02
Mar
Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid cooling paired with the GB architecture has officially become a standard feature. Nvidia stressed that liquid cooling no longer poses a shipment bottleneck, dispelling earlier industry concerns sparked by CEO Jensen Huang’s CES remarks.
02
Mar
Intel Foundry Chief joins Qualcomm; Chandrasekaran takes dual tech and fab role
Backed by the US government and positioned under a “Made in USA” mandate, Intel has seen another senior leadership change. In a surprise move, Kevin O’Buckley, head of Intel Foundry, is leaving after just two years to join Qualcomm.
02
Mar
Indonesia’s nickel cut likely to ease Chinese stainless steel price pressure, Walsin says
The Indonesian government’s move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin Lihwa said, adding that its Indonesian plant shipments remain unaffected.
02
Mar
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks to narrow the gap with rival Nvidia.
02
Mar
Huawei takes 8,192-chip Atlas 950 global, escalates AI data center fight with Nvidia
Huawei has unveiled its Atlas 950 SuperPoD at Mobile World Congress (MWC) 2026 in Barcelona, marking the first overseas showcase of its most advanced AI supercomputer and positioning it directly against Nvidia’s AI data center systems.
02
Mar
Europe’s battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
Europe’s domestic battery sector is in a structural crisis, with high costs, technological shortfalls, and project delays eroding its ability to compete with Asian manufacturers.
02
Mar
Hyundai European hubs gain value as EU plans 70% local EV production rule
The EU is preparing to tighten electric vehicle subsidy rules by requiring that 70% of automotive components — excluding batteries — be produced within the bloc. The proposed measure is part of a broader policy shift aimed at strengthening domestic supply chains and reducing reliance on external manufacturing, particularly as competition intensifies in the global EV market.
02
Mar
Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions and becoming a preferred supplier as semiconductor upgrades and AI-related investment accelerate.
02
Mar
Rapidus raises US$1.7 billion to support 2nm mass production by 2027
Japan’s state-backed chip venture Rapidus announced on February 27 that it has secured a total of JPY267.6 billion (about US$1.7 billion) in new funding from both government and private-sector investors, marking a key step in its push to mass-produce 2nm logic chips by 2027.
02
Mar
India roundup: An emerging chip trio in Asia
A trilateral semiconductor model is emerging, combining Japan’s capital, Taiwan’s ecosystem expertise, and India’s talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties.