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Wednesday 17 December 2025
Sapien breaks into Meta's AR supply chain, challenging China's grip on smart glasses components
South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta's...
Wednesday 17 December 2025
CHR Hangko expands South Korea base to penetrate local rechargeable battery supply chain
China-based battery equipment maker CHR Hangko is actively expanding its production base in South Korea, aiming to deepen its presence in the local rechargeable battery supply chain...
Wednesday 17 December 2025
Electronics suppliers shift to flexibility amid rising geopolitical risks
Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial...
Wednesday 17 December 2025
EU and US chart divergent paths to counter China's EV battery dominance
China continues to dominate the electric vehicle (EV) and battery supply chain. In response, the EU and the US have unveiled comprehensive measures to counterbalance Beijing's lead...
Tuesday 16 December 2025
China's chip resilience: Naura M&A, ACM's HBM push defy US export controls
Escalating US-China tech rivalry and the politicization of the supply chain are accelerating a structural transformation in the global semiconductor equipment sector. While the US...
Tuesday 16 December 2025
China's EV lead faces battery recycling crisis and geopolitical squeeze
The global automotive electronics and electrification (E/E) landscape has shifted from a simple race for technological supremacy to a high-stakes geopolitical arena spanning Europe,...
Monday 15 December 2025
Unitech aims for 20% revenue from SE Asia LEO orders in 2026
Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand...
Monday 15 December 2025
SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash

SK Hynix has reportedly placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT as it accelerates preparations...

Monday 15 December 2025
Huawei takes HarmonyOS PCs into Enterprise beta, testing China's dual-OS future
China has accelerated its push for technological self-reliance, with standard-setting now extending from hardware into software. Huawei recently announced that the HarmonyOS PC Enterprise...
Monday 15 December 2025
Longwell's AI data center revenue share surpasses 36% amid CSP expansion
Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers'...
Monday 15 December 2025
Global automotive supply chains split into two competing ecosystems
The global automotive supply chain is undergoing significant restructuring driven by geopolitical tensions, particularly between the US and China. This confrontation has extended...
Sunday 14 December 2025
Shih Her Technologies sees rising semiconductor demand driving growth despite labor challenges
Precision parts cleaning, once considered a routine task, has become a vital part of the semiconductor supply chain due to increasing demands for advanced process yields. Shih Her...
Friday 12 December 2025
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server...
Friday 12 December 2025
China's transformer makers expand capacity in green energy upgrades
The global power equipment supply chain is facing a transformer shortage due to the unrelenting AI data center construction and demand for renewable energy. Delivery times for key...
Friday 12 December 2025
NDAA targets US-Taiwan cooperation on unmanned systems, boosting Taiwan's IC design
The latest National Defense Authorization Act (NDAA) has now been confirmed by the US House and Senate. The bill contains extensive Taiwan-related provisions that require the US Department...