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Tuesday 3 March 2026
Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose,...
Tuesday 3 March 2026
Strait of Hormuz threat tests South Korea's memory recovery
After the US and Israel launched joint air strikes on Iran, Middle East tensions escalated sharply. South Korea activated an emergency response system, with Prime Minister Kim Min-seok...
Tuesday 3 March 2026
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...
Tuesday 3 March 2026
ROHM Boosts GaN Supply with TSMC Technology

ROHM Co., Ltd. (hereinafter "ROHM") has decided to integrate its own development and manufacturing technologies for GaN power devices with the process technology of TSMC,...

Tuesday 3 March 2026
AI server boom strains tantalum capacitors; MLCC substitution falls short
The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
Tuesday 3 March 2026
China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

Tuesday 3 March 2026
Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...
Monday 2 March 2026
Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says
The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin...
Monday 2 March 2026
Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
Europe's domestic battery sector is in a structural crisis, with high costs, technological shortfalls, and project delays eroding its ability to compete with Asian manufacturers.
Monday 2 March 2026
Hyundai European hubs gain value as EU plans 70% local EV production rule
The EU is preparing to tighten electric vehicle subsidy rules by requiring that 70% of automotive components — excluding batteries — be produced within the bloc. The proposed...
Monday 2 March 2026
Rapidus raises US$1.7 billion to support 2nm mass production by 2027
Japan's state-backed chip venture Rapidus announced on February 27 that it has secured a total of JPY267.6 billion (about US$1.7 billion) in new funding from both government and private-sector...
Monday 2 March 2026
US deploys LUCAS drone in Iran strike, mirroring Iran's Shahed-136 combat entrance

US Central Command (CENTCOM) confirmed that in its February 28 airstrike on Iran, it deployed for the first time the LUCAS (Low-Cost Uncrewed...

Monday 2 March 2026
Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing...
Monday 2 March 2026
Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor...
Monday 2 March 2026
Arizona in the black: a milestone for TSMC—and Washington

Taiwan Semiconductor Manufacturing Co. (TSMC) has reached a critical financial turning point in its high-stakes expansion into the American desert,...