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MicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026

Chip material prices double, compound semiconductor supply chain on alert

Mar

13

2026

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: Nvidia-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

Mar

11

2026

Inventec ramps up 2026 capex in US to meet growing AI order demand

MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands

MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint

WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery

Apple's India iPhone output reaches 25% as production shifts from China

Fu Chun Shin's February revenue rises as orders hold steady

India eases investment rules for border countries, signaling cautious economic thaw with China

China moves to curb OpenClaw use at banks, agencies due to security concerns

Nvidia reportedly develops open-source NemoClaw to challenge OpenClaw

Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead

Japanese automakers to reverse-import US-spec cars

ASE breaks ground on AI advanced packaging site in Southern Taiwan, set for 2Q28 completion

Early Anthropic funder reportedly raising US$3B in new funding as VC concentrates on AI leaders

OpenClaw craze sees Mac minis briefly sold out in China as AI agent costs top CNY10,000

Samsung Taylor fab reportedly targets HPC, automotive chips; clients reach 121

JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

Nvidia audits Samsung HBM4 packaging for Rubin GPUs, report says

Japan's investment list targets AI, quantum computing, and semiconductors

Sercomm expects memory shortages and price hikes to last until end of 2026

Texas Instruments reportedly plan analog chip price hikes

China reportedly accelerating nuclear expansion while Western revival faces structural challenges

Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub

OpenClaw AI agents pull 13 tech companies into China's cloud and device ecosystem

OpenClaw downloads eclipse Linux's 30-year reach in three weeks, Nvidia CEO flags AI agent surge

Asus and Foxconn lead Taiwan's AI City National Team as Middle East conflict escalates

Oracle says AI will augment, not kill, enterprise SaaS

Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online

Oracle beats estimates as AI cloud demand drives growth and eases financing concerns

Pegatron sees February 2026 revenue drop amid seasonal slowdown

Asus: Apple's MacBook Neo undercuts mainstream notebooks, shocks PC market

MediaTek CEO: Advanced chip production due for a global rebalance

Jarllytec expects short-term trough as new hinge shipments begin

Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes

TDK to open Asia-Pacific regional headquarters in Bangalore and Singapore

India's Optiemus approves further equity investments in two wholly owned subsidiaries

AW 2026 marks the dawn of autonomous manufacturing

Asus sees 50% brand revenue growth in first two months

NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits

Analysis: Why Taiwan is building fabs it can't fill — and why that's the point

Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch

Taiwan expands semiconductor R&D infrastructure with new pilot line in the pipeline

Gemtek reports full-year revenue rise despite net loss after one-time charges

TPIsoftware's push for enterprise sovereign AI could accelerate Taiwan's AI deployments and reshape vendor partnerships

Shenzhen, Wuxi offer million-yuan subsidies to draw OpenClaw AI agent startups

Inmax advances into memory supply chain with DDR wafer-level test system

Mar

10

2026

TSMC February 2026 revenue climb on AI demand despite seasonal dip

Rugged device maker Winmate sees growth surge from edge AI and defense demand

SK Hynix develops 1c LPDDR6 DRAM for AI devices

Iran conflict threatens Gulf data center boom as attacks mount

Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins

Adlink reports 16% rise in February revenue as edge AI display demand grows

Groq reportedly urges Samsung to expand wafer production as AI chip demand surges

Qualcomm makes its move into physical AI and robotics

Zheng Hsing sees steady 2025 performance as Vietnam shift and Turvo support sustain operations

LGES reportedly drops LG Chem cathodes, taps L&F for Tesla battery supply

OpenAI to acquire Promptfoo to strengthen security testing for enterprise AI agents

Middle East conflict fuels energy crisis, Taiwan's summer power supply at risk

Samsung bets on Galaxy S26 to beat the odds in Taiwan

Chinese satellite images reveal US military buildup in Middle East

Apogee narrows 2025 losses, eyes US broadband buildout in 2026

TCC chair flags resource war risk as US-Iran tensions rattle energy markets, sees silver lining in China's green push

Zhen Ding posts slight 4% revenue drop in February amid strong AI demand

US-Israel war on Iran threatens Asian auto supply chains, squeezing Chinese exporters

TSMC expansion triggers filter material shortage and price surge

Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says

Apple's smart home ambitions stalled by Siri AI delays

Coretronic delays some imaging product deliveries due to Middle East conflict

Boretech eyes revenue growth in 2026 amid rising petrochemical prices

Anthropic sues US over Pentagon supply-chain risk label

Amtran expands beyond displays as networking products begin shipping

Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics

HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies

HPE beats earnings expectations as networking strength offsets cloud softness

MAtek's testing business grows with AI-era chip complexity, but profits fall

Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Samsung union plans 18-day strike, adding risk to HBM supply chain

US NDAA and BAA policies boost investment in Taiwan's defense supply chain

Moxa eyes Middle East market growth amid energy and AI infrastructure demand

Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays

SK On cuts nearly 1,000 jobs at US battery plant as EV demand wanes

PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026

Beyond the qubit: Taiwan's phase 2 quantum plan targets full commercialization

Quanta AI server surge cuts notebook revenue share below 20%

Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging

TSMC's Arizona fab turns profitable, validating US chipmaking push

Nanya Technology and Micron drive Acter's 2026 revenue to rise over 30%

Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls

China's EV charging war: BYD strikes back at CATL

Phison says NAND prices jumped 50% overnight as supply crunch continues

SAS Group leverages semiconductor and energy synergy from space tech to net zero

Japan targets JPY40 trillion in domestic semiconductor sales by 2040

South Korea warns Middle East conflict could disrupt chip supply chain

BOE capex slowdown raises concerns for Korean display equipment suppliers

AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec

Mar

9

2026

EU policies tighten costs and complexity for automakers, industry warns

US auto market hits a wall as subsidies dry up and buyers max out

Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

IEI Integration sees profit squeeze but expects recovery in 2026

Ability Enterprises' momentum points to strong 1Q26 outlook

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan

China warns Nexperia dispute could trigger new global chip shortage

China's new Five-Year Plan pairs tech push with consumption pivot

Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand

Beyond the firefighter: Why automakers are overhauling the corner office

Japan reportedly weighs US display plant with JDI to counter China's LCD dominance

US and Finland lead bids for Taiwan's quantum hybrid computing system

GSEO reports yearly increase in February demand, new products on track for 2H26

Taiwan server makers race to add quantum capabilities to protect future orders

Chinese optics firms shift from smartphones toward higher-end applications

Mitsui partners with Kaynes and AOI Electronics to support Indian OSAT business

Taiwan's telecoms showcase AI solutions at 2026 Smart City Expo, focusing on resilience and sustainability

Inside Apple's US$599 MacBook Neo and the 3D-printed future

MWC 2026: How AI is reshaping devices, networks, and data policy

Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions

South Korea's IC design moves to bridge demand and local foundries

Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan

Industry mulls thicker HBM standards for 20-layer stacks

LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up

Jabil to wind down Clinton facility, shift production to Devens

US weighs global AI chip export licensing to curb third-country diversion

AW 2026: Advantech sees a way out of physical AI's 'chaos'

Micron: LPDRAM server demand to outpace market; Taiwan key production base

Automaker leadership reshuffle deepens strain on Europe's tier 1 suppliers

Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

RichWave sees steady Wi-Fi 7 demand despite 4Q25 revenue dip, Wi‑Fi 8 eyed for 2028 rollout

Apple reshapes product lineup with budget MacBook and ultra-premium push

OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues

Weekly news roundup: TSMC probe, AI boom, and memory price surge

Exclusive: Compal advances Direct to Cell work, integrates communication modules into satellites

India roundup: Japan, South Korea deepen push as semiconductor and tech investments expand

LCD TV panel prices rise in 1Q26 as demand stays strong

Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise

Radbon sees boost from resumption of deferred orders, expects long-term growth from aerospace, defense

Exclusive interview: India's NKRF seeks global role in RF component supply chain

Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts

LCD monitor panel prices to rise in March 2026 as notebook panel declines slow

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Component price surge hits business PC market harder than consumer segment

Meribank extends semiconductor precision to biomedicine with AI and modular process

Mar

8

2026

Global auto giants retreat to 'survival defense' as electrical revolution triggers CEO reshuffle

Adata chairman expects NAND price surge in 2H26

Applied Materials VP warns AI growth may hit energy, not chip limits

DynaPack plans triple BBU capacity expansion to meet AI data center demand

Tier-1 orders from major automakers fueling growth for Hiroca

SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance

Broadcom CEO sees copper interconnects viable through 2028

Defense chips, satellite systems now "100% localized," Chinese academics say

Phison rides AI wave to record profits; foresees explosive growth through 2026

Taiwan and the UK sign space industry pact to deepen supply chain cooperation

Wistron posts record February revenue driven by AI server shipments

Mar

7

2026

Qwen shake-up sparks AI talent war with Z.ai and DeepMind

The long game of Rick Tsai: from TSMC’s darkest hour to the AI era

GCS eyes 200G optical component ramp in 2026 as AI demand grows

SmartGreen's energy tech wins CA$860M Grid Vici deal in Canada

Foxconn and TSMC advanced packaging spur V5 to consider France, US sites

Largan avoids low-margin orders as optical industry enters slow season

TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up

Mar

6

2026

AW 2026: how AX is advancing traditional automation

Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints

February EV registrations reveal new market dynamics in Taiwan

Humanoid robots hit new limits as touch sensing, safety standards slow deployment

Nvidia's LPU push could reshape inference economics as OpenAI signals major buy

AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory

Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Toyota Group's Denso bids up to US$8 billion to acquire Rohm

Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue

MacBook Neo lowers Apple’s entry barrier, challenging budget laptops

Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026

Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain

Europe's automakers brace for energy and logistics shocks from Middle East tensions

Tata cements EV lead in India as 2026 roadmap targets scale, premium push and charging dominance

Alibaba faces questions over Qwen continuity after sudden departures and structural shift

SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum

Edge AI developer Microip brings AIVO platform to drone systems

Rising silver prices shift solar technology race toward low-silver cells

Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue

Chicony Power sees strong 1Q26 amid customer inventory replenishment

South Korean Academia: NAND scaling nears ceiling; China seen closing gap

Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment

Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains

SK Group chairman reportedly to meet Nvidia CEO at GTC

Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment

Taiwan and US to jointly boost investments in five trusted industries

AW 2026: Wonik Robotics redefines precision dexterity in humanoids

AW 2026: Asus expands B2B with NUC 16 Pro mini PC ahead of IPO

UK space industry warns supply chain strains threaten growth, urges shift from grants to contracts

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Hormuz tensions test Taiwan's energy security as government scrambles to shield chip industry

Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early

Advantech targets 30% global edge AI platform share in new 5-year vision

Unitree, Leju, and AgiBot showcase humanoid robots at AW 2026

Supply-chain firms become front-line partners as tech outpaces testing and standards

Cheng Mei Materials launches semiconductor films with 1Q26 shipments

South Korea launches first physical AI data factory to catch up with China's robot data edge

Amtran hits 9-year revenue high in 2025 with product mix optimization

China chip leaders call for national effort to build 'Chinese ASML'

Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal

London stakes its claim as the financial Launchpad of the space age

Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive

Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization

Foxconn February revenue rises 8% on continued AI server demand

Taiwan refocuses nearly US$9.5bn chip program on drone, robotics and LEO satellite chips

US considers global licensing regime for AI chips, tying exports to investment pledges

Exclusive Interview: How Space West is engineering the UK's defense identity

South Korean OLED materials firm Lordin plans India expansion amid Chinese competition

Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging

South Korea's approval for Google to export high-precision maps raises competition and security questions

Qisda sees February 2026 revenue decline, expands AI investment across three sectors

Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment

China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production

Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy

Mar

5

2026

State 'Big Fund' backs humanoid robotics with US$362M Galbot investment

How Apple's 'triple $599' strategy could change everything for 2026

Coex welcomes AW 2026, accelerating AI-driven industrial transformation

Memory spot prices surge, straining procurement capital and risking industry cycle instability

Google and Taiwan partner to build world's first nationwide AI health network, shifting AI from audit tool to everyday care

Persistent DRAM shortage to push prices and capacity investments higher, Nanya says

AWS Middle East data centers hit by drones; Nvidia, Google adjust operations

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Anthropic reportedly reopens Pentagon AI talks after blacklist threat

Huawei reveals 896-channel automotive LiDAR with dual-optical architecture

Elan eyes growth from AI drone modules despite PC market decline

OpenAI is reportedly developing a GitHub alternative, raising questions for the AI industry

Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1

Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience

Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains

Pichai congratulates Google Taiwan's 20th anniversary, eyes AI era milestones

TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties

UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value

Jack Ma: AI tech evolves weekly, outpacing society's readiness

AW 2026: Asus outlines edge AI strategy for smart city deployments

Suzuki to acquire Kanadevia's solid-state battery business to strengthen EV technology

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Sony reportedly retreats to console exclusivity in strategic reset for PlayStation 5

Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

PC chip orders pull forward, blurring the 2026 seasonal cycle

China sets 2026 growth target at 4.5–5% as supply chain risks mount

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

AI's power problem: US tech giants seek grid solutions while China builds energy edge

Apple builds US chip supply chain with TSMC and Foxconn

Singapore's small-state strategy offers new insights for Taiwan's tech industry

Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month

Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates

Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales

UK reshapes space policy with £500m push to build a competitive orbital industry

Broadcom says five AI chip partners are ramping, OpenAI slated for 2027

Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook

Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars

Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers

Hanmi Semiconductor strengthens ties with India amid Micron facility launch

GIS eyes mass production of microLED AR glasses in 2H26 amid optical push

Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027

Column: US drone policy reshapes supply chain opportunities for Taiwan

Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

WT Microelectronics sees 2026 growth despite memory price hikes

Egis showcases satellite and drone integration at MWC 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Mar

4

2026

Chunghwa Precision Test Tech posts record February revenue despite seasonal dip

AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026

Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

BMW's Aeon signals shift toward technology-led governance as new CEO takes helm

Rising memory prices push Nanya and Winbond into expansion and record revenues

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Mitac expands US server capacity, eyes growth in 2026

Primax's shift to automotive, AIoT and robotics could reshape revenues within two years

Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits

BYD sales surpass Tesla in 20 countries with vertical integration and local production

Acter Group posts 37% revenue growth in 2025 on Taiwan project surge

MediaTek and Starlink showcase satellite emergency alerts at MWC 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Human touch beats AI: 99% of top game IP studios reject AI-generated art despite industry boom

Gogoro gains market share in Taiwan with entry-level scooters amid Lunar New Year slump

FitTech seeks enforcement to recover over US$43 million and CNY30 million from Sanan subsidiaries

IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand

TSMC leads foundry price hikes as second-tier firms see profit rebound

Anthropic's federal ban signals a new era of ideological friction between Silicon Valley and Washington

Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit

Chunghwa Telecom and Nokia deepen strategic partnership at MWC 2026

Space-Comm Expo 2026: In the race for resilient communications, BAE and Babcock move upward

TSMC dominates global foundry rankings while four Chinese players enter top 10

US reverse-engineers Iran's Shahed drone to reshape asymmetric warfare with AI-powered LUCAS swarms

ASML seeks new growth in AI packaging beyond EUV monopoly

Delta Electronics chairman says AI humanoid robots remain immature

Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization

AblePrint Technology offsets forex losses with strong equipment shipments, maintains 2025 profit

Taiwan eyes advanced packaging as panel makers' transformation edge

Taiwan fortifies emergency energy defenses as Middle East tensions disrupt LNG supply

Sinbon sees modest February revenue decline, cites Lunar New Year working days as a drag on monthly sales

Taiwan rebuts Trump's 'chip theft' claims as semiconductor tensions rise

Samsung launches 'Doubao phone' rival as Apple embraces Gemini AI agents

TSMC Alumni Network reportedly expands with million-dollar salary entry threshold

Taiwan lacks autonomous command system for drone swarm tactics

Meta reportedly forms applied AI engineering unit to accelerate superintelligence push

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

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