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Tuesday 12 May 2026
TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push
TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI acceler...
Tuesday 12 May 2026
From substrates to servers, Taiwan industry gains from the AI infrastructure surge
April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
Tuesday 12 May 2026
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground...
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
Tuesday 12 May 2026
China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

Tuesday 12 May 2026
Taiwan AI server sales show gains spreading beyond TSMC

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

Tuesday 12 May 2026
Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
Tuesday 12 May 2026
Nvidia's modular AI strategy fuels Delta Electronics supplier boom

AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

Tuesday 12 May 2026
Intel's revival secret: Suppliers with TSMC's stamp of approval
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.
Tuesday 12 May 2026
Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
Tuesday 12 May 2026
Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

Monday 11 May 2026
For India's chip dream, Lam Research points beyond fabs
As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that...
Monday 11 May 2026
AMD's 2nm defection to Samsung dents TSMC's AI grip
The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
Monday 11 May 2026
Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

Monday 11 May 2026
AI surge drives Taiwan push for second-source PCB materials as market booms
The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...