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Monday 2 March 2026
Renesas names new India president to accelerate growth amid fierce engineering talent competition
Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.
Monday 2 March 2026
Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite mounting geopolitical pressures. For the fiscal year, the company posted more than US$120 billion in profit with a gross margin of 71.1%, underscoring the extraordinary profitability of AI infrastructure even as export controls and trade tensions intensified during the first year of US President Donald Trump's administration.
Monday 2 March 2026
Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry
According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in the competitive landscape of AI hardware and signaling growing efforts by major technology companies to reduce dependence on Nvidia's dominant processors. Under the agreement, Meta will use Google's tensor processing units (TPUs) to train next-generation AI models, including future versions of its Llama systems. The deal expands Meta's computing options at a time when demand for AI infrastructure is surging and access to advanced chips has become a strategic constraint across the industry.
Monday 2 March 2026
Intel Foundry Chief joins Qualcomm; Chandrasekaran takes dual tech and fab role
Backed by the US government and positioned under a "Made in USA" mandate, Intel has seen another senior leadership change. In a surprise move, Kevin O'Buckley, head of Intel Foundry, is leaving after just two years to join Qualcomm.
Monday 2 March 2026
Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its most advanced AI supercomputer and positioning it directly against Nvidia's AI data center systems.

Monday 2 March 2026
Rapidus raises US$1.7 billion to support 2nm mass production by 2027
Japan's state-backed chip venture Rapidus announced on February 27 that it has secured a total of JPY267.6 billion (about US$1.7 billion) in new funding from both government and private-sector investors, marking a key step in its push to mass-produce 2nm logic chips by 2027.
Monday 2 March 2026
Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing three new business lines targeting future growth. Despite a 40% profit decline in 2025, the company remains committed to innovation and expects to ramp up new ventures through 2027 toward significant revenue contributions by 2028.
Monday 2 March 2026
Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor Manufacturing Company (TSMC), with the goal of creating an end-to-end production system within the Rohm Group.
Monday 2 March 2026
Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most ambitious in-house training processor and lean more heavily on external suppliers, according to The Information.

Monday 2 March 2026
Arizona in the black: a milestone for TSMC—and Washington

Taiwan Semiconductor Manufacturing Co. (TSMC) has reached a critical financial turning point in its high-stakes expansion into the American desert, reporting the first-ever annual profit for its Arizona subsidiary.

Monday 2 March 2026
Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and power consumption as core bottlenecks in data transmission and switching, elevating the role of optical interconnects and silicon photonics (SiPh). With support from AI chip leader Nvidia, the notion of optics gradually replacing copper has moved to the center of industry debate.
Monday 2 March 2026
Weekly news roundup: semiconductor power shifts and AI momentum
Below are the most-read DIGITIMES Asia stories from the week of Feb 3 - Mar 1, 2026.
Monday 2 March 2026
India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise, and India's talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties.

Monday 2 March 2026
TSMC bolsters local equipment supply chain with subsidies and five-year rebate program
TSMC is accelerating supplier upgrades and has made growing the share of Taiwan-sourced equipment components a long-term strategic objective. As of February 2026, it had worked with 12 suppliers across 22 continuous improvement processes (CIP) programs, halving validation and development timelines and generating NT$2 billion (US$63.7 million) in annual output value.
Sunday 1 March 2026
Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the company expects full-year performance to surpass 2025, with growth increasingly coming from non-display IC applications, including AI SoCs and edge computing solutions.
Friday 27 February 2026
ASE's Tien Wu: betting on American trust in a divided chip world

In the high-stakes world of global semiconductors, where microscopic precision meets massive geopolitical shifts, Dr. Tien Wu stands as a rare figure: a leader who balances the exacting standards of a $22 billion tech giant with a deeply humanistic philosophy.

Friday 27 February 2026
Taiwan's patent race heats up: TSMC reigns, records tumble
Taiwan's innovation engine ran hot in 2025. The Taiwan Intellectual Property Office (TIPO) announced on February 26, 2026, that Taiwan Semiconductor Manufacturing Company (TSMC) topped Taiwan-based invention patent applicants for the 10th consecutive year, filing 1,485 applications.
Friday 27 February 2026
TSMC pushes Japanese suppliers to localize electroplating additives in Taiwan
As AI-driven demand continues to lift global semiconductor output, TSMC is accelerating the localization of electroplating additives used in advanced packaging to secure a stable supply. Through four measures — production line guidance, equipment optimization, quality inspection, and sample validation — the company has supported Japanese suppliers in establishing production in Taiwan, cutting production cycles from 60 days to 20 days and improving logistics efficiency by 90%.
Friday 27 February 2026
From equipment to talent, Japan moves to anchor India's chip expansion
Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim a piece of it.
Friday 27 February 2026
Nobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab
As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical computers, but on a subtle, yet astronomically valuable, incremental improvement.
Thursday 26 February 2026
WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion (approx. US$111.7 million) expansion, including a new factory in Renwu, Kaohsiung.
Thursday 26 February 2026
US rushing to reshore semiconductor production
The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn that any disruption to Taiwan's chip supply, whether from geopolitical tensions or natural disasters, could trigger a global economic crisis.
Thursday 26 February 2026
TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks
On February 24, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) crossed the US$2 trillion market capitalization mark, becoming the eighth company in US stock market history to reach the milestone and the first from Taiwan. The achievement places TSMC sixth in the global rankings by market value, behind Nvidia, Apple, Alphabet (Google), Microsoft, and Amazon.
Thursday 26 February 2026
Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026
Frenemies by necessity: Taiwan and South Korea's AI balancing act
Taiwan and South Korea have long defined the frontlines of global tech rivalry. Now, that relationship is evolving into something far more nuanced. Driven by the demands of the AI supercycle and mounting geopolitical pressures, the two are settling into an uneasy but necessary "frenemy" dynamic. DIGITIMES president Colley Hwang laid out this shift in a lecture on February 24, 2026, mapping the hidden vulnerabilities and emerging interdependencies that will shape both nations' tech futures. His analysis, centered on TSMC and Samsung, is clear: the era of pure head-to-head competition is over. Collaboration is now a strategic imperative.
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