Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan. This move recalls the talent migration wave over 20 years ago when Richard Chang led a team to establish Semiconductor Manufacturing International (SMIC) in China
Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth discussions on the current state of co-packaged optics (CPO) mass production. IC design experts observed that, compared with previous OFC events, which focused primarily on new technological breakthroughs, the industry in 2026 is clearly more concerned with whether solutions can be delivered on time
With the 2026 Formula One (F1) season opener in Australia, the first competitive validation of the sport's new regulatory framework has already highlighted the impact of a fundamental powertrain shift. Mercedes-AMG secured a dominant one-two finish, underpinned by a clear performance gap. In qualifying, the team achieved a pole position lap time approximately 0.8 seconds ahead of the third-place competitor, while extending a lead of more than 15 seconds over Ferrari during the race
Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned aerial vehicles (UAVs), often costing only a few thousand dollars, are now capable of striking targets hundreds of kilometers away, including armored vehicles, ships, and air defense systems
Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The new Exynos 2600, built on the advanced 2nm second-generation process (SF2), has delivered unexpectedly strong performance results compared to its previous chips, laying a foundation for the once-struggling chip line to bounce back
As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an interview with DIGITIMES Asia, Gleb Akselrod, Co-founder and CTO of Lumotive, detailed the success of the world's first programmable 2D optical beamforming chip
DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural shift in its growth model. The traditional cyclical, recovery-driven growth is giving way to competition centered on high-end capacity deployment, control of critical materials, and global expansion capabilities
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and welcomed CEO Jensen Huang to its booth in a highly public display of partnership. When the event wrapped up, however, that momentum was quickly overshadowed by a federal indictment placing one of the company's most senior figures under scrutiny
Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand companies
A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's most critical semiconductor supply chains
OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters and compute, this AI agent cycle is defined by a single question: who controls the user entry point
The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with its largest customers
OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices
