Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...
Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...
China's drive to localize its semiconductor supply chain is reshaping the global chipmaking equipment industry, with three domestic suppliers now ranking among the world's top 20 for...
Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...
Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...
On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...
As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...
The recent surge in DRAM prices is widening pricing headroom across the semiconductor supply chain, prompting Chang Wah Electromaterials (CWE), a major semiconductor materials supplier...
Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace...
Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...
Wei Shaojun, vice president of the China Semiconductor Industry Association (CSIA) and a widely recognized pragmatic voice within China's semiconductor sector, has spoken out against...
The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...
