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NEWS TAGGED 2027
Thursday 26 February 2026
Japan's EV market faces a reckoning as Mazda embraces NACS
As the global EV industry consolidates around a handful of charging standards, Mazda has made its choice.
Tuesday 24 February 2026
Taiwan bets on local production for 1,600-unit unmanned vessel fleet
Taiwan's military is rapidly expanding its unmanned vehicle fleet, with drone numbers surpassing 200,000 and procurement of over a thousand unmanned surface vessels (USVs) reportedly...
Monday 23 February 2026
Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
Monday 23 February 2026
Meta goes after Apple with AI-first smartwatch revival
Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including...
Sunday 15 February 2026
Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms
The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...
Sunday 15 February 2026
Column: Trump's US$1.5T defense dream hits rust-belt reality
US President Donald Trump has requested a fiscal year 2027 defense budget of US$1.5 trillion. This represents a nearly 50% increase from fiscal year 2026's roughly US$1 trillion. Trump's...
Friday 13 February 2026
Why Applied says the AI boom is real—just waiting for more cleanrooms
Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues...
Wednesday 11 February 2026
Rapidus aims for 2nm ramp in FY2027 with fourfold capacity boost
Rapidus is expected to begin full-scale production in fiscal 2028. Mass production of 2nm-class chips is scheduled to commence in the second half of fiscal 2027, according to Kyoto...
Wednesday 11 February 2026
Panjit accelerates automotive push with Vietnam plant acquisition, eyes 2027 ramp
Panjit International has completed a signing agreement to acquire a 95% equity stake in Torex Vietnam Semiconductor Co., Ltd., reinforcing its strategy to expand automotive-related...
Monday 9 February 2026
India's semiconductor push shifts focus under ISM 2.0 from fabs to design, equipment and IP
According to The Economic Times, India's Electronics and IT Minister Ashwini Vaishnaw said India Semiconductor Mission (ISM) 2.0 will prioritise chip design companies and...
Saturday 7 February 2026
Silicon Labs acquisition enables TI to build AIoT tech advantage
Texas Instruments (TI) recently announced that it will acquire IoT wireless connectivity specialist Silicon Labs for US$7.5 billion, with the deal expected to be completed in the first...
Friday 6 February 2026
Rapidus draws US$1b in private capital to revive Japan's leading-edge chip ambitions
Japanese semiconductor startup Rapidus has secured more than JPY160 billion (US$1.02 billion) in private funding for fiscal 2025, surpassing its initial JPY130 billion target, according...
Friday 6 February 2026
Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
Thursday 5 February 2026
MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...
Thursday 5 February 2026
Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...