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    NEWS TAGGED 2026
    Tuesday 3 March 2026
    DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
    AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
    Tuesday 3 March 2026
    FIT unveils 102.4T CPO external laser solution for AI data centers at OFC 2026
    As AI model training scales up and cloud service providers (CSPs) accelerate the buildout of high-performance data centers, switch bandwidth is moving from 51.2Tbps to the 102.4Tbps...
    Tuesday 3 March 2026
    Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
    Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...
    Tuesday 3 March 2026
    Advantech's special dividend plan signals management confidence in long-term outlook
    Industrial PC provider Advantech said its board approved a limited three-year special dividend program and shifted to an all-cash dividend policy, increasing the regular cash payout...
    Monday 2 March 2026
    Seoul’s AW 2026: Hyundai debuts MobED as China’s humanoid leaders move in
    Hyundai Motor Group's Robotics LAB will showcase its CES Best of Innovation Award-winning mobile robot platform, Mobile Eccentric Droid (MobED), at Smart Factory &Automation World...
    Monday 2 March 2026
    Taiwan Mobile highlights trends toward 'AI Native' workflows, Open APIs at MWC 2026
    The 2026 Mobile World Congress (MWC) is taking place from March 2-5 in Barcelona, Spain, focusing this year on how AI and smart connectivity are driving industry upgrade momentum in...
    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
    AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
    AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
    Monday 2 March 2026
    Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

    Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

    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...
    Monday 2 March 2026
    Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
    A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...
    Monday 2 March 2026
    Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
    Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
    Monday 2 March 2026
    Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says
    The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin...
    Monday 2 March 2026
    Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
    AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
    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...

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    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook