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Wednesday 4 March 2026
Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However, their profitability trajectories diverged, reflecting different stages of commercialization and investment intensity
Wednesday 4 March 2026
Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site as a core production base for next-generation AI memory. The company's fifth fabrication plant, P5, is scheduled to begin operations in 2028 and will support the long-term supply of high-bandwidth memory (HBM) and advanced DRAM used in AI servers and data-center infrastructure, according to Yonhap and Munhwa

Wednesday 4 March 2026
FitTech seeks enforcement to recover over US$43 million and CNY30 million from Sanan subsidiaries
LED equipment manufacturer FitTech announced it has filed compulsory enforcement applications with local Chinese courts to recover more than US$43.29 million and CNY30.37 million (approx. US$4.42 million) from two subsidiaries of Sanan Optoelectronics, saying the move follows unpaid arbitration awards
Wednesday 4 March 2026
TSMC dominates global foundry rankings while four Chinese players enter top 10
ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for the first time in the industry's history
Wednesday 4 March 2026
US reverse-engineers Iran's Shahed drone to reshape asymmetric warfare with AI-powered LUCAS swarms
In late February 2026, the US and Israel launched coordinated strikes against Iran, deepening an already entrenched Middle East stalemate. During Operation Epic Fury, the US military confirmed it had deployed low-cost suicide drones for the first time—repurposing and upgrading technology rooted in Iran's own designs
Wednesday 4 March 2026
Taiwan fortifies emergency energy defenses as Middle East tensions disrupt LNG supply
Rising tensions between the US and Iran have rattled global energy markets, exposing new vulnerabilities in Middle East supply chains. After drone attacks forced QatarEnergy to suspend liquefied natural gas (LNG) production, Taiwan's energy authorities moved swiftly to safeguard domestic supply, activating contingency plans to cushion against potential disruptions
Wednesday 4 March 2026
Hisense leads 100-inch TV shipments as Chinese brands surge in 2025
The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL and Hisense are rapidly closing the gap, breaking into the top five TV sellers worldwide
Wednesday 4 March 2026
Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge
Following US and Israeli strikes on Iran on February 28, Iran's Islamic Revolutionary Guard Corps announced the closure of the Strait of Hormuz, disrupting global energy and shipping flows. The move has lifted prices for petrochemical feedstocks, synthetic rubber and plastic components, creating 15-25% raw material cost pressure for automakers and compressing margins
Wednesday 4 March 2026
SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure

China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1, 2026, prices for its smart security and AIoT product lines will rise by 10% or 20%, depending on the upstream wafer foundry manufacturing the products

Wednesday 4 March 2026
South Korean startups propose charging hubs as AI computing resources, battery-free smart cities
South Korea's vibrant startup ecosystem is advancing the country's smart city ambitions through AI-driven infrastructure. Uniqconn—a CES 2026 Innovation Awards Honoree—and Warp Solution have proposed blueprints for distributed AI infrastructure and battery-free smart cities, respectively, aiming to address massive national computing demands and reduce maintenance costs for urban traffic sensors
Tuesday 3 March 2026
Middle East conflict unlikely to disrupt Taiwan's short-term oil and gas supply; gas price volatility key to power costs
As the US–Iran war threatens to drive up global energy prices, concerns have been growing regarding Taiwan's energy supply, which is highly reliant on imported liquified natural gas (LNG) for generating electricity. Taking into account shipping times from the Middle East, industry experts expect that real impacts on Taiwan's oil and gas imports from the current conflict will begin after March 15. Oil and gas inventories are secure for now, as fuel already loaded and en route will ensure stable short-term supply
Tuesday 3 March 2026
US Congress and industry clash over new semiconductor security mandates
The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the oversight typically reserved for arms deals. This move, alongside the proposed Chip Security Act, has sparked a sharp divide between national security hawks in Washington and semiconductor industry leaders regarding the future of American technological leadership and export control strategies
Tuesday 3 March 2026
Rohm outsources back-end processes to India's Suchi Semicon
Rohm and Suchi Semicon have announced a strategic manufacturing partnership intended to strengthen semiconductor production capacity in India and support both domestic and international markets. The collaboration pairs Rohm's expertise in device technology and its global semiconductor presence with Suchi Semicon's back-end manufacturing capabilities and operational experience to create a reliable, scalable manufacturing framework responsive to changing industry requirements
Tuesday 3 March 2026
Escalation in the Middle East spotlights communication resilience ahead of 2026 UK Space‑Comm Expo
Recent joint airstrikes by the US and Israel against Iran, followed by Iran's retaliatory attacks on nearby US military bases in Bahrain and Qatar, disrupted local flight schedules and communications, bringing "communication resilience" back into international focus and elevating the 2026 UK Space‑Comm Expo as a barometer for satellite backup technologies
Tuesday 3 March 2026
Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India: large-scale inference embedded in sovereign public infrastructure