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Tuesday 3 March 2026

Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry

At MWC 2026, Qualcomm outlined a strategy to pair advanced AI processing with next-generation wireless technologies, presenting new chips and systems intended to influence wearables, Wi‑Fi infrastructure, industrial automation, and early 6G experimentation. The company also formally launched its Wi‑Fi 8 solution.

Tuesday 3 March 2026

AI RAN prototypes promise uplink gains as vendors prepare MWC 2026

Keysight Technologies and MediaTek said they have jointly developed an AI-driven radio access network technology aimed at improving uplink performance and will debut a validated prototype at Mobile World Congress (MWC) 2026.

Tuesday 3 March 2026

US Congress and industry clash over new semiconductor security mandates

The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the oversight typically reserved for arms deals. This move, alongside the proposed Chip Security Act, has sparked a sharp divide between national security hawks in Washington and semiconductor industry leaders regarding the future of American technological leadership and export control strategies.

Tuesday 3 March 2026

Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues

As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary of passive component giant Yageo, has issued another price increase notice, with the new pricing set to take effect on April 1.

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 and AI. The company focused on 6G communications, next-generation home broadband platforms, automotive connectivity, mobile AI, and data center interconnect solutions.

Tuesday 3 March 2026

Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth

As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India: large-scale inference embedded in sovereign public infrastructure.

Tuesday 3 March 2026

Perplexity's new agent, 'Computer', bundles 19 models and aims at enterprise decision-making

AI search startup Perplexity has released an AI agent called "Computer" that coordinates 19 different models to serve high-value enterprise use cases. The company says the system is designed to exploit model specialization as different models excel at distinct tasks.

Tuesday 3 March 2026

AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground

As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional power architectures to the forefront. The market expects 2026 to mark a critical transition period for the accelerated adoption of new technologies such as high-voltage DC power architectures and solid-state transformers (SSTs). Mastery of these power supply chain technologies is set to become a key barrier to entry in the next phase of market competition.

Tuesday 3 March 2026

Apple reportedly explores Google Cloud to power next-generation Siri

Apple is in discussions with Google about hosting a new version of Siri in Google's data centers, a move that could significantly deepen Apple's reliance on outside cloud infrastructure as it pushes to modernize its AI capabilities.

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 Merz standing with arms crossed, nodding and reacting with visible surprise to a humanoid robot's martial arts demonstration.

Tuesday 3 March 2026

TSMC to lead SiPh equipment and materials localization in Taiwan

Taiwan President Ching-te Lai stated on March 2 that one of the government's core policy goals for 2026 is to boost the economy by fully promoting the country's AI major infrastructure projects. Silicon photonics (SiPh) is reportedly a key focus within this plan. Cheng-Wen Wu, chairman of the National Science and Technology Council (NSTC), confirmed that the government has decided to actively invest in localizing SiPh equipment and materials. TSMC has pledged to assist Taiwan's traditional industries in developing related equipment and materials, opening new opportunities for these sectors.

Tuesday 3 March 2026

Taiwan ranks second in Global Entrepreneurship Monitor index, driven by government support and risk sharing

The Global Entrepreneurship Monitor (GEM) has ranked Taiwan second worldwide in its latest National Entrepreneurship Context Index (NECI), up one place from the previous survey, trailing only the United Arab Emirates (UAE). Under Taiwan President Lai Ching-te's National Project of Hope blueprint, innovation and entrepreneurship have been elevated to the level of national strategy, with the government committed to continuing to provide startup subsidies and share failure risks.

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 competition between Tesla's closed-off approach and an Nvidia-led alliance connecting automakers and robotics firms. The move raises questions about risks tied to vertical integration and the alternative offered by platform-driven collaboration.

Tuesday 3 March 2026

Google leaders say AI race shifts from models to real-world deployment, with implications for jobs and robotics

Google CEO Sundar Pichai, Google DeepMind CEO Demis Hassabis, and Google senior vice president James Manyika jointly outlined a shift in the competitive landscape for artificial intelligence, arguing that deployment speed, task reorganization, capability gaps, and physical integration will determine outcomes over the next five years.

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 Google's Gemini, Samsung has now added support for Perplexity, broadening compatibility with multiple large language models (LLMs). Observing Samsung's AI strategy for 2026 phones reveals three key characteristics.

Tuesday 3 March 2026

Nvidia invests in Lumentum to advance AI optics technology

Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics technologies. The deal includes multiyear purchase commitments and access rights to next-generation laser components, with a focus on accelerating development for AI data centers.

Tuesday 3 March 2026

China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and models is prompting synchronized expansion across the upstream, midstream and downstream supply chain.

Tuesday 3 March 2026

AI agents drive market role reversal, startup accelerator YC says

Gary Tan, president and CEO of Y Combinator (YC), a startup accelerator, said on February 22 that AI agents are replacing humans as decision-makers in some markets, a shift illustrated by the rapid adoption of OpenClaw. He told YC's Lightcone program that the popularity of many B2B tools now hinges on whether AI chooses them.

Monday 2 March 2026

Taiwan Mobile highlights trends toward 'AI Native' workflows, Open APIs at MWC 2026

The 2026 Mobile World Congress (MWC) is taking place from March 2-5 in Barcelona, Spain, focusing this year on how AI and smart connectivity are driving industry upgrade momentum in "The IQ Era." Taiwan Mobile's delegation to MWC 2026 will be headed by company president Jamie Lin, accompanied for the first time by chief information officer Rock Tsai, who points to the increasingly cloud-based and software-driven nature of both core networks and network management as the global telecom industry advances in integrating AI.

Monday 2 March 2026

Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite mounting geopolitical pressures. For the fiscal year, the company posted more than US$120 billion in profit with a gross margin of 71.1%, underscoring the extraordinary profitability of AI infrastructure even as export controls and trade tensions intensified during the first year of US President Donald Trump's administration.

Monday 2 March 2026

Military AI ethics conflict persists as Pentagon cuts ties with Anthropic, OpenAI secures classified AI deal

A high-stakes dispute between the US Department of War and AI company Anthropic has reshaped the emerging market for military AI, ending a major government partnership and clearing the way for rival OpenAI to step into classified defense deployments.

Monday 2 March 2026

Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact

AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks to narrow the gap with rival Nvidia.

Monday 2 March 2026

Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia

Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its most advanced AI supercomputer and positioning it directly against Nvidia's AI data center systems.

Monday 2 March 2026

Taiwanese electronics firms showcase AI-driven connectivity and 5G infrastructure at MWC 2026

At MWC 2026 in Barcelona, Taiwanese electronics companies are highlighting how AI, edge computing, and next-generation connectivity are converging to reshape telecom and enterprise networks, with a strong focus on practical deployments across industry, cloud, and public infrastructure.

Monday 2 March 2026

Rare Huawei-ByteDance alliance unveils RRAM AI chip delivering 66x CPU speed at ISSCC 2026

Huawei and ByteDance have jointly unveiled a next-generation AI acceleration chip based on resistive random-access memory (RRAM), developed with Tsinghua University and other Beijing research institutions.

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