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REALTIME NEWS
MicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026
Semiconductors
1min ago
Chip material prices double, compound semiconductor supply chain on alert
Semiconductors
14min ago
7 days
14 days
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
BIZ FOCUS
Feb 9, 08:00
iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
Friday 6 February 2026
2026 Market Outlook: Key Opportunities & Risks to Watch
Thursday 5 February 2026
Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
Wednesday 4 February 2026
Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT
TSMC leads foundry price hikes as second-tier firms see profit rebound
DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch
USITC Section 337 investigation could reshape Taiwan's auto parts industry
Samsung targets 2nm process for HBM4E base die to boost AI chip edge
Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown
IT services provider Wistron ITS expects AI-driven growth in 2026
Adobe reports strong earnings as CEO announces planned departure
Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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