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Thursday 15 January 2026
Japan fortifies rare-earth supply chain against China risk
China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners...
Thursday 15 January 2026
EU implements minimum price mechanism for Chinese electric vehicles, reshaping competition in Europe
The EU has introduced a minimum price commitment mechanism for Chinese battery electric vehicles (BEVs), fundamentally altering the competitive landscape in Europe. This move shifts...
Thursday 15 January 2026
EU minimum-price rule shifts China EV dispute from tariffs to head-to-head competition
The EU has replaced tariffs on Chinese battery electric vehicles (BEVs) with a "minimum price commitment" mechanism, signaling a shift in the ongoing trade dispute from border barriers...
Thursday 15 January 2026
China's WUS to build US$300m optical-electrical PCB hub for AI systems
WUS Printed Circuit (Kunshan) Co. plans to invest up to US$300 million in a high-density optical-electrical printed circuit board (PCB) project aimed at supporting next-generation...
Wednesday 14 January 2026
SK Hynix to invest in new advanced packaging plant amid AI memory demand
SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea...
Wednesday 14 January 2026
Meta doubles down on AI smart glasses, shuts VR studios

Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now...

Wednesday 14 January 2026
Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion
PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server...
Wednesday 14 January 2026
Google reportedly looks to shift high-end Pixel development to Vietnam to address export scrutiny
Google is reportedly planning to move the New Product Introduction (NPI) process for its high-end Pixel smartphones to Vietnam, a step that could mark a major shift in the tech giant's...
Wednesday 14 January 2026
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
Wednesday 14 January 2026
Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
Wednesday 14 January 2026
China signals photoresist localization shift in supply chain standoff with Japan

China has imposed export controls on selected Japanese dual-use goods, including rare earths, and launched an anti-dumping investigation...

Wednesday 14 January 2026
AI-driven rise in server power fuels shift to advanced cooling fan technologies
At CES 2026, Nvidia revealed Vera Rubin, which significantly increases server power consumption, underscoring the urgent need for improved power delivery and energy efficiency. This...
Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
Tuesday 13 January 2026
Nvidia and Eli Lilly launch joint AI lab to advance drug discovery and manufacturing
Nvidia and Eli Lilly and Company have announced the formation of a joint AI co-innovation lab to apply artificial intelligence to drug discovery, development, and manufacturing, as...
Tuesday 13 January 2026
Winbond Electronics and Transcend report strong growth as memory shortage
Memory chip manufacturers Winbond Electronics and Transcend Information posted significant profit increases in late 2025, driven by heightened demand and ongoing supply constraints...