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Monday 23 March 2026
India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor...
Monday 23 March 2026
Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements

Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements,...

Monday 23 March 2026
Samsung chairman joins Beijing forum as China seeks foreign chip investment

Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to...

Monday 23 March 2026
Taiwan central bank revise 2027 GDP growth upward
Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic...
Monday 23 March 2026
Uber bet US$1.25 billion on Rivian to scale Robotaxi fleet
Uber is pushing into autonomous mobility through a multibillion-dollar partnership with Rivian, aiming to deploy tens of thousands of robotaxis across North America and Europe over...
Friday 20 March 2026
Experts urge expanded national guarantees as Taiwan offshore wind round 3.3 faces rising financing pressure
As Taiwan enters round 3.3 of its offshore wind development project, foreign financial institutions have reached relatively high exposure levels. Experts say Taiwan's government should...
Friday 20 March 2026
Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026
Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor...
Friday 20 March 2026
Amazon founder reportedly eyeing US$100B AI fund to transform manufacturing

Jeff Bezos is reportedly in early discussions to raise a US$100 billion investment fund aimed at acquiring and modernizing manufacturing...

Thursday 19 March 2026
Taiwan turns to Stargate playbook: private capital powers AI infrastructure
Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...
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...
Thursday 19 March 2026
Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
Thursday 19 March 2026
Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty
Intel's advanced packaging complex in Malaysia is expected to begin operations later this year, Prime Minister Datuk Seri Anwar Ibrahim said, as the company advances its assembly and...
Wednesday 18 March 2026
Mitsubishi Electric weighs stake sale in auto unit amid Foxconn talks
Mitsubishi Electric is evaluating a partial stake sale in its automotive components subsidiary, Mitsubishi Electric Mobility, as reports emerge of potential investment discussions...
Wednesday 18 March 2026
Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...