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Thursday 5 March 2026
Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026
Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
Thursday 5 March 2026
Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
Thursday 5 March 2026
Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027
Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of...
Thursday 5 March 2026
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

Thursday 5 March 2026
Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers
Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...
Wednesday 4 March 2026
Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...
Wednesday 4 March 2026
Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion
With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand...
Wednesday 4 March 2026
Rising memory prices push Nanya and Winbond into expansion and record revenues
Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...
Wednesday 4 March 2026
Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

Wednesday 4 March 2026
TSMC leads foundry price hikes as second-tier firms see profit rebound
The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...
Wednesday 4 March 2026
Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices...
Wednesday 4 March 2026
TSMC dominates global foundry rankings while four Chinese players enter top 10
ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for...
Wednesday 4 March 2026
ASML seeks new growth in AI packaging beyond EUV monopoly

ASML dominates extreme ultraviolet (EUV) lithography, the technology used to manufacture the world's most advanced logic chips. Decades...

Wednesday 4 March 2026
Global OSAT industry, 2026

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