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    Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand
    12min ago
    China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
    12min ago
    China GPU maker Biren triples revenue on AI data center demand
    13min ago
    Taiwan scientists rethink lithium-ion batteries, eye high-power EV applications
    13min ago
    China's AI chip demand drives advanced foundry growth amid geopolitical split
    13min ago
    Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
    14min ago
    Hiwin and other manufacturers bring high-load robotics hardware to Computex 2026
    14min ago
    Middle East conflict sends petrochemical prices soaring, straining global supply chains
    14min ago
    Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals
    15min ago
    China LLM usage tops US for fourth week as OpenClaw drives token surge
    15min ago
    Taipei begins preparations for 2029 ITS World Congress with focus on AI traffic and smart city governance
    16min ago
    Samsung and Xiaomi bring new phones to Taiwan with AI features and hardware upgrades
    17min ago
    Hiroca enters Toyota supply chain with EV interior deal
    17min ago
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    17min ago
    Cyberbiz advances AI productization and Asia-Pacific logistics
    18min ago
    Ennoconn backlog signals major North American revenue ramp from 2Q26
    19min ago
    Foxconn advances AI supply chain localization, spliting work between US-Mexico
    Mar 31, 18:06
    Memory price surge to slash US PC shipments by 13% in 2026
    Mar 31, 18:06
    Micron advances GDDR stacking technology to compete in post-HBM era
    Mar 31, 18:06
    Chinese memory firms secure nearly two-year wafer supply contracts amid AI-driven demand
    Mar 31, 18:06
    China's Longsys advances AI-driven memory controller architecture with SPU innovation
    Mar 31, 18:06
    AMEC acquired Sizone Tech to expand CMP capabilities and outlined 2026 strategy
    Mar 31, 18:06
    NEWS TAGGED SUPPLY CHAIN
    Tuesday 31 March 2026
    India approves new electronics component projects to deepen domestic supply chain
    India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts...
    Tuesday 31 March 2026
    South Korea invests US$166 million in chip startup Rebellions

    South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions,...

    Tuesday 31 March 2026
    DDI price hikes mainly aim to pass on costs, not boost profits
    The recent surge in display driver IC (DDI) price hikes has spread from China to Taiwan, with reports indicating that Taiwanese DDI design firms will begin raising prices starting...
    Tuesday 31 March 2026
    Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

    Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

    Tuesday 31 March 2026
    Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
    Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...
    Tuesday 31 March 2026
    China's analog chip price surge spreads, benefiting mature AI process assets
    As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...
    Tuesday 31 March 2026
    Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
    Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
    Tuesday 31 March 2026
    Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
    Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
    Monday 30 March 2026
    LS Eco Energy and Lynas aim to build a non-Chinese rare-earth supply chain
    LS Eco Energy and Australia's Lynas Rare Earths have entered a strategic partnership to create an independent rare earths supply chain. This move could help global manufacturers seeking...
    Sunday 29 March 2026
    Musk pushes Terafab as AI chip crunch intensifies

    The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

    Saturday 28 March 2026
    OmniVision invests US$145 million in wafer foundry to secure chip supply

    OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

    Saturday 28 March 2026
    Samsung bets on turnkey strategy as non-memory strength becomes critical
    Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring...
    Friday 27 March 2026
    Taiwan's machine tools upgrade with AI, entering Bombardier supply chain
    Taiwan's Industrial Technology Research Institute (ITRI) recently showcased 12 advanced machine tool key technologies driven by artificial intelligence (AI) at the 2026 Taiwan International...
    Thursday 26 March 2026
    Taiwan's Tmytek enters global satcom supply chain with Comtech deal

    Tmytek, a Taiwanese developer of millimeter-wave phased array solutions, said on March 25 that it has partnered with Comtech to introduce...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook