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Wednesday 29 July 2026
Column: Taiwan suppliers' path into US Space Force supply chain
As the debate over the US fiscal 2027 defense spending plan to dismantle the Space Development Agency (SDA) continues, the Proliferated Warfighter Space Architecture's (PWSA) transport...
Wednesday 29 July 2026
AI shift to inference boosts CPU server demand across the supply chain
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
Wednesday 29 July 2026
Huawei targets 2027 glass substrate production to gain an edge in AI chips

Huawei is reportedly working through its domestic supply chain to begin mass production of semiconductor glass substrates in 2027,...

Wednesday 29 July 2026
Australia capital markets ride AI deal wave as cloud startups target listings

Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4...

Tuesday 28 July 2026
Squeezed by China, Taiwan ODMs pivot to AI for new growth

China's notebook manufacturing industry is rising rapidly just as Taiwan's ODMs retreat from notebook assembly, but Wistron chairman...

Tuesday 28 July 2026
Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier

Apple is developing a new MacBook Pro with OLED touch panels and is expected to rely solely on Samsung Display for the screens, according...

Tuesday 28 July 2026
Display industry earnings season shifts spotlight from panel prices to transformation strategies

Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

Tuesday 28 July 2026
Automotive chip demand surges in 2Q26 on EV reset

Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot...

Tuesday 28 July 2026
China speeds up 4 new cars a day, intensifying shakeout

China's blistering pace of new-car launches — expected to average four new vehicles a day in the first half of 2026 — is...

Tuesday 28 July 2026
Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge
Generative AI is reshaping the semiconductor and electronics industries while redefining how global supply chains divide roles across design, manufacturing, infrastructure, and app...
Tuesday 28 July 2026
Smart glasses with color displays could enter mass production by 2028
Taiwan's smart glasses supply chain urgently needs to break down technical silos and move first, according to industry executives speaking at a forum on July 24 on the outlook for...
Monday 27 July 2026
AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth
Taiwanese aerospace company Aerospace Industrial Development (AIDC) secured new contracts worth more than NT$22 billion (approx. US$680.27 million) with several major aerospace companies...
Monday 27 July 2026
CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
Monday 27 July 2026
Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...
Sunday 26 July 2026
Lynas says Malaysia heavy rare earth project has gone over budget
Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...