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7 days
14 days
Mar
7
2026
Qwen shake-up sparks AI talent war with Z.ai and DeepMind
The long game of Rick Tsai: from TSMC’s darkest hour to the AI era
GCS eyes 200G optical component ramp in 2026 as AI demand grows
SmartGreen's energy tech wins CA$860M Grid Vici deal in Canada
Foxconn and TSMC advanced packaging spur V5 to consider France, US sites
Largan avoids low-margin orders as optical industry enters slow season
TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
Mar
6
2026
AW 2026: how AX is advancing traditional automation
Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints
February EV registrations reveal new market dynamics in Taiwan
Humanoid robots hit new limits as touch sensing, safety standards slow deployment
Nvidia's LPU push could reshape inference economics as OpenAI signals major buy
AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory
Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones
Toyota Group's Denso bids up to US$8 billion to acquire Rohm
Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue
MacBook Neo lowers Apple’s entry barrier, challenging budget laptops
Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026
Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain
Europe's automakers brace for energy and logistics shocks from Middle East tensions
Tata cements EV lead in India as 2026 roadmap targets scale, premium push and charging dominance
Alibaba faces questions over Qwen continuity after sudden departures and structural shift
SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum
Edge AI developer Microip brings AIVO platform to drone systems
Rising silver prices shift solar technology race toward low-silver cells
Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue
Chicony Power sees strong 1Q26 amid customer inventory replenishment
South Korean Academia: NAND scaling nears ceiling; China seen closing gap
Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment
Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
SK Group chairman reportedly to meet Nvidia CEO at GTC
Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment
Taiwan and US to jointly boost investments in five trusted industries
AW 2026: Wonik Robotics redefines precision dexterity in humanoids
AW 2026: Asus expands B2B with NUC 16 Pro mini PC ahead of IPO
UK space industry warns supply chain strains threaten growth, urges shift from grants to contracts
Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
Hormuz tensions test Taiwan's energy security as government scrambles to shield chip industry
Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early
Advantech targets 30% global edge AI platform share in new 5-year vision
Unitree, Leju, and AgiBot showcase humanoid robots at AW 2026
Supply-chain firms become front-line partners as tech outpaces testing and standards
Cheng Mei Materials launches semiconductor films with 1Q26 shipments
South Korea launches first physical AI data factory to catch up with China's robot data edge
Amtran hits 9-year revenue high in 2025 with product mix optimization
China chip leaders call for national effort to build 'Chinese ASML'
Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal
London stakes its claim as the financial Launchpad of the space age
Alibaba’s Qwen loses its architect, stirring questions about China’s AI drive
Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization
Foxconn February revenue rises 8% on continued AI server demand
Taiwan refocuses nearly US$9.5bn chip program on drone, robotics and LEO satellite chips
Exclusive Interview: How Space West is engineering the UK's defense identity
US considers global licensing regime for AI chips, tying exports to investment pledges
South Korean OLED materials firm Lordin plans India expansion amid Chinese competition
Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging
South Korea's approval for Google to export high-precision maps raises competition and security questions
Qisda sees February 2026 revenue decline, expands AI investment across three sectors
Commentary: US-Israel conflict spotlights Grok's prediction vs. Claude's deployment
China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production
Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy
Mar
5
2026
State 'Big Fund' backs humanoid robotics with US$362M Galbot investment
How Apple's 'triple $599' strategy could change everything for 2026
Coex welcomes AW 2026, accelerating AI-driven industrial transformation
Memory spot prices surge, straining procurement capital and risking industry cycle instability
Google and Taiwan partner to build world's first nationwide AI health network, shifting AI from audit tool to everyday care
Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
AWS Middle East data centers hit by drones; Nvidia, Google adjust operations
Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios
Anthropic reportedly reopens Pentagon AI talks after blacklist threat
Huawei reveals 896-channel automotive LiDAR with dual-optical architecture
Elan eyes growth from AI drone modules despite PC market decline
OpenAI is reportedly developing a GitHub alternative, raising questions for the AI industry
Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU
Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1
Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience
Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
Pichai congratulates Google Taiwan's 20th anniversary, eyes AI era milestones
TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties
UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value
Jack Ma: AI tech evolves weekly, outpacing society's readiness
AW 2026: Asus outlines edge AI strategy for smart city deployments
Suzuki to acquire Kanadevia's solid-state battery business to strengthen EV technology
Taiwan weighs power controls for AI data centers as compute push tests grid capacity
Sony reportedly retreats to console exclusivity in strategic reset for PlayStation 5
Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
PC chip orders pull forward, blurring the 2026 seasonal cycle
China sets 2026 growth target at 4.5–5% as supply chain risks mount
Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
AI's power problem: US tech giants seek grid solutions while China builds energy edge
Apple builds US chip supply chain with TSMC and Foxconn
Singapore's small-state strategy offers new insights for Taiwan's tech industry
Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers
Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia
Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
UK reshapes space policy with £500m push to build a competitive orbital industry
Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars
Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
Hanmi Semiconductor strengthens ties with India amid Micron facility launch
GIS eyes mass production of microLED AR glasses in 2H26 amid optical push
Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027
Column: US drone policy reshapes supply chain opportunities for Taiwan
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike
WT Microelectronics sees 2026 growth despite memory price hikes
Egis showcases satellite and drone integration at MWC 2026
Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers
Mar
4
2026
Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026
Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion
Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
BMW's Aeon signals shift toward technology-led governance as new CEO takes helm
Rising memory prices push Nanya and Winbond into expansion and record revenues
Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
Mitac expands US server capacity, eyes growth in 2026
Primax's shift to automotive, AIoT and robotics could reshape revenues within two years
Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits
BYD sales surpass Tesla in 20 countries with vertical integration and local production
Acter Group posts 37% revenue growth in 2025 on Taiwan project surge
MediaTek and Starlink showcase satellite emergency alerts at MWC 2026
AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals
Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp
Human touch beats AI: 99% of top game IP studios reject AI-generated art despite industry boom
Gogoro gains market share in Taiwan with entry-level scooters amid Lunar New Year slump
FitTech seeks enforcement to recover over US$43 million and CNY30 million from Sanan subsidiaries
IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand
TSMC leads foundry price hikes as second-tier firms see profit rebound
Anthropic's federal ban signals a new era of ideological friction between Silicon Valley and Washington
Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
Chunghwa Telecom and Nokia deepen strategic partnership at MWC 2026
Space-Comm Expo 2026: In the race for resilient communications, BAE and Babcock move upward
TSMC dominates global foundry rankings while four Chinese players enter top 10
US reverse-engineers Iran's Shahed drone to reshape asymmetric warfare with AI-powered LUCAS swarms
ASML seeks new growth in AI packaging beyond EUV monopoly
Delta Electronics chairman says AI humanoid robots remain immature
Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
AblePrint Technology offsets forex losses with strong equipment shipments, maintains 2025 profit
Taiwan eyes advanced packaging as panel makers' transformation edge
Taiwan fortifies emergency energy defenses as Middle East tensions disrupt LNG supply
Sinbon sees modest February revenue decline, cites Lunar New Year working days as a drag on monthly sales
Taiwan rebuts Trump's 'chip theft' claims as semiconductor tensions rise
Samsung launches 'Doubao phone' rival as Apple embraces Gemini AI agents
TSMC Alumni Network reportedly expands with million-dollar salary entry threshold
Taiwan lacks autonomous command system for drone swarm tactics
Meta reportedly forms applied AI engineering unit to accelerate superintelligence push
Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers
Apple introduces Studio Display refresh and new Studio Display XDR for pro workflows
Intel names Craig Barratt as chair in shift from financial oversight to engineering-led turnaround
Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus
Apple unveils M5-powered MacBook Pro and MacBook Air with higher storage and AI focus
Hisense leads 100-inch TV shipments as Chinese brands surge in 2025
Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge
SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics
South Korean startups propose charging hubs as AI computing resources, battery-free smart cities
Mar
3
2026
Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry
Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
Samsung reportedly moves up foundry break-even target to 2026
AI RAN prototypes promise uplink gains as vendors prepare MWC 2026
Middle East conflict unlikely to disrupt Taiwan's short-term oil and gas supply; gas price volatility key to power costs
US Congress and industry clash over new semiconductor security mandates
Rohm outsources back-end processes to India's Suchi Semicon
Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
Escalation in the Middle East spotlights communication resilience ahead of 2026 UK Space‑Comm Expo
Corning unveils Gorilla Glass Ceramic 3, promising longer device life as Motorola Razr Fold adopts it
Former TSMC executive under investigation for leaking core chip technology
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026
Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
US moves to bar federal purchases of China-linked chips
Perplexity's new agent, 'Computer', bundles 19 models and aims at enterprise decision-making
Taiwan Mobile-AST SpaceMobile tie-up aims to bolster always-on connectivity and disaster resilience
Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle
Getac eyes defense digitalization amid Middle East conflict escalation
AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground
Apple reportedly explores Google Cloud to power next-generation Siri
From smartphone plateau to AI expansion: MWC 2026 signals the next connectivity paradigm
Strait of Hormuz threat tests South Korea's memory recovery
Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe
TSMC to lead SiPh equipment and materials localization in Taiwan
Taiwan ranks second in Global Entrepreneurship Monitor index, driven by government support and risk sharing
MediaTek invests US$90M in SiPh startup Ayar Labs
DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Google leaders say AI race shifts from models to real-world deployment, with implications for jobs and robotics
Samsung expands Galaxy S26 AI features to reshape user experience
Apple’s spring refresh bets on loyalty, not lift
Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?
Nvidia invests in Lumentum to advance AI optics technology
AI server boom strains tantalum capacitors; MLCC substitution falls short
China hits 140 humanoid robot OEMs, 330 models; supply chain ramps
FIT unveils 102.4T CPO external laser solution for AI data centers at OFC 2026
Holtek and Generalplus expand edge AI to smart appliances and glasses
South Korea, Singapore launch FTA upgrade focused on AI, SMR nuclear, space, and quantum
UK space leaders join global industry figures at Space-Comm Expo
Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet
Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
Audi's rebranding experiment backfires as Germany's big-three automakers plunge into China's price wars
Advantech's special dividend plan signals management confidence in long-term outlook
AI agents drive market role reversal, startup accelerator YC says
Mar
2
2026
Taiwan Mobile highlights trends toward 'AI Native' workflows, Open APIs at MWC 2026
Renesas names new India president to accelerate growth amid fierce engineering talent competition
Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs
Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump
Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
Military AI ethics conflict persists as Pentagon cuts ties with Anthropic, OpenAI secures classified AI deal
Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
Intel Foundry Chief joins Qualcomm; Chandrasekaran takes dual tech and fab role
Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia
Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
Hyundai European hubs gain value as EU plans 70% local EV production rule
Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
Rapidus raises US$1.7 billion to support 2nm mass production by 2027
Chinese tech brands push premium devices and ecosystem integration at MWC 2026
Taiwanese electronics firms showcase AI-driven connectivity and 5G infrastructure at MWC 2026
US deploys LUCAS drone in Iran strike, mirroring Iran's Shahed-136 combat entrance
Japan's January PC shipments fall 15.9%, worst in 30 months, snapping 19-month growth streak
Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
Daxin Materials eyes 30% revenue growth in key raw materials by 2026
Softment launches in Taiwan with smart ordering and multilingual payment services for tourist hotspots
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia
Commentary: German automotive price war in China threatens used car residual value system
Rare Huawei-ByteDance alliance unveils RRAM AI chip delivering 66x CPU speed at ISSCC 2026
Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers
Apple Pay eyes India launch, in talks with major local lenders
Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD
Arizona in the black: a milestone for TSMC—and Washington
Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
iPhone Fold reportedly cuts crease depth to one-quarter of rivals, thanks to Samsung Display OLED breakthrough
Renewed rivalries, accelerated launches of Wi‑Fi 8, 6G visions, and satellite communications solutions will shape MWC outcomes
Weekly news roundup: semiconductor power shifts and AI momentum
Analysis: Europe's stalled gigafactory push threatens battery autonomy
Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure
India roundup: An emerging chip trio in Asia
Insight: Memory shortage tightens grip on smartphone market as prices near tipping point
Google brings Intrinsic in-house to accelerate physical AI development
Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp
TSMC bolsters local equipment supply chain with subsidies and five-year rebate program
BIZ FOCUS
Feb 9, 08:00
iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
Friday 6 February 2026
2026 Market Outlook: Key Opportunities & Risks to Watch
Thursday 5 February 2026
Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
Wednesday 4 February 2026
Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
MOST-READ
7 DAYS NEWS
Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT
TSMC leads foundry price hikes as second-tier firms see profit rebound
Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing
DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?
The long game of Rick Tsai: from TSMC’s darkest hour to the AI era
Foxconn and TSMC advanced packaging spur V5 to consider France, US sites
GCS eyes 200G optical component ramp in 2026 as AI demand grows
SmartGreen's energy tech wins CA$860M Grid Vici deal in Canada
TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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