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Monday 2 November 2026
DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race
Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the...
Monday 2 November 2026
Meta reportedly advances humanoid robot development with Chinese partner Fourier
Meta is accelerating its humanoid robotics ambitions through a partnership with Chinese robotics company Fourier, having developed an initial prototype and begun work on a second version...
Monday 2 November 2026
Foxconn sees double-digit growth amid 2027 K-shaped AI market
Foxconn chairman Young Liu said at a media briefing following Hon Hai Tech Day (HHTD 26) on October 30 that the long-term AI industry trend remains intact, but the overall market will...
Sunday 1 November 2026
Six decades in the making: Why the world can't easily copy Taiwan's chip ecosystem
Taiwan's semiconductor strength is often described today through leading-edge process nodes, advanced packaging capacity, or its pivotal role in the global AI supply chain. At the...
Saturday 31 October 2026
Marvell-Lumentum talks put optical supply chain in focus
Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly...
Saturday 31 October 2026
TSIA 30: AI is breaking the sequential supply chain — Taiwan may be built for what comes next
The AI hardware race is usually measured in nanometers, memory bandwidth, and accelerator performance. But another constraint is emerging much earlier in the development process: whether...
Friday 30 October 2026
Jinpao targets power cabinets, BBUs in AI-related expansion
Thailand-based precision sheet-metal manufacturer Jinpao Precision has entered the supply chain of a leading Thailand-based power-management company on the strength of its resilient...
Friday 30 October 2026
Trump targets foreign robotics imports under Section 232, citing national security risks
Citing a grave threat to national security and the vulnerability of American critical infrastructure, President Donald J. Trump has directed the Secretary of Commerce and the US Trade...
Friday 30 October 2026
HBM4 cycle faces squeeze as capacity, specs become critical
AI chipmakers' rising memory performance requirements are accelerating the shift from sixth-generation high-bandwidth memory (HBM4) to HBM4E, according to analysis of the South Korean...
Friday 30 October 2026
US Drone Dominance Program raises AI supply-chain stakes
As the US Drone Dominance Program (DDP) expands procurement, orders exceeding 10,000 units will generate significant economies of scale across the drone supply chain. The program's...
Thursday 29 October 2026
China's auto supply chain shifts from price wars to value competition
China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...
Thursday 29 October 2026
SiC and GaN demand reshapes design, reliability and supply stability
Applications for silicon carbide (SiC) and gallium nitride (GaN) power devices are expanding across the electronics industry, affecting not only component selection but also product...
Wednesday 28 October 2026
Transformation in focus as display supply chain kicks off investor briefings
The panel display supply chain's transformation marathon continues as companies begin a week of investor briefings centered on new businesses. CoreIntelligence (CiHC), AUO, Radiant,...
Wednesday 28 October 2026
Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale
Unimicron Technology is reshaping its global production footprint and steering resources toward Taiwan's higher-margin AI supply chain as surging AI and high-performance computing...
Wednesday 28 October 2026
Semiconductor equipment is not AI chip growth's biggest bottleneck
AI is driving a steady upward revision in chip demand, but semiconductor equipment shortages are not the biggest obstacle to expanding AI chip production, according to industry sources...