Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model. This development spells a survival nightmare for small and medium-sized enterprises (SMEs) lacking bargaining power.
Keysight Technologies and MediaTek said they have jointly developed an AI-driven radio access network technology aimed at improving uplink performance and will debut a validated prototype at Mobile World Congress (MWC) 2026.
As the US–Iran war threatens to drive up global energy prices, concerns have been growing regarding Taiwan's energy supply, which is highly reliant on imported liquified natural gas (LNG) for generating electricity. Taking into account shipping times from the Middle East, industry experts expect that real impacts on Taiwan's oil and gas imports from the current conflict will begin after March 15. Oil and gas inventories are secure for now, as fuel already loaded and en route will ensure stable short-term supply.
The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the oversight typically reserved for arms deals. This move, alongside the proposed Chip Security Act, has sparked a sharp divide between national security hawks in Washington and semiconductor industry leaders regarding the future of American technological leadership and export control strategies.
Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal is accelerating a structural shift with a goal of non-PC revenue reaching 40% in 2026.
Recent joint airstrikes by the US and Israel against Iran, followed by Iran's retaliatory attacks on nearby US military bases in Bahrain and Qatar, disrupted local flight schedules and communications, bringing "communication resilience" back into international focus and elevating the 2026 UK Space‑Comm Expo as a barometer for satellite backup technologies.
Corning has introduced Corning Gorilla Glass Ceramic 3, which the company said is its most durable Gorilla Glass Ceramic to date. The new material will be used on Motorola's next-generation Razr Fold device, marking the first smartphone to incorporate this iteration of Corning's glass ceramic technology.
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary of passive component giant Yageo, has issued another price increase notice, with the new pricing set to take effect on April 1.
At the 2026 Mobile World Congress (MWC), MediaTek showcased a series of breakthrough technologies under the theme "AI for Life: From Edge to Cloud," emphasizing its leadership in chips and AI. The company focused on 6G communications, next-generation home broadband platforms, automotive connectivity, mobile AI, and data center interconnect solutions.
As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India: large-scale inference embedded in sovereign public infrastructure.
AI search startup Perplexity has released an AI agent called "Computer" that coordinates 19 different models to serve high-value enterprise use cases. The company says the system is designed to exploit model specialization as different models excel at distinct tasks.
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