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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

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However, semiconductor and IC distribution players identify three major industry groups that remain resilient amid the supply crunch, experiencing relatively limited disruption.

Wednesday 4 March 2026

Primax's shift to automotive, AIoT and robotics could reshape revenues within two years

Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face pressure from currency and component costs.

Wednesday 4 March 2026

Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits

Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit percentages, even as memory prices rise and the tight supply of key components persists in the short term.

Wednesday 4 March 2026

Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit

Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices (ASP) expected to grow 2-2.5x compared to 2025, overall revenue and profits are set to reach new highs in 2026.

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 versions 1.0 or 1.1, with a clear gap before reaching a mature 2.0 stage.

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 priority access to high-end lasers and optical networking products. Industry observers say the deals could shift optical transmission from a supporting connectivity role to a central driver of AI computing capacity.

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 compared with both January 2026 and February 2025.

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.

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. This development spells a survival nightmare for small and medium-sized enterprises (SMEs) lacking bargaining power.

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 gas (LNG) for generating electricity. Taking into account shipping times from the Middle East, industry experts expect that real impacts on Taiwan's oil and gas imports from the current conflict will begin after March 15. Oil and gas inventories are secure for now, as fuel already loaded and en route will ensure stable short-term supply.

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 is accelerating a structural shift with a goal of non-PC revenue reaching 40% in 2026.

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 and communications, bringing "communication resilience" back into international focus and elevating the 2026 UK Space‑Comm Expo as a barometer for satellite backup technologies.

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 Razr Fold device, marking the first smartphone to incorporate this iteration of Corning's glass ceramic technology.

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

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

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

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

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, aiming to begin production capacity by 2027.

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 cooling paired with the GB architecture has officially become a standard feature. Nvidia stressed that liquid cooling no longer poses a shipment bottleneck, dispelling earlier industry concerns sparked by CEO Jensen Huang's CES remarks.

Monday 2 March 2026

Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says

The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin Lihwa said, adding that its Indonesian plant shipments remain unaffected.

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

India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise, and India's talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties.

Sunday 1 March 2026

BizLink advances modular integration to boost data center interconnect growth

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle.

Saturday 28 February 2026

Quanta posts record 2025 profit, eyes AI-led growth in 2026

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per share of NT$5.75, a record high for a single quarter. Full-year EPS reached NT$19.45, also a record.

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