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Saturday 21 March 2026
AMD-backed Upstage targets 10,000 GPUs in Korea AI expansion
Advanced Micro Devices is expanding its presence in South Korea's artificial intelligence market through a deepened partnership with local startup Upstage, as plans for large-scale...
Saturday 21 March 2026
Mercedes-Benz Taiwan launches new CLA with Nvidia's Alpamayo platform, readies EV push
Mercedes-Benz Taiwan has officially unveiled the all-new CLA series — the first mass-produced model built on the Mercedes-Benz Modular Architecture (MMA) platform, as announced...
Friday 20 March 2026
Global top-3 memory maker status, 1Q26

Introduction

Friday 20 March 2026
Memory price surge drives Transcend's 15x profit growth in January 2026
Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
Friday 20 March 2026
HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain
The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first...
Friday 20 March 2026
As NAND makers move on, MLC memory nears the end of the line

As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

Friday 20 March 2026
Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating...

Friday 20 March 2026
Allied Circuit sees server, IPC market growth boosting 2H26 outlook
Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...
Friday 20 March 2026
Apple CEO visits China at 50th anniversary event to strengthen supply chain
Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The...
Friday 20 March 2026
Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens
Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive...
Friday 20 March 2026
China's AI robot industry surges on market freedom and strategic autonomy
Despite lacking the industrial legacy of Japan and Germany, China has rapidly built its AI robotics sector into a formidable force, posing as a subtle challenge to US technological...
Friday 20 March 2026
Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
Thursday 19 March 2026
SK Hynix posts record pay, R&D, and capex in 2025
Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...
Thursday 19 March 2026
Micron ramps spending as cleanroom constraints cap memory supply
Micron Technology's aggressive increase in capital spending signals that the memory industry is approaching structural limits to supply expansion, as artificial intelligence (AI) demand...