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Wednesday 25 February 2026

Trump touts tariffs, AI push as pillars of economic revival

On the evening of February 24, 2026, at the State of the Union address, President Trump urged major tech firms to build their own power plants for AI data centers and said American...

Wednesday 25 February 2026

US issues preliminary countervailing duties on solar cells from India, Indonesia, and Laos

The US Department of Commerce has announced preliminary affirmative determinations in its countervailing duty investigations into crystalline silicon photovoltaic cells from India,...

Wednesday 25 February 2026

Analog market rebalances: Texas Instruments pushes through price hikes

Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.

Tuesday 24 February 2026

Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026

Infineon bets on humanoid robots, targets AI data center-level growth

In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...

Tuesday 24 February 2026

Intel on edge as Nvidia sells Grace CPU separately to Meta

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...

Tuesday 24 February 2026

Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly...

Monday 23 February 2026

Altman dismisses space data centers, challenges Musk's orbital AI vision

The artificial intelligence boom has triggered a global race for chips, electricity, and land. Now it is fuelling something even more ambitious: proposals to move data centers into...

Monday 23 February 2026

AMD puts India at center of its global AI strategy with Helios platform and expanded partnerships

AMD is placing India at the center of its global artificial intelligence (AI) strategy, rolling out a new rack-scale AI platform and deepening partnerships that span infrastructure,...

Monday 23 February 2026

Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge

Samsung Electronics reclaimed the global DRAM market crown in 4Q25, just one year after losing it to SK Hynix. Industry watchers are closely monitoring whether Samsung can further...

Saturday 21 February 2026

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...

Thursday 19 February 2026

Supermicro explores local manufacturing in India amid AI push

US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Wednesday 18 February 2026

Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact

Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...

Wednesday 18 February 2026

AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook