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NEWS TAGGED 2027
Tuesday 10 March 2026
US NDAA and BAA policies boost investment in Taiwan's defense supply chain
The US is significantly expanding drone procurement amid escalating tensions in the Middle East, aiming to acquire more than 300,000 drones before 2027. To achieve this massive enhancement...
Friday 6 March 2026
South Korean OLED materials firm Lordin plans India expansion amid Chinese competition
South Korean OLED materials developer Lordin plans to seek a technology-special listing in the first half of 2027, with a US$25 million fundraising round targeted for completion in...
Thursday 5 March 2026
Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...
Thursday 5 March 2026
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
Thursday 5 March 2026
Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
Thursday 5 March 2026
Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
Wednesday 4 March 2026
Rising memory prices push Nanya and Winbond into expansion and record revenues
Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...
Wednesday 4 March 2026
Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...
Tuesday 3 March 2026
Samsung reportedly moves up foundry break-even target to 2026
Samsung Electronics has reportedly brought forward the timeline for turning its foundry business profitable to 2026, accelerating an earlier target of 2027 and raising expectations...
Monday 2 March 2026
Rapidus raises US$1.7 billion to support 2nm mass production by 2027
Japan's state-backed chip venture Rapidus announced on February 27 that it has secured a total of JPY267.6 billion (about US$1.7 billion) in new funding from both government and private-sector...
Monday 2 March 2026
Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing...
Monday 2 March 2026
Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor...
Thursday 26 February 2026
Japan's EV market faces a reckoning as Mazda embraces NACS
As the global EV industry consolidates around a handful of charging standards, Mazda has made its choice.
Tuesday 24 February 2026
Taiwan bets on local production for 1,600-unit unmanned vessel fleet
Taiwan's military is rapidly expanding its unmanned vehicle fleet, with drone numbers surpassing 200,000 and procurement of over a thousand unmanned surface vessels (USVs) reportedly...
Monday 23 February 2026
Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...