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Feb 26 SEMICONDUCTORS

Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?

Mar 6 SEMICONDUCTORS

Nvidia's LPU push could reshape inference economics as OpenAI signals major buy

Mar 6 SEMICONDUCTORS

Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue

Impact of US strikes on Iran

On February 28, the US launched an airstrike on Iran, titled Operation Epic Fury.

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SEMICONDUCTORS

Feb 26

Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble

On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble, as the company reported record sales and signaled continued rapid demand for data‑center compute.

Mar 6

Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment

The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning point in second half 2026, boosting confidence across its long-struggling supply chain and triggering renewed investment momentum.

Mar 6

SK Group chairman reportedly to meet Nvidia CEO at GTC

SK Group chairman Chey Tae-Won is expected to attend Nvidia GTC 2026 in San Jose, California, on March 16, 2026, where he will likely hold high-level talks with Nvidia CEO Jensen Huang. The discussions are expected to center on the upcoming AI accelerator "Vera Rubin," launching in the second half of 2026, which uses sixth-generation high-bandwidth memory (HBM4). This cooperation highlights deepening ties in next-gen AI semiconductor development.

ICT

Mar 6

Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected to grow at a double-digit rate from approximately NT$8.1 trillion (approx. US$253 billion) in 2025, provided there are no major uncertainties.

Mar 6

AW 2026: how AX is advancing traditional automation

Automation World (AW) 2026 has concluded at COEX in Seoul, marking a turning point regarding hardware-centric automation. As the industry faces pressures from demographic shifts, supply chain volatility, and changing regulations, the event served as a global stage for the transition toward physical AI and Software-Defined Automation (SDA).

Mar 6

Alibaba faces questions over Qwen continuity after sudden departures and structural shift

Alibaba Group Holding Ltd.'s core team behind its Qwen large language model faced renewed turbulence after the abrupt resignation of its original technical lead prompted an emergency all-hands meeting on March 4. CEO Eddie Wu addressed the Qwen team in person as management sought to steady internal concerns.

TRENDING

COMMUNICATIONS

Mar 6

Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue

Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4 to 11, signaling a push for higher-end sales and revenue despite increased flagship prices.

Mar 6

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones" in Africa, the Middle East and Africa (MEA) region is not only a major sales hub but also a critical market segment.

Mar 9, 12:10

Taiwan's telecoms showcase AI solutions at 2026 Smart City Expo, focusing on resilience and sustainability

Asia's largest professional smart city exhibition, the 2026 Smart City Summit & Expo, is set to open on March 17, with Taiwan's three major telecom operators highlighting AI-driven solutions, network resilience, and sustainability as central themes of their exhibits.

ELECTRIC VEHICLES

Mar 6

Toyota Group's Denso bids up to US$8 billion to acquire Rohm

Japanese auto parts supplier Denso has made a takeover proposal for Kyoto-based chipmaker Rohm in a deal that could reach about JPY1.3 trillion (approx. US$8.3 billion), according to reports from Nikkei and Reuters.

Mar 6

February EV registrations reveal new market dynamics in Taiwan

According to the latest vehicle registration data released in early March 2026, Taiwan's auto market saw a sharp drop of nearly 40% in total vehicle registrations to about 22,000 units in February, due to fewer working days from the Lunar New Year holiday. However, the electric vehicle (EV) segment displayed a pronounced "watershed" effect, with certain models bucking the general trend and reshaping the competitive landscape for 2026 between domestic and imported EVs.

Mar 6

Europe's automakers brace for energy and logistics shocks from Middle East tensions

Rising tensions in the Middle East are adding a new layer of uncertainty for the global automotive industry, raising the risk that geopolitical disruptions could once again ripple through production costs, energy supply and logistics networks.

SUSTAINABILITY

Mar 6

Rising silver prices shift solar technology race toward low-silver cells

Rising global silver prices have pushed the cost of silver paste used in solar panels up about 2.5 times in six months, intensifying competition across the solar supply chain and accelerating interest in next-generation solar cell technologies.

Mar 4

Taiwan fortifies emergency energy defenses as Middle East tensions disrupt LNG supply

Rising tensions between the US and Iran have rattled global energy markets, exposing new vulnerabilities in Middle East supply chains. After drone attacks forced QatarEnergy to suspend liquefied natural gas (LNG) production, Taiwan's energy authorities moved swiftly to safeguard domestic supply, activating contingency plans to cushion against potential disruptions.

Mar 3

South Korea, Singapore launch FTA upgrade focused on AI, SMR nuclear, space, and quantum

South Korean President Lee Jae Myung met Singapore Prime Minister Lawrence Wong on March 2 and agreed to launch negotiations to upgrade the bilateral free trade agreement (FTA). The upgrade expands cooperation beyond traditional trade into artificial intelligence (AI), small modular reactors (SMR), space and satellite technology, and quantum science, reflecting a shift toward structured technology and energy collaboration.

AEROSPACE

Mar 6

Exclusive Interview: How Space West is engineering the UK's defense identity

In the high-stakes landscape of the UK's space economy, regional specialization is becoming a matter of strategic survival. While Scotland has staked its claim on launch services and the Midlands on high-volume manufacturing, the West of England is consolidating a critical niche: Space West. This burgeoning cluster is positioning itself as the UK's primary nexus for secure communications, robotics, and defense-integrated innovation.

Mar 6

UK space industry warns supply chain strains threaten growth, urges shift from grants to contracts

At the 2026 UK Space-Comm Expo held March 4-5 in London, a forum on "Strengthening Space Supply Chain Resilience" unexpectedly turned into an industry venting session. Participants said the UK space sector is facing deep structural fractures, citing weak supply chain oversight, long lead times for critical components, restrictions on international talent mobility, and what they described as the government's longstanding reliance on grants instead of acting as a stable procurement customer.

Mar 6

London stakes its claim as the financial Launchpad of the space age

For more than three centuries, the London Stock Exchange helped bankroll the industries that defined their eras, from the railways that stitched together 19th-century Latin America to the oil and mining conglomerates that powered the 20th century. Now, as the global economy turns skyward, London's financial establishment is preparing to finance what could become its next great industrial chapter: the US$1.8 trillion space economy.

DISPLAYS