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NEWS TAGGED 2026
Wednesday 25 March 2026
Broadcom expects optical communication supply chain capacity issues to ease by 2027
The Optical Fiber Communication Conference (OFC 2026) concluded on March 19, with Broadcom holding a media briefing to discuss the latest technologies and product announcements from...
Wednesday 25 March 2026
TSMC SVP Lora Ho to retire, set to join Acer as independent director
Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list...
Wednesday 25 March 2026
Xiaomi reports record 2025 revenue as EV growth offsets smartphone pressure
On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates,...
Wednesday 25 March 2026
Arm unveils AGI CPU aimed at scaling agentic AI, promising higher rack performance and lower data center costs
Arm on March 24, 2026, announced the Arm AGI CPU, its first mass-produced chip product, designed specifically for AI data centers and built on TSMC's 3nm process. The company presented...
Wednesday 25 March 2026
Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound
Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial...
Wednesday 25 March 2026
SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech
SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin...
Wednesday 25 March 2026
Team Group posts 50x profit surge in January; annual procurement impact seen in 2Q26
Memory module maker Team Group reported a record-high monthly profit for January 2026, with earnings soaring over 50 times year-over-year. Although shipments declined in February due...
Tuesday 24 March 2026
DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...
Tuesday 24 March 2026
Why Switzerland chose a bottom-up approach over big tech grandstanding
During the 2026 World Economic Forum (WEF), Nvidia CEO Jensen Huang made an impassioned case for digital sovereignty. "Build your own AI, take advantage of your fundamental natural...
Tuesday 24 March 2026
Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring
Eternal Materials expects operations in 2026 to outperform 2025, driven primarily by growth in precision equipment and scaling shipments of semiconductor advanced packaging materials...
Tuesday 24 March 2026
WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the...

Tuesday 24 March 2026
Techman's product shift and semiconductor focus could sustain growth despite macro uncertainty
Techman Robot plans to release a dual-arm robot and deploy an upgraded humanoid model at customer sites in the second half of 2026, moves the company says will broaden its addressable...
Tuesday 24 March 2026
Analysis: How Nvidia is reshuffling partners for the inference era
On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU...
Tuesday 24 March 2026
Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share
As mature process foundry prices rise, Panjit COO Edgar Chen said the company will not implement across-the-board price hikes despite increasing copper raw material costs. Instead,...