16
Mar
16
Mar
AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level materials and connectivity components.
16
Mar
Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays
Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display’s (SDC) early lead. SDC gained an advantage by supplying OLED panels for Apple MacBook products, but South Korea’s display industry is closely watching China’s panel makers as BOE, TCL CSOT, and Visionox accelerate construction of 8.6-generation OLED lines, raising the prospect of a shift in competitive dynamics.
16
Mar
Taiwan’s science park formula, now available for export to US
For decades, Taiwan’s government-backed science parks have been the quiet engine behind the world’s most powerful semiconductor supply chain. They incubated chip giants, clustered suppliers, and turned a small island into an indispensable node in global tech. Now, that formula has a new destination: the US.
16
Mar
OpenAI rolls Sora into ChatGPT, seeing more in store for engagement
The Information reports that OpenAI is preparing to integrate its AI video generator Sora directly into ChatGPT — a move aimed at reigniting user engagement as competition in the generative AI market heats up.
16
Mar
Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand
Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering the fourth-highest earnings level in company history.
16
Mar
AI server supply chain tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip
Taiwan’s major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand supporting year-over-year growth across most firms despite seasonal month-to-month declines.
16
Mar
Interview: Taiwan’s industrial spirit — the hidden geopolitical layer
As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban. Yet beneath these shifts lies a hidden layer that determines the viability of the entire Western digital economy: Taiwan’s untransferable industrial spirit.
16
Mar
India roundup: A reality check of chipmaking dream
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
16
Mar
HyperLight, UMC, and Wavetek form foundry partnership for high-volume TFLN chiplet production
HyperLight Corporation, United Microelectronics Corporation (UMC), and Wavetek Microelectronics Corporation, a wholly owned UMC subsidiary, have announced a strategic manufacturing partnership to deliver high-volume foundry production of HyperLight’s thin-film lithium niobate (TFLN) chiplet platform on both 6-inch and 8-inch wafers. The companies said the collaboration is intended to provide the manufacturing capacity needed to deploy AI and cloud infrastructure at scale.