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Mar

13

2026

War engulfs the Gulf: worst aviation crisis since Covid

In an age of AI and Trump, even supercomputers can't tell us what comes next

Flytech extends momentum in Europe and US, evaluates key component substitution

Hygon revenue jumps 57% as AI compute boom lifts China's x86 chip contender

China's Nexchip signals wafer price hikes amid capacity expansion and CIS growth

Tesla AI chip delay pushes South Korean NPU startup DeepX back six months

APMIC's US$7 million Series A financing could accelerate on-premise private AI small model adoption

ByteDance's overseas chip play puts Washington in a bind

Smart City Summit & Expo broadens scope with AI city pavilion, robotics and virtual power plants

AI server tracker: February revenue highlights across testing, design services, and rail kits

US puts East Asian countries on notice in sweeping 60-economy forced labor probe

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

Chip material prices double, compound semiconductor supply chain on alert

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