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    Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea
    7h 43min ago
    China tightens solar policy to cull excess TOPCon capacity
    7h 43min ago
    Taiwan retains control of the AI server ecosystem, but for how long?
    7h 43min ago
    Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies
    7h 43min ago
    AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains
    7h 43min ago
    SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields
    7h 43min ago
    NEWS TAGGED SUPPLY CHAIN
    Wednesday 20 May 2026
    Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand

    Introduction

    Wednesday 20 May 2026
    From boardrooms to bedside: AI cameras climb the value chain
    AI camera demand is being propelled by enterprise digital transformation, smart healthcare, and cross-border collaboration, turning cameras from simple video recorders into intelligent...
    Wednesday 20 May 2026
    Exclusive: Automakers turn to Taiwan for faster vehicle electronics development
    A quiet but consequential shift is underway in the global automotive industry's race toward electrification and software-defined vehicles. Executives in Taiwan's automotive-electronics...
    Wednesday 20 May 2026
    Google and Blackstone could lift ASIC demand with TPU leasing joint venture
    Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...
    Wednesday 20 May 2026
    South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms
    Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional...
    Wednesday 20 May 2026
    Taiwan suppliers look past Tesla as China's robot makers scale up

    Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

    Wednesday 20 May 2026
    Nvidia earnings set to beat again on AI rack boom
    Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
    Wednesday 20 May 2026
    Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains
    The global satellite communications industry is accelerating the deployment of next-generation infrastructure, unlocking the commercial potential of low-Earth-orbit (LEO) networks,...
    Tuesday 19 May 2026
    Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
    TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
    Tuesday 19 May 2026
    SpaceX listing buzz sends Taiwan's satellite suppliers into expansion mode

    As the world races to build next-generation communications networks in low-Earth orbit (LEO), signs are emerging that Elon Musk's SpaceX...

    Tuesday 19 May 2026
    Australia orders six China-linked investors to divest 17% stake in Northern Minerals
    Australia directed six China-linked investors to sell their combined 17% stake in rare earths miner Northern Minerals within two weeks, as reported by The Wall Street Journal...
    Tuesday 19 May 2026
    Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, says Hyundai Mobis
    Hyundai Mobis is moving to become a core supplier to the humanoid robotics industry, announcing a direct actuator supply agreement with Boston Dynamics and outlining a sweeping strategy...
    Monday 18 May 2026
    China agrees to ease rare earth restrictions in Trump deal as Taiwan's chip role takes center stage again
    The United States and China have reached a trade and investment agreement that could reshape critical technology supply chains, with Beijing committing to ease restrictions on rare...
    Monday 18 May 2026
    Taiwan ICT firms push global AI supply chain expansion with TEEMA Science Park 3.0
    Taiwan's information and communications technology (ICT) sector has reinforced its central role in the global artificial intelligence supply chain and unveiled an overseas expansion...
    Monday 18 May 2026
    Getac gains from drone and defense demand as rugged PC supply chain struggles
    Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...
    1/81 pages
    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook