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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 18 March 2026
Chipbond sets sights on SiPh and LPO for next phase of growth
Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry...
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Wednesday 18 March 2026
Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal
Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...
Wednesday 18 March 2026
Taiwan on track to outpace China's growth again in 2026
Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace...
Tuesday 17 March 2026
MSI to increase gaming product prices by up to 30% as memory costs spike
With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
Tuesday 17 March 2026
Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem
Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026,...
Tuesday 17 March 2026
Hon Precision raises AI chip test capacity plan by 40% amid surging demand
Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...
Tuesday 17 March 2026
Innodisk February profit jumps as cloud, AI demand lifts earnings

Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

Tuesday 17 March 2026
MPI posts record 2025 revenue and profit, expands probe card production in Taiwan
Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
Tuesday 17 March 2026
Nvidia GTC 2026: Nvidia unveils NemoClaw to accelerate autonomous agent deployment on OpenClaw
Nvidia today announced the Nvidia NemoClaw stack, a specialized software suite designed for the OpenClaw agent platform that enables users to deploy autonomous AI agents with a single...
Tuesday 17 March 2026
MetaX GPU push delivers growth, not profit, as losses hit US$560 million

MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

Tuesday 17 March 2026
HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy
The 2026 NVIDIA Global Technology Conference (GTC) has transcended its origins as a developer forum to become the ultimate proving ground for the high-bandwidth memory (HBM) indust...
Tuesday 17 March 2026
Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
Tuesday 17 March 2026
Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars
Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
Tuesday 17 March 2026
MOEA establishes high-speed silicon photonics verification lab to shorten development timelines
In January 2026, Taiwan's Executive Yuan officially approved the Ten AI Initiatives Promotion Plan, coordinated by the National Development Council (NDC) in collaboration with the...