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    NEWS TAGGED 2026
    Friday 20 March 2026
    Global top-3 memory maker status, 1Q26

    Introduction

    Friday 20 March 2026
    Nvidia and Uber team up on end-to-end self-driving system for robotaxis
    At GTC 2026, Nvidia formally unveiled an end-to-end autonomous driving technology stack and announced plans to deploy the full solution through ride-hailing platform Uber. The move...
    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...
    Friday 20 March 2026
    Memory price surge drives Transcend's 15x profit growth in January 2026
    Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
    Friday 20 March 2026
    Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026
    Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor...
    Friday 20 March 2026
    Nvidia and AWS strike massive GPU supply deal through 2027

    On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

    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...
    Friday 20 March 2026
    Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
    At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference...
    Friday 20 March 2026
    Commentary: Nvidia sees Groq as its next Mellanox
    Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first...
    Friday 20 March 2026
    MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards
    Nvidia GTC 2026 and the Optical Fiber Communication Conference (OFC) have underscored the growing importance of optical communication in cloud AI, with chipmakers playing an increasingly...
    Friday 20 March 2026
    As NAND makers move on, MLC memory nears the end of the line

    As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

    Friday 20 March 2026
    Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting
    Samsung Electronics held its 57th annual shareholders meeting on March 18 in Suwon, South Korea, where it unveiled advanced memory products, including high-bandwidth memory (HBM),...
    Friday 20 March 2026
    Nvidia Vera Rubin servers to drive liquid cooling demand
    Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers...
    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
    Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
    Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook