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NEWS TAGGED 2026
Thursday 19 March 2026
Amazon's Trainium 3 rumors clash with supplier optimism
Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
Thursday 19 March 2026
Foldable phone shipments may near 30 million in 2026 as Apple enters market
Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift...
Thursday 19 March 2026
AI and memory drive semiconductor output to surpass US$1 trillion in 2026
The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
Thursday 19 March 2026
Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
Thursday 19 March 2026
Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
Thursday 19 March 2026
Strong quarter for Jabil fueled by smart infrastructure and automotive demand
Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated...
Thursday 19 March 2026
Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...
Thursday 19 March 2026
Chip price surge in 2Q26 shifts cost pressure to end markets
As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...
Thursday 19 March 2026
Column: OpenClaw ignites China's AI agent land grab
OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters...
Thursday 19 March 2026
Nvidia signals optical future, but materials shortages stand in the way
Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
Thursday 19 March 2026
Micron delivers record-breaking 2Q26 financial results driven by AI demand
Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
Thursday 19 March 2026
AMD deepens ties with Naver in bid to expand AI infrastructure
Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
Thursday 19 March 2026
BYD slides as foreign automakers reclaim ground in China
China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among...
Thursday 19 March 2026
SK Hynix presses ahead on HBM4 despite tightening AI memory supply
SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
Thursday 19 March 2026
Acer ITS makes 'healing economy' micro-payment push to expand beyond smart transport
Acer ITS is making inroads into the so-called "healing economy" market through micro-payment solutions, according to company president Ming-feng Yu. These cover new opportunities in...