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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 manufacturers as the main engines sustaining the economy. The Ministry of Economic Affairs reported strong early-year export order growth that supports the outlook.
Monday 23 March 2026
Facing regulatory and competitive pressures, Apple CEO signals alignment with China

Apple CEO Tim Cook struck a conciliatory tone at the China Development Forum, praising Chinese developers and manufacturing capabilities while emphasizing shared goals in innovation and sustainability, just days after renewed state media criticism of Apple's App Store practices, according to Bloomberg.

Monday 23 March 2026
IEI Integration eyes strong 2026 growth as networking projects scale up
Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing in the networking sector will begin shipping in phases in 2026, becoming the primary driver of revenue growth for the year.
Monday 23 March 2026
Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko
The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture to build a new factory in Vietnam focused on high-layer count (HLC) PCB capacity. The plant is expected to enter mass production by the second quarter of 2027, prioritizing the AI server PCB market opportunity.
Monday 23 March 2026
Aluminum foil costs push capacitor prices higher in Taiwan and Japan
Following earlier price increases for tantalum capacitors and inductors, the aluminum capacitor supply chain is now seeing further price adjustments. Taiwanese manufacturers say end-market demand remains strong only in the AI sector, while upstream raw material prices — metals in particular — continue to climb, nearing a critical cost threshold for suppliers. The passive components industry's "cost defense battle" has now spread from inductors and chip resistors to aluminum capacitors.
Monday 23 March 2026
India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

India is rapidly positioning itself as a strategic hub for semiconductors, clean energy, and advanced manufacturing. Japanese and domestic chipmakers expand local operations, the 2026 budget offers tax and import incentives, solar wafer sourcing is mandated, and Reliance secures a US$3 billion green ammonia deal with Samsung, highlighting supply chain and energy transitions.

Monday 23 March 2026
Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026
Tai-Saw Technology's differential oscillators are entering GPU module and AI server supply chains, potentially reshaping global networking hardware availability. With 400G shipments already underway and 800G mass production targeted for late 2026, the move carries implications for data center upgrade cycles, high-speed communications deployment, and component sourcing for manufacturers and partners worldwide.
Sunday 22 March 2026
Chunghwa Precision Test breaks ground on new Taiwan plant to meet AI chip demand
Chunghwa Telecom-owned probe card manufacturer Chunghwa Precision Test (CHPT) broke ground on a new plant on March 20 at the Pingzhen Industrial Park in Taoyuan, signaling an aggressive expansion strategy aimed at capturing rising semiconductor testing demand driven by artificial intelligence.
Saturday 21 March 2026
AI robot fingertip sensing set to drive next tech breakthrough
The future of AI robot computing power is expected to shift significantly toward edge devices, with dexterous robotic hands playing a critical role as the core endpoint. Industry experts observe that the next major breakthrough in AI robotics will come from integrating sensing and real-time computing capabilities into these agile hands.
Saturday 21 March 2026
Taiwan legislature blocks science budget; Minister defends industry
The National Science and Technology Council (NSTC) held its 20th committee meeting on March 18, 2026, where industry players expressed concerns over the science research budget being stalled in the Legislative Yuan.
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 self-developed sensor chip. Partnering with strategic collaborator Gkuvision, an imaging solution provider, HiSilicon launched the new generation sports camera "Xiaotu S7PRO MAX" equipped with its proprietary sensor.
Friday 20 March 2026
Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China
Lynas Rare Earths has achieved first production of samarium oxide at Lynas Malaysia, expanding its range of separated heavy rare earth oxides to three and reinforcing its status as the only commercial producer of separated HRE oxides outside China, developments that could affect global supply chains for high-performance magnets and advanced technologies.
Friday 20 March 2026
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and welcomed CEO Jensen Huang to its booth in a highly public display of partnership. When the event wrapped up, however, that momentum was quickly overshadowed by a federal indictment placing one of the company's most senior figures under scrutiny.
Friday 20 March 2026
Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference capabilities into the Vera Rubin server stack. This move positions Nvidia to define foundational rules for agentic AI while effectively blocking ASIC competitors like Google from encroaching on its market.
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 companies with AI, according to The Wall Street Journal. The proposed vehicle—described as a "manufacturing transformation" fund—would target sectors such as semiconductors, aerospace, and defense, signaling a major push to bring AI-driven efficiencies into the industrial economy.

Friday 20 March 2026
Nvidia Vera Rubin servers to drive liquid cooling demand
Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers estimate that compared with the GB-series design, where each compute tray is paired with two liquid cooling modules, the VR generation will require up to seven modules per tray, more than doubling demand.
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 event featured concerts and consumer interactions aimed at reinforcing brand loyalty as part of the ongoing efforts to solidify Apple's supply chain in the region.
Friday 20 March 2026
The 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race
The next front in the global AI race may not be a data center. It could be a robot. Taiwan has quietly staked its claim — and it's building the industrial machinery to back it up.
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 dominance. Tien-Chong Cheng, chairman of Aurotek, attributes this swift growth to two key drivers: maintaining high market competition and freedom, and allowing the industry itself to shape development strategies.
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 companies.
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 the conference's "Taiwan Night" on March 18 (local time) to engage with Taiwanese partners and express his appreciation for their work.
Thursday 19 March 2026
Gulf crisis drives up petrochemical and semiconductor costs
As fighting in the Middle East continues, the closure of the Strait of Hormuz has sent shockwaves through global energy and petrochemical markets. The disruption is already rippling across supply chains, prompting manufacturers such as Shin-Etsu Chemical to scale back production of ethylene-based products and raise domestic polyvinyl chloride (PVC) prices in Japan by roughly 20%.
Thursday 19 March 2026
Foxconn Interconnect Technology pushes deeper into AI infrastructure with photonic-thermal integration play
Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain. The company presented products and collaborations at DesignCon 2026, OFC 2026, and GTC 2026.
Thursday 19 March 2026
Nvidia GTC 2026: Techman Robot showcases motion training tech
Techman Robot demonstrated its humanoid robot TM Xplore I, and advanced motion training technology at Nvidia GTC 2026. The company announced a partnership with motion capture specialist J-Mex to integrate J-Mex's MOXI wearable motion capture system, enabling highly precise robot motion training.
Thursday 19 March 2026
Amazon's Trainium 3 rumors clash with supplier optimism
Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly showed performance falling short of expectations. Yet suppliers involved in the chip's components say they have received no such notice and continue to prepare for a rapid ramp-up in production beginning in the second quarter of 2026.