By Emily Kuo, DIGITIMES Asia, Taipei
Publication Date: 2026-03-02 02:40:00
Below are the most-read DIGITIMES Asia stories from the week of Feb 3 – Mar 1, 2026.
Trilateral alliance proposal reshapes semiconductor geopolitics
Industry leaders gathered at the MUFG × NYCU Semiconductor Seminar in Hsinchu to outline a potential three-nation framework for the future semiconductor ecosystem, positioning Japan as a capital provider, Taiwan as an ecosystem integrator, and India as a talent hub. The event highlighted growing alignment among the three economies as they seek supply-chain resilience and long-term industry expansion.
Gujarat officials promoted aggressive incentives and infrastructure planning to attract chipmakers, while Japan’s policy financiers signaled readiness to deploy large-scale funding tied to Indian semiconductor initiatives. Participants emphasized partnership-driven expansion, arguing that combining Japan’s financing strength, Taiwan’s manufacturing ecosystem, and India’s workforce development could form a stabilizing new pillar for global chip production.
Nvidia GTC 2026 indicates shift towards reasoning AI
Anticipation is building ahead of Nvidia’s GTC 2026 conference, where CEO Jensen Huang is expected to address concerns about an AI bubble while positioning the industry as entering a new phase focused on “thinking and reasoning” capabilities. The company is preparing to unveil a surprise chip alongside updates to its Vera Rubin platform, built on TSMC’s N3P process and featuring chiplet architecture with HBM4…
