan trade landscape

Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage

US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

US-China trade tensions deepen as supply chains fracture despite tariff truce

J-mex accelerates IMU motion capture tech to lower robot training costs

Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis

Software-defined vehicles: Longevity vs. rapid tech change

Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers

Memory stocks rattled by TurboQuant, but demand outlook holds

LG Energy Solution reportedly adopts new battery method for Tesla

Apr

2

2026

Wiwynn taps optics chief to deepen CPO push for AI servers

SpaceX files for IPO, setting stage for potential US$1.75 trillion valuation

IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment

Copper price surge drives quarterly lead frame price hikes

South Korea reportedly advances GaAs localization with 95% yield on 4-inch process

Precious metal surge drives price hikes for frequency components at TXC and Tai-Saw

Samsung reportedly supplies Exynos modem chips to Fibocom for 5G module mass production

Taiwan car market shows structural shifts, with Tesla deliveries surging

South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn

Intel expands SambaNova stake, governance questions surface

Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance

Samsung ramps Texas fab as engineers gather for 2nm push

France backs Taiwan's ProLogium with EUR1.5B subsidy to build solid-state battery factory

Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates

TCL acquires majority stake in Sony's home entertainment business in a strategic global JV

Ajinomoto faces stakeholder pressure to raise ABF prices

Up Young targets double-digit revenue growth in 2026 through business and brand expansion

Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs

Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM

TSMC's US expansion held ransom as JASM takes flight

Mobile chip inventory correction weighs on OSAT supply chain

Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite

Samsung upgrades Austin fab, signals dual-track US chip strategy

South Korea's market volatility hands Taiwan a rare edge in AI

Chinese companies capture nearly 41% of domestic AI accelerator server market

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

Dixon launches India's first homegrown display module fab with broad capacity expansion

Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era

TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active

Microsoft bets US$6.5 billion on Southeast Asia AI buildout, spanning Singapore and Thailand

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

Boom turns cautious: Mexico reassesses its embrace of Chinese cars

Notebook shortages persist despite rumors of easing memory prices

Intel buyback signals shift beyond austerity as chipmaker regains confidence

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

Foxconn rotates CEO to Michael Chiang to tighten profit discipline and governance

Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle

ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround

Starcloud bets on space-based computing with fresh funding

Interview: How Europe's two-year AI lag is becoming a security liability

Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026

Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

TSMC says COUPE platform set for production as Samsung outlines SiPh push

Ennoconn advances retail solutions with integrated hardware and services

Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

Taiwan deploys air force and drones for cloud seeding in Hsinchu

Salesforce enters Taiwan, eyes local cloud services with AWS and Google Cloud

Column: How US states are rolling out red carpet for drone makers

China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

MG adopts semi-solid batteries to boost EV range in Europe

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

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

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

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