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Apr 16

Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing

Taiwan's retreat from China's investment is reshaping global supply chains, prompting companies and governments to reassess industrial ties, trade flows, and economic security. The shift affects global manufacturing networks, US-Taiwan cooperation, and regional supply stability as firms relocate factories to Southeast Asia, Mexico, and back to Taiwan, altering risk and opportunity landscapes.

China tightens rules against foreign supply chain decoupling

Apr 16

China's homegrown GPU startups gain ground in global AI chip race

Apr 16

Cadence, Nvidia deepen AI partnership to reshape chip design and robotics

Apr 16

US tightens ban on Chinese components, reshaping robotics supply chains

Apr 16

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SERVER, IPC, CLOUD COMPUTING, IOTSivers and Jabil partner on 1.6T optics to tackle AI power demands

Apr 17, 12:10

Sivers Semiconductors and Jabil have announced a collaboration to develop a 1.6T optical transceiver module aimed at addressing the growing energy demands of AI data center interconnects. As hyperscale operators face increasing power constraints, the partnership is positioned as a high-efficiency solution for next-generation infrastructure.

PC, CEApple highlights record progress in recycled materials across products

Apr 17, 12:03

Apple has announced what it describes as its highest-ever use of recycled materials across its product lineup, underscoring continued efforts to reduce environmental impact and move toward a carbon-neutral supply chain by 2030, according to its latest newsroom update.

EMS WATCHEMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

Apr 17, 10:24

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered a market sell-off and raised broader concerns about industry demand and cost dynamics.

ICT MANUFACTURINGFoxconn shifts US plant from simulation to operation with AI-driven factory setup

Apr 17, 10:09

Foxconn's US AI factories could reshape global electronics supply chains by accelerating US-based AI server production and offering a replicable smart factory model for overseas sites. The company's digital twin and data-driven approach promise faster plant construction, higher yields, and improved equipment and energy efficiency worldwide.

IT COMPONENTS, PERIPHERALSCPU shortage more acute than memory; industry awaits Intel 18A yield improvement

Apr 17, 09:51

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity threatens notebook and industrial PC availability worldwide and may persist for some time until Intel's 18A process yields improve, industry sources warn.

AIMeta's Manus deal further exacerbates Chinese startups' exodus to Singapore and US

Apr 17, 07:46

The US$2 billion acquisition of AI startup Manus by Meta Platforms has sent shockwaves through the Chinese tech ecosystem, exposing the fragility of the "Singapore-washing" strategy that many founders once relied on to sidestep geopolitical crossfires. The deal, which was finalized in early 2026, triggered an aggressive response from Beijing, forcing a sweeping reallocation of resources among startups operating in the gray zone between Chinese origins and global ambitions.

AIInterview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference

Apr 17, 07:45

Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and just weeks ago, the company secured an investment commitment from SK Hynix. Both significantly enhance its operational credibility and global visibility. CEO Roger Espasa stated that the company's proprietary Gazzillion technology is a specialized memory subsystem designed to address one of AI's most pressing challenges today: inefficient memory utilization, which has led to persistent supply constraints.

AIWith chip limits near, focus shifts to packaging and integration

Apr 17, 07:42

As the rise of artificial intelligence (AI) pushes semiconductor performance toward new limits, the industry is confronting a fundamental constraint: the slowing of Moore's Law. Increasingly, engineers are turning their attention not just to chip design, but to system integration and advanced packaging, areas now seen as critical to sustaining performance gains.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan paves the way for stablecoin adoption as landmark law advances amid global trends

Apr 17, 07:42

Taiwan is edging closer to a regulated stablecoin ecosystem, with policymakers signaling support for fiat-linked digital assets and advancing landmark legislation that could reshape the island's virtual asset industry.

IT COMPONENTS, PERIPHERALSTaiwan and Japan solidify lead in transmission component market for humanoid robots

Apr 17, 07:41

The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that mimic human anatomy — now becoming key components in this evolution. Amid the ongoing reshuffling in the transmission component supply chain, the consensus among industry players is that Taiwanese and Japanese manufacturers are unlikely to yield their longtime dominant position in the field.

IT COMPONENTS, PERIPHERALSMCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

Apr 16

The traditional off-season for consumer electronics showed unexpected strength in the first quarter of 2026, with microcontroller (MCU) suppliers reporting a wave of early orders. Customers, facing rising costs and sharp increases in memory prices, have accelerated procurement due to concerns over future supply shortages. This front-loading of demand has effectively brought forward the peak season. Still, industry players caution that inflationary pressure linked to ongoing Middle East conflicts could weigh on end-market demand.

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