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Tuesday 31 March 2026
Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
Tuesday 31 March 2026
Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology
Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in...
Tuesday 31 March 2026
Flex to acquire Electrical Power Products for US$1.1 billion
Flex said it has reached a definitive agreement to acquire Electrical Power Products (EP2), a specialist in engineered-to-order electrical control and protection systems, as it expands...
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026
Taiwan's auto industry goes digital as chips eclipse carmaking
Taiwan's automotive industry is undergoing a profound transformation, shifting away from traditional mechanical assembly toward what analysts describe as a semiconductor- and ICT-driven...
Tuesday 31 March 2026
Huawei poaches top scientist as Germany's tenure rules drive talent away
Huawei has recruited a leading scientist from a German research institute, raising concerns among the German government and academic circles. According to Nikkei Asia, Martin...
Tuesday 31 March 2026
Samsung faces 17,700-worker strike as DS division talks collapse
Samsung Electronics is embroiled in a deepening labor dispute after intensive negotiations between management and workers — which began on March 26, 2026 — broke down without...
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
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,...
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
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...