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Friday 18 September 2026
Micron's Taiwan investment passes US$47 billion as it rallies fab construction suppliers

Micron held a conference for Taiwanese suppliers on September 17 under the theme of building at speed and growing at scale. The event...

Friday 18 September 2026
Nvidia roadmap shifts to rack-scale AI with Rubin Ultra

Nvidia's latest AI platform roadmap is taking shape, with supply chain sources saying the company will enter a heavy shipment phase...

Friday 18 September 2026
Taiwan's small businesses race into AI, raising the stakes for execution

Taiwan's small and medium-sized enterprises (SMEs) are making plans to adopt AI, according to a new survey that suggests the debate...

Thursday 17 September 2026
CXMT cashes in on the DRAM shortage — and takes aim at HBM
ChangXin Memory Technologies (CXMT) is emerging from the memory shortage with sharply higher profits and greater pricing power, giving China's largest DRAM maker more resources to...
Thursday 17 September 2026
China optical suppliers power smart glasses supply chain
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...
Thursday 17 September 2026
TOK completes KRW101 billion facility in South Korea to bolster semiconductor supply chain

Japanese semiconductor materials leader Tokyo Ohka Kogyo (TOK) held a completion ceremony on September 15, 2026, for a new KRW101 billion...

Thursday 17 September 2026
Taiwan machine tool makers target aerospace, semiconductor boom at major trade shows
Taiwanese machine tool manufacturers are taking part in two major manufacturing trade shows in Europe and the US this September. The participation reflects a shift in Taiwan's machine...
Thursday 17 September 2026
Google reportedly weighs CoWoS backup for 2027 TPU as EMIB-T substrate yields lag
Google's Humufish TPU project, scheduled to enter mass production by the end of 2027, is set to adopt Intel's EMIB-T advanced packaging technology with support from ASIC partner MediaTek...
Thursday 17 September 2026
Chip equipment, materials suppliers lead India investment pledges ahead of SEMICON India 2026

Foreign commitments timed around SEMICON India are moving deeper into the supply chain. In the three days before the 2026 edition opened...

Thursday 17 September 2026
SK Hynix shifts supply chain planning for AI capex boom

AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management...

Wednesday 16 September 2026
Glass substrates, TGV set to reshape 2027 advanced packaging race
As AI chip package sizes continue to expand, advanced packaging is moving up the technology ladder. Glass substrate and through-glass via (TGV) technologies have become a new competitive...
Wednesday 16 September 2026
Apple's foldable phone faces durability test as suppliers eye crease risks

Apple's first foldable phone is drawing worldwide attention because its design choices could shape how future bendable devices are built...

Wednesday 16 September 2026
AI server tracker: BMC, cable, case suppliers post August 2026 gains

Taiwan's AI server supply chain continued to show strong year-over-year growth in August, although performance varied significantly...

Wednesday 16 September 2026
AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and...

Tuesday 15 September 2026
Airbus weighs supplier stakes to relieve aerospace parts bottlenecks
Airbus is monitoring parts lead times across its supply chain and said direct equity stakes in, or takeovers of, subcontractors could be used in extreme cases to prevent supply disruptions...