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Wednesday 18 March 2026
Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply
Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base...
Wednesday 18 March 2026
Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
Wednesday 18 March 2026
Adata profits soar on memory price rally amid supply crunch
Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
Wednesday 18 March 2026
In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
Wednesday 18 March 2026
Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs
Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging...
Wednesday 18 March 2026
Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
Wednesday 18 March 2026
Panel makers optimistic about 1Q26 despite February revenue declines
As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...
Wednesday 18 March 2026
AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
Wednesday 18 March 2026
Laster Tech posts 4Q25 profit rebound, drives full-year turnaround
Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million)...
Wednesday 18 March 2026
AI boom lifts Changs Ascending as data centers seek reliable power

As AI and advanced semiconductor manufacturing drive unprecedented demand for computing power, the reliability of the electricity supply...

Wednesday 18 March 2026
Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Wednesday 18 March 2026
Wistron eyes sales model shift as AI server volume squeezes margins
Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
Tuesday 17 March 2026
MSI to increase gaming product prices by up to 30% as memory costs spike
With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
Tuesday 17 March 2026
Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem
Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026,...