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Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the company's latest monthly sales release.
Tuesday 10 March 2026
Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources expect Samsung's foundry business to boost profitability by deepening collaboration with Groq and scaling up output.
Tuesday 10 March 2026
TSMC expansion triggers filter material shortage and price surge
As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne molecular contamination (AMC) solutions from major suppliers such as Greenfiltec, Yesiang, and Sweden's Camfil. Driven primarily by TSMC's aggressive capacity expansion and rapid progress in advanced nodes, these companies have recently faced rare supply tightness, sparking a new wave of price increases.
Tuesday 10 March 2026
MAtek's testing business grows with AI-era chip complexity, but profits fall
MAtek reported record quarterly revenue in the fourth quarter of 2025 amid rising outsourced demand for materials analysis and reliability assurance, but net income after tax declined year over year. The company said advanced AI ASIC, and process verification drove the surge in service demand.
Tuesday 10 March 2026
Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans. Supply chain sources report a sharp order increase for 2026, driven not only by TSMC's large-scale expansions in Taiwan and the US but also by accelerated memory fab projects from Nanya Technology and Micron, alongside continuous growth in China's semiconductor output.
Tuesday 10 March 2026
Beyond the qubit: Taiwan's phase 2 quantum plan targets full commercialization
Taiwan is accelerating its push into quantum computing. As global competition intensifies — with the US, China, and Europe all pouring resources into the technology — the island is moving beyond lab research and into full-scale commercialization.
Tuesday 10 March 2026
Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these moves may appear aimed at stemming losses in the low-margin LCD market, they actually represent a strategic retreat designed to reposition assets toward the booming AI chip packaging sector.
Tuesday 10 March 2026
TSMC's Arizona fab turns profitable, validating US chipmaking push
TSMC's Arizona facility posted strong profitability in the fourth quarter of 2025, underscoring the commercial viability of advanced chip manufacturing in the US, according to DIGITIMES Research senior analyst Luke Lin.
Tuesday 10 March 2026
Nanya Technology and Micron drive Acter's 2026 revenue to rise over 30%
Industrial facilities provider Acter along with subsidiaries Nova Technology (Novatech), Rayzher, and its invested company Phoenix Silicon International (PSI) have steadily established key market bases in the US, Japan, and other regions. Acter spokesperson Jeff Liang stated that as of January 2026, the group holds orders exceeding NT$50 billion (US$1.6 billion), a new record up from NT$46.8 billion at the end of 2025, marking over 30% year-over-year growth.
Tuesday 10 March 2026
SAS Group leverages semiconductor and energy synergy from space tech to net zero
Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components, and renewable energy. In 2025's volatile market, SAS's subsidiaries—including GlobalWafers and affiliates Taiwan Specialty Chemicals (TSC), Actron Technology (ATC), and Advanced Wireless Semiconductor Company (AWSC)—have successfully secured profits in advanced processes and AI applications through technological collaboration.
Tuesday 10 March 2026
Japan targets JPY40 trillion in domestic semiconductor sales by 2040
Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts to rebuild its chip industry and capture growing demand from AI and data center applications, according to Nikkei.
Tuesday 10 March 2026
South Korea warns Middle East conflict could disrupt chip supply chain
South Korea has warned that the escalating conflict in the Middle East involving the US, Israel, and Iran could disrupt supplies of key semiconductor manufacturing materials, raising concerns about production disruptions, higher energy costs, and potential impacts on demand for artificial intelligence infrastructure.
Monday 9 March 2026
DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming to accelerate the expansion of advanced semiconductor material R&D and manufacturing capacity. The new facility is expected to begin operations in early 2027.
Monday 9 March 2026
Mitsui partners with Kaynes and AOI Electronics to support Indian OSAT business
Mitsui has concluded a strategic business partnership agreement with Kaynes Semicon Private Limited, an OSAT (semiconductor back-end process) company in India, and AOI Electronics, the largest Japanese OSAT company. The agreement aims to support the start-up and operation of Kaynes' OSAT business and to facilitate sales of products manufactured by Kaynes.
Monday 9 March 2026
South Korea's IC design moves to bridge demand and local foundries
Despite holding a dominant position in the memory chip industry, South Korea's system semiconductor ecosystem remains underdeveloped, with the country's IC design market share at only about 2%. Kyung-ho Kim, the newly appointed chairman of the Korea Fabless Industry Association (KFIA), has outlined plans to build a design ecosystem closely tied to actual market demand and to strengthen collaboration with domestic foundries.
Monday 9 March 2026
Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access to high-purity tungsten powder. Although companies maintain inventories, urgent material needs from advanced semiconductor process gases and PCB drill bits face price pressure, prompting some major PCB drill manufacturers to consider price hikes.
Monday 9 March 2026
AW 2026: Advantech sees a way out of physical AI's 'chaos'
As the industry makes strides toward physical AI, Advantech is asserting its role as not only a hardware provider but as a vital architectural bridge between global silicon giants and the realities of the manufacturing floor. During the Automation World (AW) 2026 expo in Seoul, Advantech outlined its vision to stabilize what it describes as "a bit of chaos."
Monday 9 March 2026
Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity at TSMC to its next-generation Vera Rubin platform, as regulatory barriers in both the US and China continue to cloud prospects for sales to Chinese customers, the Financial Times reported.

Monday 9 March 2026
Weekly news roundup: TSMC probe, AI boom, and memory price surge
Below are the most-read DIGITIMES Asia stories from the week of March 2 - March 8, 2026.
Monday 9 March 2026
India roundup: Japan, South Korea deepen push as semiconductor and tech investments expand
Japanese and South Korean firms are expanding their presence in India as the country strengthens its semiconductor and technology ecosystem. Rohm has partnered with Suchi Semicon for back-end manufacturing, while Hanmi Semiconductor and OLED materials firm Lordin are advancing India plans alongside Micron's new facility.
Monday 9 March 2026
Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts
Taiwan's tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan's export tariffs in line with those of Japan and South Korea. However, a recent US Supreme Court ruling has complicated the outcome. While 70% of Taiwan's exports—primarily electronics and components—remain duty-free under International Trade Administration (ITA) rules, new uncertainties have emerged that could influence Taiwan's trade strategy going forward.
Monday 9 March 2026
Component price surge hits business PC market harder than consumer segment
Rising costs for memory, passive components, and battery modules are intensifying pressure on PC makers, while DynaPack and Acer Taiwan report shortages that are constraining supply and driving prices higher.
Sunday 8 March 2026
Applied Materials VP warns AI growth may hit energy, not chip limits
AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.
Sunday 8 March 2026
Defense chips, satellite systems now "100% localized," Chinese academics say

As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience of defense supply chains and semiconductor self-sufficiency. Against this backdrop, and as China convenes its annual "Two Sessions," an article jointly authored by several Chinese academicians and published in the state-backed journal Science & Technology Review has drawn attention.

Saturday 7 March 2026
Foxconn and TSMC advanced packaging spur V5 to consider France, US sites
High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025.