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Wednesday 22 April 2026
Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

Wednesday 22 April 2026
Commentary: Apple CEO change sounds alarm for China suppliers
Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had...
Wednesday 22 April 2026
AIDC eyes over NT$100 billion in new defense-related orders across next 5 years
Taiwan's Aerospace Industrial Development Corporation (AIDC) is facing short-term operational pressure, with supply chain delays hitting its Brave Eagle advanced trainer jet program...
Wednesday 22 April 2026
Apple's US$4 trillion leadership transition: will decision-making return to engineers?
Apple officially announced on April 21, 2026, that Senior Vice President of Hardware Engineering John Ternus will take over as CEO starting September 1 this year, while current CEO...
Wednesday 22 April 2026
Taiwan suppliers expect renewed focus on innovation under John Ternus
Apple's appointment of hardware engineering senior vice president John Ternus to succeed Tim Cook as CEO in September 2026 signals shifts in product strategy and supplier relations...
Tuesday 21 April 2026
Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions...

Tuesday 21 April 2026
IX Renewables urges Taiwan collaboration to advance floating wind power
Taiwan plans to launch a floating wind turbine demonstration project in 2026, a move with implications for global energy markets as soaring oil prices and geopolitical risk increase...
Tuesday 21 April 2026
BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels
According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply...
Tuesday 21 April 2026
Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
Tuesday 21 April 2026
Middle East transshipment and supply chain shifts double SE Asia freight rates
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...
Tuesday 21 April 2026
Exclusive: Beijing eyes solar export curbs to ground Musk's space power play
Recent reports from foreign media indicate that China is preparing to restrict exports of heterojunction (HJT) solar equipment to the United States — a move that industry sources...
Tuesday 21 April 2026
Nissan slashes rare earth in EV motors, cutting China supply risk
Japanese automaker Nissan Motor has sharply reduced its reliance on critical minerals in its latest electric vehicle design, highlighting how automakers are re-engineering core components...
Monday 20 April 2026
US security agencies adopt Anthropic's Mythos despite Pentagon risk label
The US National Security Agency (NSA) is using Anthropic's advanced AI model, Mythos Preview, even after the Department of Defense (DoD) formally designated the company a "supply chain...
Monday 20 April 2026
Chinese auto parts chain expands amid smart and electric vehicle surge
China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that...