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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....

The Agreement on Reciprocal Trade (ART) between Taiwan and the US has been officially signed, reducing Taiwan's average export tariffs to the US by 23.45pp and boosting export competitiveness across many industries. The average tariff rate for Taiwanese exports to the US now stands at 12.33%....

Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand for grid upgrades in the US. Major players—including Shihlin Electric and Engineering Corporation (SEEC), Chung-Hsin Electric and Machinery (CHEM), Fortune Electric, and Allis Electric—all reported record-high January revenues compared to previous years, reflecting a simultaneous surge in both export orders and domestic infrastructure demand for transformers....

Netherlands-based photonic quantum computing hardware company QuiX Quantum B.V. and germanium silicon (GeSi) photonics specialist Artilux have signed a memorandum of understanding to form a strategic partnership. The companies will combine expertise in quantum computing and silicon photonics (SiPh) to develop photonic quantum computing systems designed for higher energy efficiency, improved scalability, and compatibility with existing data center infrastructure, supporting deployment in practical computing environments....

On February 12, Taiwan and the US officially signed the Agreement on Reciprocal Trade (ART) in Washington, D.C. The US side's tariff reductions for Taiwan will take effect upon completion of its domestic procedures and publication in the US Federal Register....

China's semiconductor equipment makers are advancing rapidly even as the global chip supply chain undergoes restructuring and geopolitical decoupling....

Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as TSMC, Micron, ASE, and SK Hynix have shown strong interest in acquiring these high-spec cleanroom facilities to accelerate expansion amid rising AI demand....

Taiwan's Ministry of Transportation and Communications (MOTC) said it will remove longstanding import quantity limits on US-spec vehicles, a move officials frame as aligning trade practice with international standards, but that has prompted scrutiny over differing safety inspection regimes....