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Mar 4
Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and priority access to high-end lasers and optical networking products. Industry observers say the deals could shift optical transmission from a supporting connectivity role to a central driver of AI computing capacity.
Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of revenue as launches and receiving-equipment procurement accelerate globally.

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company's expansion into the high-end data center storage supply chain.

The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the impact of memory price increases, along with localized hikes in passive component costs, remains manageable for its operations. Data center expansion is also fueling a surge in power IC demand, positioning WT Microelectronics' 2026 momentum to surpass that of 2025. The company plans to continue investing in high-growth sectors such as data centers and servers.
Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and low-power intelligent computing, the group is highlighting its comprehensive capabilities in satellite IoT, edge AI visual perception, drone system integration, ultra-low latency wireless transmission, and ultra-low power AI chips.
Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling capacity utilization and mounting labor disputes.
Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP) markets has kept orders for high-end test interfaces robust, supporting continued year-over-year revenue growth in February 2026.
AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and emerging AI-native hardware. The companies say the work adapts AGI's hybrid agent architecture to Snapdragon processors, with a roadmap toward executing the full stack locally on devices.
With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand to exceed 5GW by 2030, averaging an annual increase of roughly 1GW. Overall, Taipower is projecting a significant surge in system-wide electricity consumption from 2026 to 2035, with average annual growth more than double the pace during the past decade.
The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However, semiconductor and IC distribution players identify three major industry groups that remain resilient amid the supply crunch, experiencing relatively limited disruption.
BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition to Milan Nedeljkovic, who will assume the role of group chief executive in May 2026.
Mitac expands US server capacity, eyes growth in 2026
Mar 4
Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners of the parent reaching NT$6.84 billion and earnings per share (EPS) of NT$5.15.