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23 Mar

Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth

March 23, 2026
By jeff

Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution between the first and second halves of the year. The company’s server, EV charging station, SSD storage device, and mobile payment businesses have all entered mass production.

23 Mar

Latest News and Trends

Samsung chairman joins Beijing forum as China seeks foreign chip investment

March 23, 2026
By jeff

Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to meet major Chinese business partners following the event, according to Asiae and Korea Times.

23 Mar

Latest News and Trends

China’s DeepLink unifies heterogeneous chips to boost AI computing power

March 23, 2026
By jeff

The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough in integrating China’s AI computing infrastructure and is seen as a localized alternative amid limited access to advanced GPUs and interconnect technologies.

23 Mar

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Memory supply squeeze dents IPC profits

March 23, 2026
By jeff

The semiconductor market’s supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented profitability in the fourth quarter of 2025 and could ripple into 2026, raising risks of order delays and strained supply stability for industrial customers worldwide.

22 Mar

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Samsung union votes to strike, risking Nvidia HBM4 supply disruption

March 22, 2026
By jeff

Samsung Electronics’ labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia’s next-generation AI accelerators.

22 Mar

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Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions

March 22, 2026
By jeff

At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and AI factories must integrate power and thermal systems into a unified infrastructure framework.

22 Mar

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Column: Drones redefine warfare, and the US wants to control who builds them

March 22, 2026
By jeff

Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned aerial vehicles (UAVs), often costing only a few thousand dollars, are now capable of striking targets hundreds of kilometers away, including armored vehicles, ships, and air defense systems.

22 Mar

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MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

March 22, 2026
By jeff

A joint R&D team, including MediaTek, Microsoft Research, and other suppliers, has developed a next-generation active optical cable (AOC) based on miniaturized Micro LED light sources. The Active Micro LED Cable delivers copper-like reliability while significantly extending transmission distance.

22 Mar

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SpaceX Starship delay opens door for returnable satellite ventures

March 22, 2026
By jeff

Elon Musk recently acknowledged that the first flight of SpaceX’s Starship V3, originally scheduled for early 2026, has been delayed to April. The postponement highlights persistent technical hurdles for the rocket, which features the latest Raptor 3 engines and a suite of design improvements.

22 Mar

Latest News and Trends

Chunghwa Precision Test breaks ground on new Taiwan plant to meet AI chip demand

March 22, 2026
By jeff

Chunghwa Telecom-owned probe card manufacturer Chunghwa Precision Test (CHPT) broke ground on a new plant on March 20 at the Pingzhen Industrial Park in Taoyuan, signaling an aggressive expansion strategy aimed at capturing rising semiconductor testing demand driven by artificial intelligence.

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