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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    Apr 2, 17:27
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    Apr 2, 17:27
    Middle East conflict drives up electronic industry costs and delays
    Apr 2, 17:27
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    Apr 2, 17:26
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    Apr 2, 17:26
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    Apr 2, 17:26
    NEWS TAGGED SUPPLY CHAIN
    Thursday 2 April 2026
    Copper price surge drives quarterly lead frame price hikes
    Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
    Thursday 2 April 2026
    Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance
    Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...
    Thursday 2 April 2026
    TCL acquires majority stake in Sony's home entertainment business in a strategic global JV
    Sony Corporation and TCL Electronics Holdings Ltd. have finalized agreements to form a strategic partnership in the global home entertainment sector, with TCL acquiring a 51% stake...
    Thursday 2 April 2026
    Mobile chip inventory correction weighs on OSAT supply chain
    As the industry enters the stocking phase ahead of new smartphone launches, mobile chip customers are undergoing an inventory adjustment period. The supply chain indicates that this...
    Thursday 2 April 2026
    TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
    TSMC's expansion scale in the US has exceeded expectations, prompting Taiwanese suppliers with existing or planned local operations to take a more proactive approach. Reportedly, companies...
    Thursday 2 April 2026
    Notebook shortages persist despite rumors of easing memory prices
    Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...
    Thursday 2 April 2026
    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
    Wednesday 1 April 2026
    India accelerates semiconductor push with Kaynes plant launch
    India is stepping up its semiconductor ambitions as a new domestic plant begins production, underscoring efforts to build a resilient supply chain and position the country as a global...
    Wednesday 1 April 2026
    China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

    As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping...

    Wednesday 1 April 2026
    India to account for 10% of Micron's capacity, says official
    India is emerging in the global memory supply chain as Micron Technology scales production, with officials linking rising output to surging AI-driven demand and broader ambitions to...
    Wednesday 1 April 2026
    China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
    China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
    Wednesday 1 April 2026
    Hiroca enters Toyota supply chain with EV interior deal
    As competition in the global electric vehicle market intensifies, automakers are increasingly turning to cabin design as a key differentiator. Hiroca Holdings appears to be capitalizing...
    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure 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,...

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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