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    IN THE NEWS
    Monday 23 March 2026
    Inergy Technology eyes SiC expansion for HVDC as AI power demand rises
    Power semiconductor design company Inergy Technology expects strong growth momentum in its cooling and power device businesses in 2026, supported by rising demand from artificial intelligence...
    Monday 23 March 2026
    India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
    India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor...
    Monday 23 March 2026
    Meet the duo bridging Jensen Huang to Taiwan at GTC 2026
    At Nvidia's GTC 2026 conference last week, two figures were notable in helping CEO Jensen Huang connect with major Taiwanese business partners.
    Monday 23 March 2026
    Nvidia sees self-driving cars as a long-term growth engine
    Beyond its GTC conference, autonomous vehicles have long stood out as a key application in Nvidia's AI ecosystem. For the company, revenue from self-driving systems represented only...
    Monday 23 March 2026
    Nvidia pushes deeper into AI inference to counter custom chip rivals
    At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of...
    Monday 23 March 2026
    Weekly news roundup: geopolitics, AI memory, racing for semiconductor control
    Below are the most-read DIGITIMES Asia stories from the week of March 16-22, 2026:
    Monday 23 March 2026
    Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?
    Elon Musk has unveiled one of his most ambitious industrial visions yet: a "Terafab" that would allow Tesla and SpaceX to design and manufacture their own semiconductors for artificial...
    Monday 23 March 2026
    Commentary: CPO mass production put to test as photonic integration faces challenges
    Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...
    Monday 23 March 2026
    Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko
    The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture...
    Monday 23 March 2026
    Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026
    Daxin Materials is expanding its semiconductor materials portfolio while maintaining optimization efforts in display materials. The company expects 2026 display material revenue to...
    Sunday 22 March 2026
    Samsung union votes to strike, risking Nvidia HBM4 supply disruption
    Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to...
    Sunday 22 March 2026
    MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

    A joint R&D team, including MediaTek, Microsoft Research, and other suppliers, has developed a next-generation active optical cable...

    Saturday 21 March 2026
    Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era
    Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The...
    Friday 20 March 2026
    Global top-3 memory maker status, 1Q26
    The memory industry is expected to continue with bright prospects in 2026, driven by robust demand for AI, with the top-3 makers to start with new competition.
    Friday 20 March 2026
    Lumotive makes optical breakthrough, targets 10,000-port data centers

    As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

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