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Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026
Memory shortage persists as AI-era supply-demand imbalance deepens
Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...
Tuesday 31 March 2026
China's EVE Energy hits record revenue in 2025, but margins come under pressure
EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...
Tuesday 31 March 2026
India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers
India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period,...
Tuesday 31 March 2026
LCD monitor panel prices rose as notebook panel price drop slowed in March
Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...
Tuesday 31 March 2026
Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...
Tuesday 31 March 2026
South Korea's ENERZAi partners with Advantech to expand global edge AI market
South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech...
Tuesday 31 March 2026
Custom chips demand spike draws Taiwan firms into ASIC arena
While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...
Tuesday 31 March 2026
Fuel cell shift to metal bipolar plates opens door for Taiwan manufacturers
The Metal Industries Research & Development Centre (MIRDC) held the "2026 Metal Bipolar Plate Drives New Generation of Hydrogen Energy Symposium" on March 27, focusing on fuel...
Monday 30 March 2026
Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
Monday 30 March 2026
Arm pushes beyond licensing with a new AI CPU platform
Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
Monday 30 March 2026
AI-driven memory market set to top US$600 billion on rising storage demand
The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
Monday 30 March 2026
Sumco shifts wafer strategy to equipment upgrades over new plant
Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
Monday 30 March 2026
Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
Monday 30 March 2026
Thermoplastic composites see growing applications in EVs and humanoid robots
Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...