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    NEWS TAGGED CHIPS + COMPONENTS
    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,...
    Monday 2 March 2026
    Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
    AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
    Monday 2 March 2026
    Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

    Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its...

    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
    Daxin Materials eyes 30% revenue growth in key raw materials by 2026
    Daxin Materials achieved strong gains in semiconductor materials in 2025, expanding its product lineup to 12 items. The company plans to introduce three to five new products in 2026,...
    Monday 2 March 2026
    Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

    Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

    Monday 2 March 2026
    Rare Huawei-ByteDance alliance unveils RRAM AI chip delivering 66x CPU speed at ISSCC 2026
    Huawei and ByteDance have jointly unveiled a next-generation AI acceleration chip based on resistive random-access memory (RRAM), developed with Tsinghua University and other Beijing...
    Monday 2 March 2026
    Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers
    Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily...
    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...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook