Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin, Texas. While many remain skeptical, industry forum SemiWiki offers an alternative perspective. Fifteen years ago, Musk acquired the Fremont production line in California from General Motors and Toyota, transforming it from a struggling facility into a cornerstone of Tesla’s electric vehicle production.

Samsung Electronics has decided to restart negotiations on wages and collective agreements, temporarily halting a planned large-scale strike scheduled for late May. The risk of strike action remains, however, as major differences between management and unions remain unresolved.

As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan is leveraging its dominance in AI servers and semiconductors to foster deeper collaborations with Germany, France, and neighboring nations.

Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent forecasts have grown more pessimistic, with IDC revising its shipment decline estimate from 8.9% in January down to 11.3%.

Amid a growing wave of enterprises adopting GenAI technologies, the National Center for High Performance Computing (NCHC) is showcasing national-level computing resources and AI development platforms at the AI Expo Taiwan 2026, including the Jingchuang 26 supercomputer, currently Taiwan’s highest-computing-density supercomputer, and the Taiwan AI RAP platform for accelerating enterprise AI deployment. Held this year from March 25-27 at the Yuanshan Expo Dome in Taipei, the annual AI Expo Taiwan is the premier event for Taiwan’s AI industry.

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital increase, taking a 5.88% stake based on a CNY4 billion funding round. The move targets tighter upstream integration, aiming to secure wafer capacity and improve supply chain resilience.