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Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced on March 30, 2026, plans to acquire a stake in chemical mechanical planarization (CMP) equipment firm Sizone through a combination of share issuance and cash. This move could mark AMEC's entry into the wet process segment, an area where it previously had limited presence....

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to CNY68 billion (approx. US$9.87 billion). Growth slowed sharply from 22.4% in 2024, leaving revenue just below its 2020 peak of CNY891.4 billion and raising the bar for further expansion, analysts cited by Chinastarmarket.cn said....

TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC vice president and co-chair of the SEMI Silicon Photonics Industry Alliance (SiPhIA), K.C. Hsu, said that over the past 3-6 months, the industry has gradually reached a consensus on the technology roadmap and direction for the next 3-5 years. SiPh has also been designated by the government as a key policy focus in this new era....

The Taiwan Space Agency (TASA) launched the second batch of satellites from its Startup CubeSat Program, successfully sending three 8U CubeSats into orbit — the Bellbird-2, Black Kite-2, and Albatross-2 — all developed by Taiwanese manufacturers. The satellites lifted off on March 30 at 7:02 pm Taiwan time from the Vandenberg Space Force Base in the US aboard SpaceX's Transporter-16 rideshare flight and entered orbit approximately one to two hours later, with successful communications quickly confirmed....

South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government and industry sources....

Japan Display Inc. (JDI) signed a definitive agreement to sell its Tottori Fab to Yahata Touei Estate K.K., with handover scheduled for September 30, 2026; JDI said the transaction follows its March 2025 production halt and forms part of structural reforms that could influence global automotive display supply and the Japanese manufacturing consolidation industry....

Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to ET News....

India is stepping up its semiconductor ambitions as a new domestic plant begins production, underscoring efforts to build a resilient supply chain and position the country as a global chip manufacturing hub....

A year ago, the Japanese automotive world watched Honda, the financially robust "second brother," attempt to assert dominance over its smaller sibling Nissan. The high-stakes negotiations, marked by a glaring imbalance of power, ended abruptly and bitterly....

Power leadframe manufacturer SDI said it is benefiting from the gradual ramp-up of new applications related to artificial intelligence (AI), with around 40 new AI product projects currently in progress. The company expects AI products to account for more than 10% of monthly revenue by the end of 2026. This is projected to raise the annual contribution of AI revenue from 1% in 2025 to above the mid-single-digit range....

Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies for AI data centers. Adam White, President of Infineon's Power & Sensor Systems division, said that Taiwan is the absolute core of the AI data center ecosystem, and the company will continue to collaborate closely with Taiwan's supply chain partners. Looking ahead, AI servers will gradually upgrade from the current 500 kW per rack specification to the megawatt level. Accordingly, the power semiconductor content in AI data centers will also reach US$150 per kW....

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping controller design, supply chain roles, and value distribution....

As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National Association of Industry and Commerce (CNAIC) Chairman Thomas T.L. Wu explained how the words and actions of US President Donald Trump have had a major impact on short-term market fluctuations. Although rising international raw material prices in the short term have caused disruptions such as inflation and delivery delays, Taiwan's economy benefits from the strong foundation of the AI and ICT industries, and its medium- to long-term outlook remains promising....

In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the adoption of gallium nitride (GaN) will rise rapidly, at a higher rate than silicon carbide (SiC)....

Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage converters and peripheral chip solutions. These emphasize their capability to directly convert 800V to 12V or 6V within the power supply system, thereby reducing the number of voltage conversion stages and enabling shorter, more direct power transmission paths....

Northrop Grumman's Microelectronics Center has announced a breakthrough in diamond-based receiver protection components after a device withstood more than 100 watts of power in extreme high-power testing — more than double the tolerance of existing comparable products — highlighting diamond's potential role in future military radio-frequency systems worldwide....

Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery for global customers as it builds manufacturing, design, and system-integration capabilities across the US and Mexico while supporting cloud service provider investment needs....

Samsung R&D Institute India, Bangalore, has expanded its Samsung Innovation Campus to six additional colleges, deepening its efforts to equip young learners with AI, IoT, and coding skills — strengthening digital workforce pipelines and international competitiveness while promoting inclusivity and employability through industry-aligned training and mentorship across India and beyond....

Google researchers have heightened concerns about the long-term security of cryptocurrencies, warning that advances in quantum computing could undermine the cryptographic foundations that protect digital assets such as Bitcoin, according to Bloomberg....

Malaysia's EV industrial policy is creating tension with foreign automakers, as export-driven and localization rules prompt BYD to reassess a planned plant. At the same time, authorities insist the framework supports long-term industry development....