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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) markets has kept orders for high-end test interfaces robust, supporting continued year-over-year revenue growth in February 2026.

Wednesday 4 March 2026

AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026

AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and emerging AI-native hardware. The companies say the work adapts AGI's hybrid agent architecture to Snapdragon processors, with a roadmap toward executing the full stack locally on devices.

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 to exceed 5GW by 2030, averaging an annual increase of roughly 1GW. Overall, Taipower is projecting a significant surge in system-wide electricity consumption from 2026 to 2035, with average annual growth more than double the pace during the past decade.

Wednesday 4 March 2026

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However, their profitability trajectories diverged, reflecting different stages of commercialization and investment intensity.

Wednesday 4 March 2026

Mitac expands US server capacity, eyes growth in 2026

Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners of the parent reaching NT$6.84 billion and earnings per share (EPS) of NT$5.15.

Wednesday 4 March 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet growing data center demand, CEO Lisa Su said at the Morgan Stanley TMT conference.

Wednesday 4 March 2026

Human touch beats AI: 99% of top game IP studios reject AI-generated art despite industry boom

While AI is reshaping many industries, the gaming sector remains staunchly human-driven. According to Johnny Jan, CEO of Acer Gaming's subsidiary Winking Studios, 99% of major game IP companies prohibit their art outsourcing partners from using AI-generated content to avoid consumer backlash.

Wednesday 4 March 2026

IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand

Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other applications shift from the cloud toward on-site deployment. Industrial PC (IPC) makers are aiming to capitalize on this trend by stepping up their efforts in overseas marketing, as well as increasing participation in industry-focused international exhibitions to boost product visibility.

Wednesday 4 March 2026

Anthropic's federal ban signals a new era of ideological friction between Silicon Valley and Washington

The federal government has initiated a comprehensive internal ban on Anthropic, citing national security concerns after the startup refused to remove safety guardrails for military applications. This unprecedented move marks a significant escalation in the struggle between Silicon Valley's ethical standards and Washington's strategic military requirements.

Wednesday 4 March 2026

Samsung launches 'Doubao phone' rival as Apple embraces Gemini AI agents

Samsung Electronics officially unveiled its Galaxy S26 flagship series at Galaxy Unpacked 2026 on February 25 in San Francisco. However, the real buzz in the tech community was not about the phone's hardware, but a new feature demonstrated by Google Android Ecosystem president Sameer Samat: Gemini Agents, which can autonomously complete complex multi-step tasks like ordering food, hailing rides, and shopping in the background.

Wednesday 4 March 2026

Meta reportedly forms applied AI engineering unit to accelerate superintelligence push

Meta is reportedly establishing a new applied AI engineering organization to strengthen its superintelligence ambitions, according to an internal memo viewed by The Wall Street Journal.

Wednesday 4 March 2026

Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical communications suppliers Lumentum and Coherent, signalling stronger momentum behind optical interconnect technologies for AI data centers.

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, high-current-density products. The company also highlighted the rising price of memory components and increased wafer foundry costs on 8-inch and 12-inch lines as key factors impacting operations next year.

Wednesday 4 March 2026

South Korean startups propose charging hubs as AI computing resources, battery-free smart cities

South Korea's vibrant startup ecosystem is advancing the country's smart city ambitions through AI-driven infrastructure. Uniqconn—a CES 2026 Innovation Awards Honoree—and Warp Solution have proposed blueprints for distributed AI infrastructure and battery-free smart cities, respectively, aiming to address massive national computing demands and reduce maintenance costs for urban traffic sensors.

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.

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