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    Taipei rebuts Trump’s ‘chip theft’ claims as semiconductor tensions rise
    Mar 3, 18:31
    Qatar LNG production halt triggers energy crisis
    Mar 3, 18:28
    Delta Electronics chairman says AI humanoid robots remain immature
    Mar 3, 18:28
    Taiwan lacks autonomous command and control system for drone swarms despite global trend
    Mar 3, 18:26
    99% of major game IP companies reject AI-generated content, says Acer Gaming subsidiary
    Mar 3, 18:26
    IPC vendors converge at Embedded World 2026 as edge AI demand rises
    Mar 3, 18:25
    BYD surpasses Tesla in sales across 20 countries over past five years
    Mar 3, 18:25
    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 3 March 2026
    Strait of Hormuz threat tests South Korea's memory recovery
    After the US and Israel launched joint air strikes on Iran, Middle East tensions escalated sharply. South Korea activated an emergency response system, with Prime Minister Kim Min-seok...
    Tuesday 3 March 2026
    TSMC to lead SiPh equipment and materials localization in Taiwan
    Taiwan President Ching-te Lai stated on March 2 that one of the government's core policy goals for 2026 is to boost the economy by fully promoting the country's AI major infrastructure...
    Tuesday 3 March 2026
    MediaTek invests US$90M in SiPh startup Ayar Labs
    MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
    Tuesday 3 March 2026
    DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
    AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
    Tuesday 3 March 2026
    Nvidia invests in Lumentum to advance AI optics technology
    Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Tuesday 3 March 2026
    Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
    Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...
    Monday 2 March 2026
    Renesas names new India president to accelerate growth amid fierce engineering talent competition
    Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.
    Monday 2 March 2026
    AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
    AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
    Monday 2 March 2026
    DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

    FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

    Monday 2 March 2026
    Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

    Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

    Monday 2 March 2026
    Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
    As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
    Monday 2 March 2026
    Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
    A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...
    Monday 2 March 2026
    Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
    According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...
    Monday 2 March 2026
    Intel Foundry Chief joins Qualcomm; Chandrasekaran takes dual tech and fab role
    Backed by the US government and positioned under a "Made in USA" mandate, Intel has seen another senior leadership change. In a surprise move, Kevin O'Buckley, head of Intel Foundry,...
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    biz
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook