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The trajectory of Taiwan Semiconductor Manufacturing Co. (TSMC) into the 2030s is being shaped by a new generation of leadership. At the center of that shift is the board-approved promotion of Dr. Y.L. Wang (¤ý­^­¦)....

As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture has powered over 300 billion chips across hundreds of licensees over 40 years. The trend is prompting Arm to accelerate efforts to secure its position in China's AI era....

Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers....

On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional free trade agreement; it is a strategic pact that reshores semiconductor manufacturing to the US while anchoring Taiwan within a "non-red," or non-China, supply chain....

The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain at zero, and even if tariffs arise in the future, Taiwan will face the lowest rates....

A Citi analyst said the next phase of artificial intelligence (AI) memory demand will extend beyond high-bandwidth memory (HBM), pointing to emerging opportunities in physical AI devices and high-capacity flash architectures....

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience program and surging demand linked to AI semiconductor fab construction....

TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron, Nanya Technology, and Winbond also expanded capacity plans....

China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously, announcing Day-0 adaptation and optimization as soon as new models are introduced....

Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing the site's role in the company's planned expansion of AI servers....

Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands to rethink product positioning, component choices, and pricing strategies in 2026....

Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected for 2027....

Under accelerating AI-driven industrial transformation, displays are emerging as critical human-machine interfaces enabling broader intelligent applications and deeper user interaction. AUO will launch its 2026 campus recruitment program in March, with total group hiring expected to reach approximately 1,000 employees....

Stellantis NV has officially abandoned plans to build two lithium battery gigafactories in Kaiserslautern, Germany, and Termoli, Italy, the company's CEO, Antonio Filosa, said, following a EUR2.1 billion (US$2.49 billion) asset impairment tied to its ACC joint venture with TotalEnergies and Mercedes‑Benz....

SK Hynix has started placing initial equipment orders to convert an idle Cheongju fab into a high-bandwidth memory (HBM) packaging and testing line, according to ET News, citing sources....

Taiwan's Executive Yuan announced that US-made vehicles will face zero tariffs and no import quantity restrictions after a trade agreement with the US. Automotive industry representatives warned that the move will create opportunities for imports while posing challenges for domestically produced and European-spec models....

The Taiwan-UK space supply chain collaboration has taken a significant step forward. Following the September 2025 signing of a five-year memorandum of understanding (MOU) between the Taiwan Space Agency (TASA) and the UK's Satellite Applications Catapult (SAC), Taiwan's Industrial Technology Research Institute (ITRI) is set to officially sign an MOU with the UK's largest aerospace industry association, ADS Group, on March 5....

Taiwan and the US finalized the Agreement on Reciprocal Trade (ART) on February 13, establishing a mutual 15% tariff rate and commitments on food security and defense resilience, while business groups urged immediate parliamentary action to prevent possible US reassessment....

Taiwan and the US concluded an Agreement on Reciprocal Trade (ART) that will reduce tariffs on US-manufactured passenger cars to zero, the Executive Yuan said on February 13. Mercedes‑Benz Taiwan announced price reductions for five US-produced models in line with the agreement....

Tesla Taiwan reiterated that prices for models imported from the US will not be adjusted until Taiwanese government regulations are clarified and confirmed. It said there are no current plans to move production for Germany-imported models....