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    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 31 March 2026
    DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand
    On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference...
    Tuesday 31 March 2026
    Taipower freezes electricity rates in Taiwan amid volatile fuel prices
    Amid ongoing conflict in the Middle East, Taiwan's Ministry of Economic Affairs (MOEA) convened an electricity price review committee on March 27. Taking into account the need to stabilize...
    Tuesday 31 March 2026
    Samsung, SK Hynix reportedly set for record profits as long-term contracts expand
    Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to...
    Tuesday 31 March 2026
    Jensen Huang unpacks what's behind TSMC's staying power
    Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks,...
    Tuesday 31 March 2026
    China's analog chip price surge spreads, benefiting mature AI process assets
    As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...
    Tuesday 31 March 2026
    Custom chips demand spike draws Taiwan firms into ASIC arena
    While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...
    Tuesday 31 March 2026
    Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
    Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
    Tuesday 31 March 2026
    Fuel cell shift to metal bipolar plates opens door for Taiwan manufacturers
    The Metal Industries Research & Development Centre (MIRDC) held the "2026 Metal Bipolar Plate Drives New Generation of Hydrogen Energy Symposium" on March 27, focusing on fuel...
    Monday 30 March 2026
    China's chip equipment and supply chain scale up on AI demand, look overseas
    SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.
    Monday 30 March 2026
    Passive component maker Tai-Tech wins US client, scales Malaysia plant for AI server, EV demand

    Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China...

    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Samsung reportedly aims to begin silicon photonics mass production in 2028
    Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...
    Monday 30 March 2026
    Commentary: US chip security act ends China's special AI chip supply
    The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...
    Monday 30 March 2026
    China builds open RISC-V chip platform with Xiangshan, Ruyi OS
    China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native...
    Monday 30 March 2026
    Samsung reportedly shifts Xi'an plant to 236-layer NAND

    Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

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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