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Monday 30 March 2026
Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
Monday 30 March 2026
Advantech urges industry restructuring as physical AI faces vertical integration limits
Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative...
Monday 30 March 2026
SEMICON China 2026: JCET CEO makes the case for atomic-level packaging to carry Moore's Law forward
Advanced wafer manufacturing is approaching physical limits near the 1nm node, according to Zheng Li, director and CEO of JCET Group.
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,...
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...
Monday 30 March 2026
E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production
E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support...
Monday 30 March 2026
PLI incentives drive incremental gains in India's electronics and automotive manufacturing
India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked...
Monday 30 March 2026
India roundup: India resets FDI policy as rising GPU costs reshape AI strategy
India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions...
Monday 30 March 2026
2026 Global Helium Supply Crisis: Strategic Implications for Semiconductor and Storage Supply Chains

The global helium market is currently facing an unprecedented supply shock, driven by geopolitical instability in the Middle East. As of March 2026, disruptions at Qatar's...

Monday 30 March 2026
SMIC accused of supplying chipmaking tools to Iran military, US officials say
SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...
Sunday 29 March 2026
Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Saturday 28 March 2026
Can Tesla's Terafab revive US semiconductor manufacturing?
Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin,...
Saturday 28 March 2026
Samsung bets on turnkey strategy as non-memory strength becomes critical
Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring...
Saturday 28 March 2026
Taiwan's Hsinchu faces water supply issue as MOEA aims for no industrial cuts before June 2026
Taiwan's key technology hub in Hsinchu is experiencing severe water supply tensions amid a booming memory, AI, and advanced chip manufacturing cycle. On March 26, 2026, Yuan-Peng Lin,...
Friday 27 March 2026
Taiwan machine tools emerge as key in US-Taiwan economic 'Golden Era,' says AIT
The 2026 Taiwan International Machine Tool Show (TMTS), an annual machine tool industry exhibition, has returned to Taichung this year, a move seen as particularly significant given...