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NEWS TAGGED 2026
Monday 16 March 2026
Global smartphone AP industry, 4Q 2025

Introduction

Monday 16 March 2026
ESMT sees DDR3 contract prices increase as supply tightens
Memory design IC company Elite Semiconductor Microelectronics Technology (ESMT) reported a fourth-quarter 2025 profit of NT$1.033 billion (US$32.5 million), up 394.75% year-on-year...
Monday 16 March 2026
Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe
At Embedded World 2026, most Taiwanese IC design houses reported unprecedentedly active engagement with European customers. Over the past year, visits by European downstream customers...
Monday 16 March 2026
Nvidia, Wistron lead charge in Taiwan's intensifying AI talent race
Wistron chairman Simon Lin highlighted that the critical gap for Taiwan's artificial intelligence (AI) development in 2025 and 2026 is talent. Not only are Taiwanese companies urgently...
Monday 16 March 2026
DRAM prices surge 180% as HBM competition shifts to profitability
DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...
Monday 16 March 2026
IC design houses push 12-inch chips as 8-inch process price hikes loom
The chip market is facing a wave of price increases, with IDM companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand...
Monday 16 March 2026
AW 2026:Sentient AI emerges as a new industrial safety layer
The automation landscape showcased at Automation World (AW) 2026 marks a profound shift: security and safety are no longer merely compliance metrics, but the foundational layer of...
Monday 16 March 2026
CMMT pushes ahead into semiconductor materials despite polarizer headwinds
Cheng Mei Materials Technology (CMMT), a Taiwan-based polarizer manufacturer, remains loss-making but has stepped up efforts to reposition itself as a semiconductor materials supplier...
Monday 16 March 2026
Lotes tops US$1 billion in 2025 revenue on rising demand for high-value server connectors
Lotes Terminals Industrial Co. said full-year 2025 revenue topped US$1 billion, reflecting stronger demand for next-generation server and cloud infrastructure components as AI server...
Monday 16 March 2026
Walrus Pump sees AI server liquid cooling driving tech pump shipments by the second quarter of 2026
Walrus Pump, Taiwan's leading water pump manufacturer, said liquid cooling for AI servers is growing, and it expects a significant increase in technology pump shipments by the second...
Monday 16 March 2026
Analysis: BYD eyes F1 entry as it moves from gas engines to electric muscle

As Formula One (F1) prepares to introduce new power unit regulations in 2026, the sport faces its most dramatic technical transformation...

Monday 16 March 2026
EW 2026: addressing eyes & hands challenges in robotics
At this year's Embedded World (EW) exhibition, most exhibitors focused on critical solutions and specific components. In particular, there was a large focus on visual sensing, the...
Monday 16 March 2026
Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge
China-based wafer foundry Nexchip recently announced that starting June 1, 2026, it will raise foundry prices by 10% to ensure stable product supply and sustainable long-term partn...
Monday 16 March 2026
Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not...
Monday 16 March 2026
Vanguard to follow Nexchip with foundry price hikes starting in April
Following Nexchip Semiconductor's announcement that it would raise foundry prices by 10% starting June 1, Vanguard International Semiconductor (VIS) has also signaled a rare price...