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JetCool, a subsidiary of Flex, has partnered with Broadcom to develop liquid cooling solutions for next-generation AI processors, according to a press release issued March 11. The collaboration aims to address rising thermal demands as AI chip power densities continue to increase....

Rack-level delivery becomes a mainstream trend in cloud AI compute; MediaTek joins TPU design, influencing Taiwan's IC design status....

The ongoing Middle East conflict is disrupting global oil and natural gas supplies and triggering an energy crisis that has pushed up international crude prices. Market expectations for higher inflation have risen, potentially delaying the US Federal Reserve's timeline for interest rate cuts, industry participants say....

Samsung Electronics and SK Hynix are reviewing their helium supply strategies as tensions in the Middle East disrupt key logistics routes, raising concerns over the availability of a gas essential to semiconductor manufacturing....

Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first quarter of 2026 with utilization rates around 70%. Meanwhile, new AI ASIC wafer test capacity at its Longtan plant will gradually come online in the second half of 2026, serving as a key growth driver for the full year....

Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising memory prices and tariff pressures, according to Jon Peddie Research....

Samsung Electro-Mechanics (Semco) is expected to supply ABF substrates for Tesla's next-generation artificial intelligence chips that Samsung Electronics plans to manufacture at its Taylor, Texas foundry, according to Chosun Biz and other Korean media reports....

Elon Musk announced a joint venture between xAI and Tesla on March 11 aimed at building a system capable of emulating the operations of other companies. The move comes as autonomous AI agents draw growing attention from leading tech companies — and concern from those who fear they could upend the software industry or displace white-collar workers entirely....

United Microelectronics Corporation (UMC) has partnered with startup HyperLight to mass-produce thin-film lithium niobate (TFLN) chiplets, aiming to improve data transmission speeds in artificial intelligence computing clusters and data centers....

Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx. US$1.40 billion) for 2025, up 42% year over year. Looking ahead to the first quarter of 2026, Asustek Chief Financial Officer Nick Wu said the server business will maintain strong growth, with revenue expected to rise 50% to 100% sequentially and quadruple to quintuple compared with the same period last year....

Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts....

Qisda's 2025 profit declined to its lowest point in company chairman Peter Chen's 12-year tenure, prompting leadership changes aimed at reversing the trend. The company has appointed Cally Ko as its new president, leveraging her expertise in AI, cybersecurity, and information management to drive growth and pursue significant revenue and profit improvements in 2026....

Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2 architectures, and expanding micro-stamping orders from a major US customer. President Sammy Liu expressed optimism at the recent earnings call, targeting double-digit revenue growth for 2026....

Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter gross margin decline due to exchange rates, inventory adjustments, and material cost changes, the company maintained solid cash flow and zero debt while investing over NT$1 billion in production equipment for future expansion....

Asia Vital Components (AVC) chairman Ching-hang Shen said it will significantly expand liquid cooling production in 2026, calling the year the "liquid cooling era," and aims to boost cold plate, manifold, and chassis output to meet rising AI-related demand....

As enterprises accelerate adoption of generative AI, Israel-based startup Bria.ai is betting that copyright-compliant data, creator compensation, and enterprise-grade control can set it apart in a crowded market increasingly dominated by large AI platforms....

Google has completed its US$32 billion acquisition of cloud security company Wiz, marking the largest deal in the company's history and a significant leap forward in bolstering its cloud cybersecurity capabilities....

Clevo reported a high-end pivot in its notebook business, selling 1.39 million units and posting notebook revenue of NT$17.4 billion (approx. US$546 million) in 2025, with consolidated January-February 2026 revenue of NT$3.28 billion, up 29% year-over-year....

Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market expectations grow, the company is said to have increased its initial production target by about 20%, a move expected to benefit its primary manufacturing partner, Foxconn....

IBM and Lam Research have announced a five-year collaboration to develop materials, manufacturing processes, and High-NA EUV lithography technologies for sub-1nm logic scaling. The agreement expands a long-standing partnership aimed at establishing viable manufacturing paths for future logic chips....