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Lumotive, a pioneer in programmable optical semiconductor technology, has demonstrated the world's first programmable two-dimensional (2D) photonic beamforming chip. Built on its Light Control Metasurface (LCM) architecture, the chip enables electronic control of light across two dimensions within a single device — a capability long pursued in optical science and widely considered essential for scalable programmable optical systems....

Intel is reportedly preparing large-area AI chip packaging to strengthen its foundry business and challenge TSMC and Samsung Electronics....

Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026....

The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground for AI commercialization." Attendees expected AI agents to dominate the event's agenda....

The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear vision for AI's future: a shift in focus from model and algorithm competition to competition over computing power, efficiency, and commercial deployment....

Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended the conference's "Taiwan Night" on March 18 (local time) to engage with Taiwanese partners and express his appreciation for their work....

Samsung Electro-Mechanics (Semco) is reportedly supplying multilayer ceramic capacitors (MLCC) for low Earth orbit (LEO) satellites to the world's largest private aerospace company. According to industry sources, this expansion from the automotive and industrial sectors into aerospace is a significant step for the company, as it demonstrates that its components have gained global recognition for durability and reliability....

Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the end of 2026. MODA minister Yi-Jing Lin has acknowledged the gap is real. Taiwan's answer, she says, is to follow the US Stargate playbook — mobilizing private investment through government tax incentives rather than direct public spending....

Fitpower officially inaugurated its new office in Puchong Financial Corporate Center (PFCC), Selangor, Malaysia, this week, marking the launch of its Malaysian subsidiary. The move expands Fitipower's global R&D footprint and deepens collaboration within Southeast Asia's semiconductor supply chain....

As fighting in the Middle East continues, the closure of the Strait of Hormuz has sent shockwaves through global energy and petrochemical markets. The disruption is already rippling across supply chains, prompting manufacturers such as Shin-Etsu Chemical to scale back production of ethylene-based products and raise domestic polyvinyl chloride (PVC) prices in Japan by roughly 20%....

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls on strategic minerals converge, pushing up prices for key materials and raising uncertainty over critical industrial gas supplies, according to Chosun Biz and Reuters....

Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain. The company presented products and collaborations at DesignCon 2026, OFC 2026, and GTC 2026....

Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center design and the broader supply chain....

Japan's Honda Motor Co. stunned investors in March 2026 by announcing up to JPY2.5 trillion (approx. US$15.8 billion) in impairment losses tied largely to its troubled push into electric vehicles, underscoring how even one of the industry's most storied innovators has struggled to navigate the global shift away from gasoline engines....

Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies' strategic alliance. The partnership's significance can be gauged through its product rollout timing and the revenue opportunities it unlocks....

Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement of cold plates and, at GTC, named four suppliers: Asia Vital Components (AVC), Cooler Master, Jentech, and Delta Electronics....

Techman Robot demonstrated its humanoid robot TM Xplore I, and advanced motion training technology at Nvidia GTC 2026. The company announced a partnership with motion capture specialist J-Mex to integrate J-Mex's MOXI wearable motion capture system, enabling highly precise robot motion training....

Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn, Wiwynn, Wistron, Advantech, and BizLink showcased capabilities spanning AI factories, rack-scale systems, and power interconnects, reflecting Taiwan's deeper integration into Nvidia's next-generation computing ecosystem....

Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year to set a new high. At the same time, the company also broke records for R&D investment and capital expenditure (capex)....

A rogue AI agent at Meta triggered an internal security breach, exposing sensitive company and user data to unauthorized employees, according to The Information. The exposure lasted two hours before it was contained — a brief but alarming window that has reignited concerns about the industry's headlong rush to deploy AI agents, one of the most fiercely contested frontiers in tech today....