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    Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push
    2h 18min ago
    Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?
    2h 18min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    2h 18min ago
    LG's 600kW CDU wins Nvidia validation and North American CSP project
    2h 18min ago
    BOE shifting away from low-price competition
    2h 18min ago
    Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double
    2h 18min ago
    NEWS TAGGED SUPPLY CHAIN
    Monday 27 July 2026
    AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth
    Taiwanese aerospace company Aerospace Industrial Development (AIDC) secured new contracts worth more than NT$22 billion (approx. US$680.27 million) with several major aerospace companies...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...
    Sunday 26 July 2026
    Lynas says Malaysia heavy rare earth project has gone over budget
    Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...
    Saturday 25 July 2026
    89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

    AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

    Friday 24 July 2026
    AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

    Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...

    Friday 24 July 2026
    Taiwan manufacturers advance OT security under supply chain pressure
    Taiwanese companies are strengthening operational technology cybersecurity as smart manufacturing and critical infrastructure become increasingly digital, with manufacturers generally...
    Friday 24 July 2026
    Arizona lures chip boom with three key advantages
    As TSMC expands its investment in Arizona to US$265 billion, the global semiconductor supply chain is accelerating its move into the state, transforming the long-known "Sunshine State"...
    Thursday 23 July 2026
    Sino-American Silicon Products, United Renewable Energy launch US solar module venture
    Sino-American Silicon Products (SAS) and United Renewable Energy (URECO) announced that they will jointly invest in establishing a solar module manufacturing company in the US, with...
    Thursday 23 July 2026
    Tesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up

    Tesla is building an entirely new supply chain from scratch to support its Optimus humanoid robot program, with CEO Elon Musk naming...

    Thursday 23 July 2026
    Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

    Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive...

    Thursday 23 July 2026
    D-Link wins sole-source Starlink switch contract through 2027
    Taiwanese networking equipment vendor D-Link has officially entered SpaceX's supply chain and will begin shipping network switches for Starlink data-switching nodes in September 20...
    Thursday 23 July 2026
    ASEAN AI data center power demand seen at 6-7GW
    ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...
    Wednesday 22 July 2026
    Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

    ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

    Wednesday 22 July 2026
    SpaceX's first post-IPO earnings report puts Taiwan's LEO satellite supply chain in focus
    SpaceX is scheduled to release its second-quarter financial results after US markets close on August 4, marking the company's first earnings report since its public listing in June...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    AI Summit Seoul