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Thursday 5 March 2026
AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology...

Thursday 5 March 2026
Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
Thursday 5 March 2026
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
Thursday 5 March 2026
Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
Thursday 5 March 2026
Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars
Apple has introduced a US$599 MacBook Neo, its lowest-priced laptop ever, in a direct bid to expand competitiveness in the global PC industry. The new model targets budget Windows...
Thursday 5 March 2026
Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027
Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of...
Thursday 5 March 2026
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

Thursday 5 March 2026
WT Microelectronics sees 2026 growth despite memory price hikes
The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
Thursday 5 March 2026
Egis showcases satellite and drone integration at MWC 2026
Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and...
Thursday 5 March 2026
Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers
Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...
Wednesday 4 March 2026
Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...
Wednesday 4 March 2026
AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026
AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and...
Wednesday 4 March 2026
Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion
With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand...
Wednesday 4 March 2026
Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...
Wednesday 4 March 2026
BMW's Aeon signals shift toward technology-led governance as new CEO takes helm
BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition...