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Friday 13 March 2026
AI server tracker: February revenue highlights across testing, design services, and rail kits

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing,...

Friday 13 March 2026
Chip material prices double, compound semiconductor supply chain on alert

The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound...

Friday 13 March 2026
China's NDRC warns memory price surge spreading across electronics supply chain
China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...
Friday 13 March 2026
Drone, robotics boom fuels Taiwan carbon fiber demand
Surging demand for unmanned vehicles is driving renewed interest in lightweight materials, as endurance limitations remain a key obstacle to large-scale commercialization. The trend...
Friday 13 March 2026
Taiwanese chipmakers target drone market at Embedded World 2026

Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared...

Friday 13 March 2026
Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
Friday 13 March 2026
Memory prices hit Chromebook hardest, even with AI boom
Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...
Friday 13 March 2026
Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover
Tim Breen, who became GlobalFoundries' CEO in 2025, reportedly led a senior delegation to Taiwan this week for a five-day visit. The group held intensive meetings with supply chain...
Friday 13 March 2026
Middle East conflicts threaten affordable cars as automakers shift focus to flagship models
As renewed Middle East conflicts compound post-pandemic chip shortages and tariff barriers, multiple overlapping risks are disrupting global vehicle supply chains and making them increasingly...
Friday 13 March 2026
Taiwan PCB output reaches $43B in 2025, TPCA says
The Taiwan Printed Circuit Board Association (TPCA) held its annual member meeting, where chairman Lawrence Chang announced projections for the industry through 2026. The announcement...
Friday 13 March 2026
Interview: Taiwan-UK MOU could deepen space supply chains and startup ties
At the 2026 Space-Comm Expo, ITRI and TSIDA signed an MOU with the UK’s ADS Group. This agreement marks a significant milestone in Taiwan-UK space cooperation, building on the...
Thursday 12 March 2026
ASE's Tien Wu: Taiwan leverages hardware strength as US chip rivalry intensifies
Given the global chip war and US-China rivalry, ASE Technology Holding COO Tien Wu says that in an era where AI is driving transformation in the technology industry, the new bottleneck...
Thursday 12 March 2026
ASE's Dr. Tien Wu shares three key trends as global semiconductor output to surpass US$1 trillion
The global semiconductor industry is set to hit US$1 trillion ahead of schedule. ASE Technology Holding COO Dr. Tien Wu revealed that the latest forecast from Semiconductor Equipment...
Thursday 12 March 2026
AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...
Thursday 12 March 2026
Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...