Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference architectures. In response, Intel and SambaNova Systems on Monday unveiled a jointly engineered blueprint designed to address the next generation of AI workloads, while announcing a broader multi-year strategic collaboration.

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Taiwan’s chip program covers 200+ high-end devices to boost advanced IC design talent

The Chip-based Industrial Innovation Program (Taiwan CBI), a decade-long, NT$300 billion (US$9.4 billion) initiative launched by the Executive Yuan to support academic and research institutions in acquiring costly semiconductor equipment, has begun to achieve initial results. According to a report from the National Science and Technology Council (NSTC), over 200 key semiconductor-related devices are now available to provide regular fabrication and implementation services, becoming a major boost for training advanced IC design talent.

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Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products

Nan Pao Resins Chemical Group reported a historic revenue high for March, reaching NT$2.4 billion (approx. US$75.3 million), up 17.4% year-over-year, fueled by raw material price fluctuations and customers’ proactive stockpiling ahead of expected product price hikes. The company also achieved a record first-quarter revenue of NT$5.8 billion in the first quarter of 2026, supported by ongoing new product development and successful expansion into new customer segments.

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India roundup: Domestic chip firms anchor India’s semiconductor ambitions

India is advancing its semiconductor ecosystem via design alliances and acquisitions, while recalibrating its China ties. IndieSemiC and Kaynes target local chip gaps despite uncertain demand, and Cyient’s Kinetic deal boosts power IC capabilities. Meanwhile, security-driven supplier shifts and new export opportunities highlight India’s evolving strategic and industrial positioning.

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Delta Electronics hits record revenue on AI server, liquid cooling surge

Delta Electronics’ record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling. Worldwide operators face pressure to adopt liquid cooling and higher-voltage DC power, affecting data center design, supplier strategies, and procurement across regions and markets.

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