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Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment through joint validation efforts and a combined solution showcase at GITEX Asia 2026 in Singapore....

Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust growth despite a traditionally slow season....

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the global memory industry prices, allocates, and plans capacity in the AI era....

Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand....

Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products, alongside new notebook models from US clients, are expected to support steady growth in the second quarter. The company reported March revenue of NT$637 million (approx. US$20 million), up 40% month-over-month but down 36% year-over-year....

Large language models (LLMs) have demonstrated three surprising capabilities in recent years: generalization—providing reasonable answers to unseen questions; multitasking—handling programming, translation, financial analysis, and legal interpretation within a single model; and reasoning—breaking down complex problems into stepwise solutions. Together, these abilities have triggered a paradigm shift in the digital world....

AmTRAN reported stable shipments of high-value products, supported by a return to normal working days following the Lunar New Year and renewed customer demand. These factors have pushed the company's March revenue to reach NT$2.4 billion (approx. US$73.8 million), up 44% from February and 11% higher than the same month in 2025, demonstrating strong growth momentum....

Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global device supply chains and enterprise AI deployments. As major assemblers outperform expectations and reshape shipment and stocking patterns heading into the second quarter of 2026, component markets are poised to benefit....

OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations....

Meta Platforms has unveiled Muse Spark, the first AI model from its newly formed Meta Superintelligence Labs, marking a major step in its efforts to regain momentum in an AI race dominated by OpenAI, Anthropic, and Google, according to Reuters. Internally code-named Avocado, the model is designed to be small, fast, and efficient yet capable of handling complex tasks in science, math, and health....

Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and infrastructure implications for cloud providers, enterprises, and regional production strategies as companies scale up servers, storage, and networking gear to meet worldwide AI workload needs....

Although Taiwanese firms have largely missed the core AI chip development battlefield, a few with critical technological barriers have broken through—most notably Aspeed and ASMedia. These two companies boast remarkable profitability and capital market performance that even outpace MediaTek, Taiwan's largest IC design firm. Significantly, their founding management teams mostly originated from the once-dominant PC chipset giants Silicon Integrated Systems (SiS) and VIA Technologies....

Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According to ZDNet Korea, Samsung placed the orders in March 2026 for the two remaining phases of the four-phase P4 project....

Hon Precision's strong March and first quarter 2026 results signal accelerating global demand for AI infrastructure components, with potential ripple effects on data center procurement and semiconductor test-equipment supply chains worldwide. The company's expanding orders for co-packaged optics, satellite communications, and AI accelerator testing equipment point to elevated capital spending across cloud providers....

The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible revenue impact. Cloud AI vendors are also hoping that adopting SiPh will simultaneously improve both cost efficiency and computational performance limits....

Alibaba and Meta are both recalibrating their artificial intelligence strategies, with recent product decisions pointing to a broader industry shift toward closed or hybrid models — even among companies long associated with open-source development....

As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing new alliances between China's technology and industrial giants....

India is cautiously recalibrating its economic relationship with China, easing restrictions on trade and investment while balancing supply chain needs with strategic concerns, according to government documents and multiple media reports....

TSMC's long-established supplier verification and management system is gradually becoming an industry standard, attracting major players worldwide. Samsung Electronics, Intel, Japan's Rapidus, China's Semiconductor Manufacturing International Corporation (SMIC), Hua Hong Semiconductor, Nexchip Semiconductor, and even Tesla CEO Elon Musk are actively engaging with Taiwan's semiconductor supply chain....

Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources, trial production for the foldable iPhone has begun, but the schedule for full-scale mass production remains subject to the company's final sign-off....