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Wednesday 25 March 2026
Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight
At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing importance of 6G standards in an AI-driven era. More consequentially, ST Liew—Vice President of Qualcomm Technologies and President for Taiwan, Southeast Asia, and Australia/New Zealand—announced a structural shift: Qualcomm's Taiwan operations will be elevated into a standalone region, reporting directly to the APAC president, on par with markets such as Japan and South Korea
Tuesday 24 March 2026
Analysis: How Nvidia is reshuffling partners for the inference era
On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU to the AI Acceleration Market," it presented a classic David-versus-Goliath narrative
Tuesday 24 March 2026
Interview: The quantum clock is ticking — here's which industries need to move now
Enterprises have a 2035 deadline. That is when the US government expects companies to have completed their migration to post-quantum cryptography — a safeguard against the encryption-breaking capabilities that quantum computers will eventually possess. But long before that reckoning arrives, quantum technology is already opening doors in finance, pharmaceuticals, and materials science. Ching-Ray Chang, director of CYCU's Quantum Information Center and a Global Quantum 100 honoree, maps out the road ahead at AI Expo Taiwan
Tuesday 24 March 2026
Commentary: Trump's Middle East AI data center push under threat from Iran conflict
In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation included Silicon Valley leaders from OpenAI, Nvidia, Oracle, Cisco, SoftBank, Microsoft, Amazon, and Google. This trip underscored the region's strategic focus on AI-driven economic growth through data centers
Monday 23 March 2026
Commentary: CPO mass production put to test as photonic integration faces challenges
Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth discussions on the current state of co-packaged optics (CPO) mass production. IC design experts observed that, compared with previous OFC events, which focused primarily on new technological breakthroughs, the industry in 2026 is clearly more concerned with whether solutions can be delivered on time
Monday 23 March 2026
Research insight: F1's 2026 regulations reshape powertrain competition and accelerate low-carbon transition
With the 2026 Formula One (F1) season opener in Australia, the first competitive validation of the sport's new regulatory framework has already highlighted the impact of a fundamental powertrain shift. Mercedes-AMG secured a dominant one-two finish, underpinned by a clear performance gap. In qualifying, the team achieved a pole position lap time approximately 0.8 seconds ahead of the third-place competitor, while extending a lead of more than 15 seconds over Ferrari during the race
Sunday 22 March 2026
Column: Drones redefine warfare, and the US wants to control who builds them
Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned aerial vehicles (UAVs), often costing only a few thousand dollars, are now capable of striking targets hundreds of kilometers away, including armored vehicles, ships, and air defense systems
Saturday 21 March 2026
Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era
Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The new Exynos 2600, built on the advanced 2nm second-generation process (SF2), has delivered unexpectedly strong performance results compared to its previous chips, laying a foundation for the once-struggling chip line to bounce back
Friday 20 March 2026
Lumotive makes optical breakthrough, targets 10,000-port data centers
As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an interview with DIGITIMES Asia, Gleb Akselrod, Co-founder and CTO of Lumotive, detailed the success of the world's first programmable 2D optical beamforming chip
Friday 20 March 2026
Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural shift in its growth model. The traditional cyclical, recovery-driven growth is giving way to competition centered on high-end capacity deployment, control of critical materials, and global expansion capabilities
Friday 20 March 2026
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and welcomed CEO Jensen Huang to its booth in a highly public display of partnership. When the event wrapped up, however, that momentum was quickly overshadowed by a federal indictment placing one of the company's most senior figures under scrutiny
Friday 20 March 2026
Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates
Friday 20 March 2026
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself
Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand companies
Thursday 19 March 2026
The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's most critical semiconductor supply chains