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Thursday 8 January 2026
CES 2026: Nvidia CEO reveals three key investment directions
Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO...
Thursday 8 January 2026
Precious metal rally tightens electronics supply chains as silver price surge lifts component costs
Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices...
Thursday 8 January 2026
Nvidia's Vera Rubin servers drive data centers to full liquid cooling
Nvidia's next-generation Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design, according to server supply chain sources,...
Thursday 8 January 2026
PentaPro Materials enters TSMC supply chain with NT$3 billion Taiwan expansion
PentaPro Materials Inc., a Taiwanese supplier of semiconductor process chemicals, has joined the supply chain of TSMC and plans to invest NT$3 billion (US$95 million) in a second...
Thursday 8 January 2026
Humanoid robots eye commercial rollout in 2026

Industry supply chain sources say 2026 is increasingly being viewed as a potential inflection point for the commercialization of humanoid...

Wednesday 7 January 2026
CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI...

Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Tuesday 6 January 2026
Chinese chipmakers confront yield challenges despite localization push
China is speeding up efforts to localize its semiconductor supply chain to overcome US restrictions on high-end technology exports. Supply chain sources acknowledge that while Chinese...
Monday 5 January 2026
GTOC signs 5-year US defense deal for aerospace glass conformal antennas
G-Tech Optoelectronics (GTOC), a glass processing subsidiary of Hon Hai Precision Industry (Foxconn), announced it has signed a five-year framework agreement with a US defense systems...
Monday 5 January 2026
Taiwan fortifies silicon shield with 2026 push to set global chip agenda
As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again...
Monday 5 January 2026
Foxconn reportedly emerges in supply chain reports tied to OpenAI's rumored AI devices
OpenAI is accelerating plans to enter the consumer hardware market, with reports indicating that the company is preparing a new voice-focused AI model to underpin its first generation...
Monday 5 January 2026
Taiwan ramps up drone procurement in 2026, testing mass-production capacity
Taiwan is set to dramatically scale up its military drone production starting in 2026 as the Ministry of National Defense prepares to order nearly 50,000 units, a move intended to...
Friday 2 January 2026
IC substrates and networking PCBs grow; materials and equipment face shortages
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...
Friday 2 January 2026
Vietnam urges Intel to boost semiconductor backend capacity
The Vietnamese government is urging Intel to further grow its semiconductor packaging and testing capabilities in the country, seeking to strengthen the nation's role in the global...