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Wednesday 24 June 2026
SK Hynix to issue $29 billion in new shares for Nasdaq ADR listing on July 10
SK Hynix disclosed in regulatory filings to South Korea's Financial Supervisory Service and the Korea Exchange on June 24 that its board has approved the issuance of new shares worth...
Wednesday 24 June 2026
Asia's AI data center boom turns green power into supply chain stress test
Asia's AI infrastructure buildout is turning electricity into a new supply chain constraint. As demand for data storage, compute power, high-performance memory, servers, and advanced...
Wednesday 24 June 2026
Qualcomm, ByteDance talks signal new phase in China AI chip diversification
Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.
Wednesday 24 June 2026
CATL's HIMA exclusivity fades in China EV battery shake-up
Harmony Intelligent Mobility Alliance (HIMA) is reducing its reliance on CATL and broadening its EV battery supply chain, a pragmatic reset driven by cost pressure, delivery targets,...
Wednesday 24 June 2026
Former SMIC CEO targets China photomask IPO after 12-inch wafer bet
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask...
Wednesday 24 June 2026
Gogoro CEO says 2026 is the company's most critical year as Luna model targets a market turnaround
As Taiwan's first pure electric scooter brand, Gogoro has continued to attract market attention for both its technological innovation and its influence on industrial development and...
Tuesday 23 June 2026
Intel deepens ties with Taiwan's chip supply chain as October talks expand
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese...
Tuesday 23 June 2026
AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan...

Tuesday 23 June 2026
Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated...
Monday 22 June 2026
How physical AI and ADAS-cockpit fusion are rewiring China's smart driving supply chain

Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China's autonomous driving and smart cockpit...

Monday 22 June 2026
AI server supply chain expansion accelerates across Southeast Asia
AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...
Monday 22 June 2026
Apple's foldable iPhone supply chain reportedly gears up for 2026 launch

Apple's long-rumored foldable iPhone appears to be moving closer to reality, with reports from multiple Chinese media outlets suggesting...

Monday 22 June 2026
India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

India is accelerating its electronics manufacturing ambitions through AI infrastructure, semiconductor...

Monday 22 June 2026
FineMat pivots beyond metal masks with AI cooling, semiconductor, and drone push
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into...
Saturday 20 June 2026
Taiwan LED makers look beyond lighting to AI optical communication

Taiwan's LED industry is moving beyond lighting components into AI optical communication, Micro LED, sensing, and high-end optoelectronic...