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NEWS TAGGED 2026
Friday 20 March 2026
Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions
Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term p...
Friday 20 March 2026
AI tailwinds and global reach put Topco on track for double-digit growth in 2026
Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
Friday 20 March 2026
Apple CEO visits China at 50th anniversary event to strengthen supply chain
Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The...
Friday 20 March 2026
Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens
Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive...
Friday 20 March 2026
Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Thursday 19 March 2026
New Chinese AI service startup analysis

Introduction

Thursday 19 March 2026
Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan
Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...
Thursday 19 March 2026
Analysis: GTC 2026 widens US-China AI compute gap
The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear...
Thursday 19 March 2026
Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era
The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...
Thursday 19 March 2026
Taiwan turns to Stargate playbook: private capital powers AI infrastructure
Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...
Thursday 19 March 2026
Foxconn Interconnect Technology pushes deeper into AI infrastructure with photonic-thermal integration play
Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain...
Thursday 19 March 2026
Nvidia elevates AI storage, putting NVMe SSD makers at the center
Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...
Thursday 19 March 2026
Honda books US$15.7 billion EV loss after scrapping projects and compensating suppliers
Japan's Honda Motor Co. stunned investors in March 2026 by announcing up to JPY2.5 trillion (approx. US$15.8 billion) in impairment losses tied largely to its troubled push into electric...
Thursday 19 March 2026
Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack
Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies'...
Thursday 19 March 2026
Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers
Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement...