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Tuesday 17 March 2026
AI-related impact on gaming industry goes beyond memory chip shortage
As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...
Tuesday 17 March 2026
eMMC shortage sends NAND prices soaring, with further gains ahead
Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...
Tuesday 17 March 2026
Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier
Frequent global conflicts in recent years have sharply driven up demand for drones, prompting many countries to accelerate the development of related industries. Backed by government...
Tuesday 17 March 2026
Foxconn eyes high double-digit AI server shipment growth in 1Q26
Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the...
Tuesday 17 March 2026
Middle East conflict and Section 301 put manufacturers in a double bind
Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
Tuesday 17 March 2026
Inter Battery 2026: Global battery market still centered on LFP
Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
Tuesday 17 March 2026
WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
Tuesday 17 March 2026
Taiwan's exports to US hit record highs as FedEx and UPS expand cargo hubs
Driven by growing demand for AI servers and high-performance computing (HPC) applications, Taiwan's exports to the US surged 83% in the first two months of 2026, marking a strong performance...
Tuesday 17 March 2026
Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
Tuesday 17 March 2026
Nvidia signals trillion dollar infrastructure shift at GTC 2026 keynote
During the GTC 2026 keynote, Nvidia CEO Jensen Huang detailed a massive shift toward agentic AI and specialized token factories. Huang projected at least a trillion dollars in infrastructure...
Monday 16 March 2026
Taiwan OSAT firms log double-digit annual growth despite slow season
Benefiting from the continued expansion of AI applications, demand for chips used in high-performance computing (HPC), memory, networking, and smartphones has grown simultaneously,...
Monday 16 March 2026
Global smartphone AP industry, 4Q 2025

Introduction

Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...
Monday 16 March 2026
GEM Services upgrades copper clip bonding for AI server dual-sided cooling
Taiwan-based power semiconductor packaging and testing firm GEM Services has announced advancements in its copper clip bonding technology to meet growing demand for enhanced cooling...
Monday 16 March 2026
Lotes tops US$1 billion in 2025 revenue on rising demand for high-value server connectors
Lotes Terminals Industrial Co. said full-year 2025 revenue topped US$1 billion, reflecting stronger demand for next-generation server and cloud infrastructure components as AI server...