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Monday 31 August 2026
Nvidia demand nearly doubles as supply meets only 70%
Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...
Monday 31 August 2026
Unimicron search puts spotlight on cross-border manufacturing for Taiwan's electronics sector
Unimicron, a major Taiwanese IC substrate maker, came under intense supply chain scrutiny last week after reports that prosecutors and investigators searched the company over a suspected...
Monday 31 August 2026
Gudeng chairman says trust underpins Taiwan supply chains amid Unimicron row
Gudeng Precision Industrial chairman Bill Chiu said on August 31, 2026, that trust is the core foundation of Taiwan's place in the global supply chain, as he commented on sensitive...
Monday 31 August 2026
Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead
India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field...
Monday 31 August 2026
NewPower Worldwide expands credit facility to $750M for growth

NewPower Worldwide, one of the electronics industry's fastest-growing distributors, today announced it has expanded its committed credit facility to $750 million, further...

Friday 28 August 2026
Jingwei Hirain targets Malaysia, ASEAN smart mobility supply chains
China's largest domestic Tier 1 auto parts supplier, Jingwei Hirain, is stepping up its push into Malaysia and the ASEAN market, with President Chengjian Fan saying the region will...
Friday 28 August 2026
YMTC builds China chip supply chain around Wuhan fabs with 'Wutong Tree' Plan
Competition in China's memory sector is extending beyond wafer capacity and process technology into semiconductor equipment, materials and components. YMTC is expanding its domestic...
Friday 28 August 2026
China reshapes helium supply chain as semiconductor demand rises, import risks persist
China is accelerating efforts to secure helium supplies as semiconductor manufacturing, commercial space launches, and medical imaging lift demand for a resource the country still...
Friday 28 August 2026
Regulators fast-track lithium battery M&As as China shifts from capacity expansion to consolidation
China's lithium battery industry is shifting from an era of aggressive capacity expansion toward consolidation, as regulators rapidly clear deals aimed at revitalizing existing assets...
Thursday 27 August 2026
Washington's silicon-anode bet tests whether battery innovation can break China's graphite grip
The years-long tug-of-war between the US and China has witnessed a head-on showdown over technological might, as stringent export controls and tightening restrictions continue to push...
Thursday 27 August 2026
Tri-fold, rollable foldables intensify materials supply chain battle
Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology...
Thursday 27 August 2026
CXMT lands early LPDDR6 opportunity with Xiaomi Xring O3, eyes China flagship phones
China's smartphone and memory supply chains are moving closer together, with Xiaomi's new Xring O3 processor potentially providing CXMT with an early commercial entry into the LPDDR6...
Thursday 27 August 2026
Google, MediaTek embrace advanced packaging diversification
Google and MediaTek are moving toward advanced packaging diversification, as Intel's embedded multi-die interconnect bridge (EMIB) gains traction after Google's TPU was confirmed to...
Thursday 27 August 2026
Apple, Huawei foldables to collide in September, lifting ultra-thin glass, hinge and cooling demand
Huawei and Apple are set to intensify competition in foldable smartphones in September, accelerating demand across a supply chain spanning foldable OLED panels, ultra-thin glass, hinges,...
Thursday 27 August 2026
Research Insight: US humanoid supply chains pivot away from China as Taiwan moves from parts to actuator modules
As the humanoid robot supply chain moves closer to mass-production readiness, Taiwan's precision manufacturing sector is gaining new opportunities to enter the US market, according...