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Samsung Electronics is reportedly planning to adopt a 2-nanometer (nm) process for the base die of its next-generation high-bandwidth memory (HBM), HBM4E, aiming to enhance its technological competitiveness. Industry experts see this as part of Samsung's broader strategy to leverage its advantage as a leading integrated device manufacturer (IDM) in the global AI semiconductor race....

AcBel Polytech delivered robust results in the fourth quarter of 2025, driven by growth in AI data centers and fuel cell products, and said the momentum carried into early 2026 as it expands its power solution business. The company said it is intensifying its high-voltage direct current (HVDC) power system strategy to play a more significant role in AI data center infrastructure....

Wistron ITS (WITS) chairman and CEO Ching Hsiao said the company expects continued growth in 2026. While AI may disrupt some industries, it is also driving demand for IT services and creating new opportunities—and WITS expects revenue to keep rising as a result....

After a challenging 2025, flexible printed circuit (FPC) giant Flexium Interconnect is optimistic about its revenue and profit outlook, driven by accelerated transformation in high-speed transmission products. The company expects full-year growth in 2026 fueled by strong demand in two key sectors: new models for major US smartphone customers and applications in AI servers and wearable devices....

GlobalWafers chairman Doris Hsu said rising adoption of artificial intelligence (AI) and high-performance computing (HPC) is sustaining long-term demand for advanced 12-inch silicon wafers, as expanding chip complexity and advanced packaging requirements increase semiconductor material consumption....

The Taiwan Printed Circuit Board Association (TPCA) held its annual member meeting, where chairman Lawrence Chang announced projections for the industry through 2026. The announcement included both growth expectations and a newly released risk governance strategy....

Fiber Optic Communications Inc. (FOCI) is deploying high-precision automated production lines for fiber array units to accelerate the production of co-packaged optics products and plans to mass-produce 1.6T and 3.2T FAUs in the second half of 2026....

Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation....

The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition....

Leveraging a dual-track strategy in AI server power supplies and AI edge computing applications, electronic components maker Sysgration announced it has officially transitioned from its preparation phase into a harvesting period. Helped along by Pegatron's strategic investments, the company expects operational growth to reach double digits in 2026, with growth in data centers fueling demand for battery backup units (BBUs)....

The Taiwanese semiconductor sector reported a starkly bifurcated performance for February 2026, as a massive cyclical rebound in the memory market clashed with a sharp contraction in specialized IC design and ASIC services....

Ayar Labs and Wiwynn announced a strategic partnership to deliver optically connected, rack-scale AI systems designed for next-generation hyperscale AI workloads....

As a key player in Taiwan's automotive industry, Hotai Group draws significant attention with its annual outlook released early each year, which is generally seen as an indicator of local market developments. In its latest report, Hotai Motor projected that new car sales in Taiwan will reach 440,000 units in 2026, while setting a combined target sales volume of 165,000 vehicles and a 37.5% market share across the Toyota, Lexus, and Hino brands....

India's traditional PC market reached a record 15.9 million shipments in 2025, rising 10.2% year over year, according to IDC. Strong enterprise demand, rising adoption of AI-enabled notebooks, and robust notebook sales drove the market to its highest annual volume ever....

The Industrial Technology Research Institute and the Taiwan Space Industry Development Association signed a memorandum of understanding with the UK aerospace industry association ADS Group at the 2026 Space-Comm Expo in the UK, marking a new milestone in Taiwan-UK space cooperation following the September 2025 Taiwan-UK Space Industry Roundtable Forum....

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....