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Latest news and trends for industry
07
Mar
Asus TUF Gaming VG34WQL5A and Asus TUF Gaming VG34WQ5A bring a 400Hz mode
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Posted by
jeff
07
Mar
Qwen shake-up sparks AI talent war with Z.ai and DeepMind
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Posted by
jeff
According to TechWeb, on March 5, 2026, Alibaba CEO Eddie Wu formally approved Alibaba’s core Qwen team member Jun-Yang Lin’s resignation in an internal letter to Tongyi Lab, announcing the creation of a “foundation model support group” to coordinate resources and strengthen future LLM development.
07
Mar
The long game of Rick Tsai: from TSMC’s darkest hour to the AI era
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Posted by
jeff
In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the world’s most critical chipmaker, the lights were dimming. Utilization rates—the lifeblood of a semiconductor fab—had plummeted below 40%. Orders were vanishing.
07
Mar
GCS eyes 200G optical component ramp in 2026 as AI demand grows
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Posted by
jeff
Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical module market remains undersupplied, with cloud service providers (CSPs) accelerating orders. The company has positioned itself across both receiver and transmitter components and targets mass production of 200G photodiodes (PD) and CW laser products in 2026, with shipments expected to increase from 2025 levels.
07
Mar
SmartGreen’s energy tech wins CA$860M Grid Vici deal in Canada
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Posted by
jeff
Wire and cable maker Hotron Precision Electronic Industrial’s subsidiary, SmartGreen Solution, signed a long-term partnership with Canadian company Grid Vici on March 5, 2026. From June 2026 to December 2030, SmartGreen will serve as Grid Vici’s exclusive manufacturing supplier, securing orders valued at up to NT$20 billion (US$630 million) over 3-5 years. Shipments are expected to begin in 2026.
07
Mar
Foxconn and TSMC advanced packaging spur V5 to consider France, US sites
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Posted by
jeff
High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025.