03
Mar
As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India: large-scale inference embedded in sovereign public infrastructure.
03
Mar
US moves to bar federal purchases of China-linked chips
The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement restrictions even as memory shortages and rising prices strain electronics supply chains.
03
Mar
Perplexity’s new agent, ‘Computer’, bundles 19 models and aims at enterprise decision-making
AI search startup Perplexity has released an AI agent called “Computer” that coordinates 19 different models to serve high-value enterprise use cases. The company says the system is designed to exploit model specialization as different models excel at distinct tasks.
03
Mar
Taiwan Mobile-AST SpaceMobile tie-up aims to bolster always-on connectivity and disaster resilience
Taiwan Mobile announced on March 2 that it had signed a strategic cooperation memorandum of understanding with AST SpaceMobile at MWC 2026 to promote the integration of space-based base stations with existing mobile networks in Taiwan. The companies said the partnership will accelerate the deployment of satellite-terrestrial communication architectures.
03
Mar
Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus’s Chitose, Hokkaido, facility with Synopsys also participating.
03
Mar
Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle
With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch large-scale semiconductor hiring.
03
Mar
Getac eyes defense digitalization amid Middle East conflict escalation
The intensifying conflicts in the Middle East are fueling demand for defense digitalization. Getac Holdings chairman James Hwang noted that as countries worldwide increase their defense budgets and adopt new warfare technologies like drones and AI digitalization, Getac’s defense-related revenue, which accounted for about 20% in 2025, is expected to grow further in 2026.
03
Mar
The KTC M27T6S is now available overseas, sports a 27″ QHD QD-Mini LED display
03
Mar
AI server boom strains tantalum capacitors; MLCC substitution falls short
The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory and T-glass fiberglass cloth, tantalum capacitors, valued for high capacitance and compact size, have emerged as the latest passive component facing shortages, adding uncertainty to AI server shipments.
03
Mar
China hits 140 humanoid robot OEMs, 330 models; supply chain ramps
By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and models is prompting synchronized expansion across the upstream, midstream and downstream supply chain.