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    Analysis: What are the implicarions of Amazon and Bosch's China layoff
    6h 36min ago
    Semiconductor packaging price hikes amid weak end demand and low-cost MCU adjustments
    6h 36min ago
    Nvidia urged Samsung for immediate HBM4 supply as memory shortage worsen
    6h 36min ago
    Innoscience strengthens role in Google AI supply chain with 8-inch GaN production
    6h 36min ago
    Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks
    6h 36min ago
    Nvidia supports South Korea's physical AI development with GPU supply and ecosystem collab
    6h 36min ago
    NEWS TAGGED SUPPLY CHAIN
    Wednesday 4 February 2026
    AI drives ODM/EMS growth despite weak consumer electronics in 2025
    Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...
    Wednesday 4 February 2026
    As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

    Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases...

    Wednesday 4 February 2026
    India wins electronics investment, but key gap threatens momentum
    India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives,...
    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Wednesday 4 February 2026
    PC price hikes in 2026 challenge IC design houses to rely on spec upgrades
    Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...
    Wednesday 4 February 2026
    China leads the humanoid robot supply chain, with 2026 sales forecast to jump
    Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
    Wednesday 4 February 2026
    Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
    The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
    Tuesday 3 February 2026
    ByteDance reportedly eyes 2Q26 launch for new Doubao phone with dual-track partnerships
    Tencent CEO Pony Ma sharply criticized the Doubao phone as "extremely unsafe and irresponsible" at the company's year-end meeting in late January 2026. However, recent reports from...
    Tuesday 3 February 2026
    Rising memory prices add cost pressures for IC design houses
    Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...
    Tuesday 3 February 2026
    King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position
    Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...
    Tuesday 3 February 2026
    Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
    Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
    Tuesday 3 February 2026
    Beijing officially lists 'future industries,' setting the stage for supply chain realignment
    China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...
    Tuesday 3 February 2026
    Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes
    Rising prices are no longer limited to upstream materials and PCBs; surging memory costs have further pushed up supply chain expenses, prompting synchronized responses across wafer...
    Tuesday 3 February 2026
    Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management
    AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...
    Monday 2 February 2026
    Apple ramps up supplier price cuts to protect margins as costs rise
    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...
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    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook