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Monday 30 March 2026
China's semiconductor capacity share to reach 32% by 2030
The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
Monday 30 March 2026
LS Eco Energy and Lynas aim to build a non-Chinese rare-earth supply chain
LS Eco Energy and Australia's Lynas Rare Earths have entered a strategic partnership to create an independent rare earths supply chain. This move could help global manufacturers seeking...
Sunday 29 March 2026
Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Saturday 28 March 2026
OmniVision invests US$145 million in wafer foundry to secure chip supply

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

Saturday 28 March 2026
Samsung bets on turnkey strategy as non-memory strength becomes critical
Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring...
Friday 27 March 2026
Taiwan's machine tools upgrade with AI, entering Bombardier supply chain
Taiwan's Industrial Technology Research Institute (ITRI) recently showcased 12 advanced machine tool key technologies driven by artificial intelligence (AI) at the 2026 Taiwan International...
Thursday 26 March 2026
Taiwan's Tmytek enters global satcom supply chain with Comtech deal

Tmytek, a Taiwanese developer of millimeter-wave phased array solutions, said on March 25 that it has partnered with Comtech to introduce...

Thursday 26 March 2026
Samsung SDI secures LFP cathode supply to strengthen North American ESS push
Samsung SDI has secured a multi-year supply of LFP cathode materials from L&F, strengthening its North American energy storage system (ESS) strategy and reducing reliance on Chinese...
Wednesday 25 March 2026
Taiwan defense groups urge support for drone industry in face of budget delays
As countries worldwide actively develop their drone industries and build autonomous supply chains, Taiwan's progress remains stalled. In a statement issued on March 22, Taiwan's Executive...
Wednesday 25 March 2026
With Hua Hong partnership, STMicro builds 'China for China' supply chain
STMicroelectronics said this week that its STM32 microcontrollers, produced in partnership with Hua Hong Semiconductor, have entered volume production in China and are now being shipped...
Wednesday 25 March 2026
AI Expo Taiwan 2026 opens with focus on Taiwan's hardware edge in global AI race

AI Expo Taiwan 2026 opened on March 25 at the Yuanshan Flora Expo Dome in Taipei, bringing together policymakers and industry leaders...

Wednesday 25 March 2026
Broadcom expects optical communication supply chain capacity issues to ease by 2027
The Optical Fiber Communication Conference (OFC 2026) concluded on March 19, with Broadcom holding a media briefing to discuss the latest technologies and product announcements from...
Wednesday 25 March 2026
Exclusive: Tesla and SpaceX pursue dual solar strategy on Earth and in orbit
Chinese solar supply chain companies say that Tesla and SpaceX, both led by Elon Musk, are quietly building a dual-track solar strategy spanning Earth and space, an emerging structure...
Wednesday 25 March 2026
AI and Blockchain: Complementary Technologies in Next-Gen Infrastructure

The global supply chain is currently undergoing a radical shift. The traditional model of reactive logistics is being replaced by "Next-Gen Infrastructure", a system...