28
Feb
China’s leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED and advanced packaging projects, according to Chinese media outlets Sina Finance and Jiwei.com.
28
Feb
Android phone makers gear up for MWC to challenge Samsung
Samsung Electronics officially unveiled the Galaxy S26 series of smartphones in the early hours of February 26 2026, Taipei time. Alongside its annual hardware upgrades to the flagship lineup, Samsung is leaning heavily on enhanced generative AI capabilities through the introduction of AI agents, more intuitive AI controls, and other AI-powered innovations.
28
Feb
UK self-driving startup Wayve secures US$1.2 billion to expand robotaxi plans
Wayve, the UK-based autonomous driving startup, has raised US$1.2 billion in a Series D funding round, pushing its valuation to US$8.6 billion. The round was led by venture capital firms Eclipse Capital, Balderton Capital, and SoftBank Vision Fund 2, and included major tech and automotive investors such as Nvidia, Microsoft, Uber, Mercedes-Benz, Nissan, and Stellantis. Uber also committed up to an additional US$300 million in milestone-based funding to accelerate the deployment of Wayve-powered robotaxi services globally.
27
Feb
ASE’s Tien Wu: betting on American trust in a divided chip world
In the high-stakes world of global semiconductors, where microscopic precision meets massive geopolitical shifts, Dr. Tien Wu stands as a rare figure: a leader who balances the exacting standards of a $22 billion tech giant with a deeply humanistic philosophy.
27
Feb
Anthropic loosens AI safety rules amid industry competition and Pentagon dispute
Anthropic PBC, a leading AI developer, has released the third version of its Responsible Scaling Policy (RSP), updating its voluntary framework for mitigating catastrophic AI risks while signaling a shift in priorities toward competitiveness and economic growth, according to a company blog post and Bloomberg reporting. The policy change comes as Anthropic navigates a growing dispute with the US Department of Defense over the use of its AI technology in military applications.
27
Feb
TSMC pushes Japanese suppliers to localize electroplating additives in Taiwan
As AI-driven demand continues to lift global semiconductor output, TSMC is accelerating the localization of electroplating additives used in advanced packaging to secure a stable supply. Through four measures — production line guidance, equipment optimization, quality inspection, and sample validation — the company has supported Japanese suppliers in establishing production in Taiwan, cutting production cycles from 60 days to 20 days and improving logistics efficiency by 90%.
27
Feb
Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand
Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected to rise by 3-5pp sequentially, supported by sustained AI demand and strong order intake. Revenue, gross margin, and operating margin in the first quarter of 2026 are all projected to increase slightly from the fourth quarter of 2025.
27
Feb
Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents
Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure plan for 2026. The investment signals more than a race for computing power: it marks a decisive push to translate AI breakthroughs into scalable, real-world applications.
27
Feb
Wiwynn’s AI products exceed 50% of sales in 2025, revenue and profit double
US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia’s latest fourth-quarter fiscal 2026 earnings report showing record-high revenue, highlighting ongoing strong demand for AI infrastructure. Benefiting from the AI boom, Wiwynn reported consolidated revenue of NT$950.66 billion (US$30.46 billion) in 2025, up 163.7% year over year, with AI products accounting for more than half of sales.
27
Feb
Taiwan’s patent race heats up: TSMC reigns, records tumble
Taiwan’s innovation engine ran hot in 2025. The Taiwan Intellectual Property Office (TIPO) announced on February 26, 2026, that Taiwan Semiconductor Manufacturing Company (TSMC) topped Taiwan-based invention patent applicants for the 10th consecutive year, filing 1,485 applications.