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    CXMT IPO may highlight Samsung's memory value, Korean media says
    Jun 11, 18:38
    Tesla’s US-made LFP push faces China’s scale advantage
    Jun 11, 18:38
    China's memory makers speed up capital moves as Biwin, Longsys expand
    Jun 11, 18:38
    CXMT and YMTC advance IPOs as AI demand lifts memory growth
    Jun 11, 18:38
    Google TPU orders shift as MediaTek, Marvell and Broadcom split the market
    Jun 11, 18:38
    HPSP reportedly wins Terafab order tied to Musk’s semiconductor project
    Jun 11, 18:38
    NEWS TAGGED SUPPLY CHAIN
    Friday 12 June 2026
    China squeezes InP supplies, jolting US-Taiwan optics chain

    China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

    Friday 12 June 2026
    Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
    Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
    Friday 12 June 2026
    Nextron says AI supply chain is in place as orders extend to 2027
    Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
    Thursday 11 June 2026
    Taiwan chips in as drone makers ditch China supply chains

    Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

    Thursday 11 June 2026
    Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
    AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
    Thursday 11 June 2026
    AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
    AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
    Thursday 11 June 2026
    Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain
    Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives...
    Thursday 11 June 2026
    DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers
    During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed,...
    Wednesday 10 June 2026
    Powerchip taps AI-driven chip boom with US$833 million overseas fundraising push
    Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking...
    Wednesday 10 June 2026
    A COMPUTEX beyond PCs: Taiwanese suppliers target robot data and parts
    COMPUTEX 2026 has made clearer a shift already underway in Taiwan's robotics supply chain, with suppliers looking beyond humanoid showcases toward less visible technologies —...
    Wednesday 10 June 2026
    PCIM 2026: Every company is now a semiconductor company
    Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made...
    Wednesday 10 June 2026
    CATL locks in 770,000 tons of electrolyte supply as battery demand accelerates
    China's battery materials supply chain is showing fresh signs of tightening as major electrolyte producers secure multiyear contracts with the world's largest electric-vehicle battery...
    Tuesday 9 June 2026
    Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
    One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...
    Tuesday 9 June 2026
    ELAN Microelectronics expands into AI PCs, drones, and optical chips
    ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains...
    Tuesday 9 June 2026
    AI supply chain shortages shift from chips to equipment
    As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook