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Wednesday 1 April 2026

China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross margin rose to 53.8%, up 0.63pp. The company's BR10X general-purpose GPU remained the main revenue contributor, while its next-generation BR20X is set for launch in 2026.

Tuesday 31 March 2026

Apple's OLED push sets off supplier race as LG Display tightens grip

Apple's long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others.

Tuesday 31 March 2026

Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures

After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have replaced tariffs as the primary uncertainty, driving energy and material costs higher and prompting potential price increases across the sector.

Tuesday 31 March 2026

Memory chip shortage drives surge in China's used phone chip market

The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is driven by a severe global shortage of consumer-grade memory chips.

Tuesday 31 March 2026

Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook

Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software, leading to a positive outlook for 2026. President Dave Lin noted that the second half typically outperforms the first, with subsidiary Protrade also seeing improved profits due to rising oil prices.

Tuesday 31 March 2026

Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing cluster, marking a shift from standalone GPUs to large-scale AI training infrastructure.

Tuesday 31 March 2026

India approves new electronics component projects to deepen domestic supply chain

India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts and reduce reliance on imports. The latest approvals represent a planned investment of about INR71.04 billion (approx. US$750 million), with projected output of INR845.15 billion and an estimated 14,246 direct jobs.

Tuesday 31 March 2026

India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers

India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period, according to unnamed industry executives cited by The Economic Times. The report said authorities are refusing to certify products manufactured in China or that rely on Chinese-origin chipsets or firmware, effectively shutting major vendors out of one of the world's fastest-growing surveillance markets.

Tuesday 31 March 2026

LCD monitor panel prices rose as notebook panel price drop slowed in March

Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight IPS supply and brands' early stocking have exacerbated global shortages, while notebook panel declines have softened as memory and CPU tightness limit price declines.

Monday 30 March 2026

Mitac Digital Technology eyes double-digit growth with three-pronged strategy in 2026

Mitac Digital Technology (MDT) is aiming for double-digit growth in 2026 with the launch of three key initiatives. The company's automotive infotainment business leads the way for growth through enhanced value from existing customers and successful new client acquisitions, while the smart connected communications segment continues to expand amid the AI wave, and the smart mobility segment—including dashcams—sees steady performance amid an overall downward trend. MDT president Steven Chang is confident that the company will sustain growth despite global challenges.

Monday 30 March 2026

Thermoplastic composites see growing applications in EVs and humanoid robots

Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying, both the US and China are accelerating the development of relevant supply chains, with the aim of rapidly boosting market penetration through government policies and expanding application scenarios.

Monday 30 March 2026

Taiwan’s AI pivot: from chip factory to “silicon innovation island”

Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan Shih calls a "silicon innovation island". The Taiwanese government plans to do this through a series of infrastructure projects, from power generation to supercomputing.

Saturday 28 March 2026

Taiwan pivots toward Europe and global democratic alliances as US-China AI race intensifies

As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan is leveraging its dominance in AI servers and semiconductors to foster deeper collaborations with Germany, France, and neighboring nations.

Saturday 28 March 2026

PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models

Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent forecasts have grown more pessimistic, with IDC revising its shipment decline estimate from 8.9% in January down to 11.3%.

Friday 27 March 2026

Intel confirms CPU price rises amid supply constraints, raising global hardware costs

Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both Intel and AMD have notified clients of planned price increases in March and April 2026. The report notes that AI-driven global memory shortages are pushing hardware costs higher and extending delivery times, placing unprecedented margin pressure on channel partners.

Friday 27 March 2026

Interview: Quantum wave boosts Taiwan's semiconductor and system integration industries

While sharing insights on quantum technology investment, commercialization, and development, Ching-Ray Chang, a Global Quantum 100 honoree, emphasizes that as quantum tech matures, its impact could surpass even the Industrial Revolution.

Friday 27 March 2026

Taiwan's Ennostar targets smart car market with advanced lighting tech

As vehicles become increasingly connected and software-driven, the role of lighting is evolving beyond illumination into a new interface for communication and design.

Friday 27 March 2026

Taiwan's machine tools upgrade with AI, entering Bombardier supply chain

Taiwan's Industrial Technology Research Institute (ITRI) recently showcased 12 advanced machine tool key technologies driven by artificial intelligence (AI) at the 2026 Taiwan International Machine Tool Show (TMTS). These technologies have been successfully introduced into leading domestic listed companies and end-user application sites, including World Known Precision Industry, Proxene Tools, Kao Fong Machinery (Kafo), Chin Fong Machine Industrial, and Phison Electronics.

Friday 27 March 2026

Taiwan launches 4-year smart service robot roadmap starting with environment-aware systems to address structural labor shortages

Service-sector labor shortages have surpassed those in manufacturing, emerging as a global structural challenge. To address this shift, Taiwan is prioritizing the deployment of service-oriented robots through a four-year "Smart Robot Service Application Guidance Program" launching in 2026.

Thursday 26 March 2026

Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20%

Ritek's warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical disc prices are expected to rise nearly 20% in the second quarter of 2026, potentially affecting data-archiving, media production, and storage procurement strategies worldwide and could alter cost forecasts globally.

Thursday 26 March 2026

Nvidia and Google predict 'Q-Day' at first AI Expo quantum forum

Academic and industry experts from Nvidia and Google predicted an upcoming "Q-Day", the day when quantum computing is advanced enough to break current levels of encryption and crack passwords. While this day may be years ahead, governments and companies are already preparing post-quantum cryptography (PQC) standards to prepare for this day, the experts said at the 2026 AI Expo in Taipei.

Thursday 26 March 2026

US senators accuse Nvidia CEO of misleading claims, urge halt to AI chip exports

US Senators Jim Banks and Elizabeth Warren, in a joint letter dated March 23, called on US Commerce Secretary Howard Lutnick to suspend Nvidia's export licenses for advanced AI chips destined for China and intermediary Southeast Asian countries, including Singapore and Vietnam.

Thursday 26 March 2026

Four reasons that Aspeed dominates the BMC chip market

As Taiwan-based IC design firms face declining global market share due to China, Taiwan's Aspeed stands out by dominating the baseboard management controller (BMC) chip sector.

Thursday 26 March 2026

Taiwan's robotics alliance mobilizes cross-domain resources to tackle aging society needs and compete globally

Taiwan is accelerating its robotics strategy to address a rapidly aging population and capture emerging global demand, with the Robotics Innovation Alliance (RIA) mobilizing cross-industry resources to fast-track deployment and exports.

Thursday 26 March 2026

Broadcom to mass-produce 400G single-lane PAM4 DSP by 2027, vows to maintain lead

Broadcom recently announced that it completed development of a 400G single-lane PAM4 digital signal processor (DSP) at the Optical Fiber Communication Conference (OFC) 2026, signaling accelerated progress toward higher-speed optical links, with implications for global data center scalability, AI deployments, and supply-chain dynamics as the industry awaits volume production and wider market adoption over the coming years.

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