05
Mar
Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year, continuing momentum after the group’s return to profitability in 2025.
05
Mar
Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1
Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and General Manager David Lo said, noting AI is reshaping semiconductor design, 6G architecture, and cybersecurity.
05
Mar
Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU
Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads expand in scale and data intensity, memory architecture has become a key constraint in next-generation data center systems. In response, a new memory standard known as SOCAMM2 is gaining attention across the AI server ecosystem.
05
Mar
OpenAI is reportedly developing a GitHub alternative, raising questions for the AI industry
OpenAI is developing an alternative to GitHub, Microsoft’s popular code repository that lets software engineers store, share, and collaborate on computer code, according to The Information, citing unnamed sources. The project is still nascent and likely won’t be completed for months. OpenAI could ultimately decide not to release the product publicly, reserving it for in-house developers only.
05
Mar
Elan eyes growth from AI drone modules despite PC market decline
Touch chipmaker Elan held an investor briefing on March 3, 2026, sharing a positive outlook despite challenges in the PC sector. The company noted that customers are accelerating orders ahead of expected cost increases, making the first quarter of 2026 a seasonally strong quarter rather than a typical slowdown. While overall PC shipments may be pressured by memory supply constraints throughout 2026, Elan expects demand to concentrate on high-end products, boosting shipments of its advanced-spec offerings.
05
Mar
Huawei reveals 896-channel automotive LiDAR with dual-optical architecture
Huawei on March 4 unveiled what it said is the world’s first mass-produced 896-channel automotive LiDAR, a sensor designed to significantly increase perception resolution for advanced driver-assistance and autonomous driving systems.
05
Mar
Jack Ma: AI tech evolves weekly, outpacing society’s readiness
Amid the intensifying global race in generative AI, Alibaba founder Jack Ma recently appeared alongside senior executives at Hangzhou Yungu School to address the technology’s rapid evolution. Ma bluntly said that AI’s technological capabilities are iterating on a “weekly” basis, warning that society’s preparedness is struggling to keep pace.
05
Mar
UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value
With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He noted that exclusive suppliers face a severe impact, while alternatives exist if supplies are not unique.
05
Mar
TSMC’s 20-year advanced packaging strategy secures Apple and Nvidia ties
TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront of the AI era. Shang-Yi Chiang, a key figure dubbed one of the “Six Knights of TSMC R&D,” reflected on how the company laid the groundwork early for AI-driven growth by pioneering CoWoS and InFO technologies.
05
Mar