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Friday 20 March 2026

Global top-3 memory maker status, 1Q26

AI demand to sustain memory boom in 2026; new competition among the "Big Three" begins.

Friday 20 March 2026

Lumotive makes optical breakthrough, targets 10,000-port data centers

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

Friday 20 March 2026

Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials

DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...

Friday 20 March 2026

Nvidia and AWS strike massive GPU supply deal through 2027

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

Friday 20 March 2026

Commentary: Nvidia sees Groq as its next Mellanox

Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He 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

UK-Taiwan R&D ties scale up with Foxconn, Turing Space, NSYSU

Taiwan has long leveraged its manufacturing strengths to carve out a place in the global supply chain. Now, it is going further. With research and development reach expanding overseas,...

Friday 20 March 2026

TPK profit jumps as OLED tablets lift touch module pricing

Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules...

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

Commentary: Taiwan's display panel makers are quietly becoming chip companies

Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.

Thursday 19 March 2026

Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan

Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...

Thursday 19 March 2026

Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era

The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...

Thursday 19 March 2026

Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents

As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...

Thursday 19 March 2026

Chip price surge in 2Q26 shifts cost pressure to end markets

As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...

Thursday 19 March 2026

Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support

Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.

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