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Wednesday 4 March 2026
Delta Electronics chairman says AI humanoid robots remain immature
Semiconductor industry insiders say humanoid robots are still stuck in their 1.0 enlightenment phase. Most mobile robots—whether wheeled or bipedal—remain at prototype...
Wednesday 4 March 2026
Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...
Wednesday 4 March 2026
Sinbon sees modest February revenue decline, cites Lunar New Year working days as a drag on monthly sales
Electronics component maker Sinbon reported a slight drop in February 2026 revenue, attributing the decline to fewer working days during the Lunar New Year holiday and noting declines...
Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
Tuesday 3 March 2026
Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model...
Tuesday 3 March 2026
Middle East conflict unlikely to disrupt Taiwan's short-term oil and gas supply; gas price volatility key to power costs
As the US–Iran war threatens to drive up global energy prices, concerns have been growing regarding Taiwan's energy supply, which is highly reliant on imported liquified natural...
Tuesday 3 March 2026
Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...
Tuesday 3 March 2026
Escalation in the Middle East spotlights communication resilience ahead of 2026 UK Space‑Comm Expo
Recent joint airstrikes by the US and Israel against Iran, followed by Iran's retaliatory attacks on nearby US military bases in Bahrain and Qatar, disrupted local flight schedules...
Tuesday 3 March 2026
Corning unveils Gorilla Glass Ceramic 3, promising longer device life as Motorola Razr Fold adopts it
Corning has introduced Corning Gorilla Glass Ceramic 3, which the company said is its most durable Gorilla Glass Ceramic to date. The new material will be used on Motorola's next-generation...
Tuesday 3 March 2026
MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026
At the 2026 Mobile World Congress (MWC), MediaTek showcased a series of breakthrough technologies under the theme "AI for Life: From Edge to Cloud," emphasizing its leadership in chips...
Tuesday 3 March 2026
Commentary: Merz at Unitree as China's humanoid robotics push unsettles Europe

During German Chancellor Friedrich Merz's visit to China, the most closely watched stop was Hangzhou-based Unitree Robotics. Footage showed...

Tuesday 3 March 2026
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...
Tuesday 3 March 2026
Samsung expands Galaxy S26 AI features to reshape user experience
Samsung Electronics officially launched its annual flagship Galaxy S26 series smartphones and Galaxy Buds 4 Bluetooth earphones on February 26. Following integrations with Bixby and...
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,...
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...