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Friday 20 March 2026
India mandates domestic sourcing of solar wafers under expanded approval list policy
India has expanded its domestic content framework for solar manufacturing, extending the Approved List of Models and Manufacturers (ALMM) regime to cover upstream components such as...
Friday 20 March 2026
Apple CEO visits China at 50th anniversary event to strengthen supply chain
Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The...
Friday 20 March 2026
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.
Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
Thursday 19 March 2026
Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan
Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...
Thursday 19 March 2026
US reveals Tesla battery deal with LG, lifting veil on supply chain
US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement...
Thursday 19 March 2026
AI and memory drive semiconductor output to surpass US$1 trillion in 2026
The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
Thursday 19 March 2026
Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
Thursday 19 March 2026
Column: OpenClaw pulls AI from cloud to the edge
OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
Thursday 19 March 2026
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Thursday 19 March 2026
How Hwaseong became South Korea's semiconductor supply-chain capital
The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
Wednesday 18 March 2026
Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC
On March 18, Foxconn (Hon Hai) announced a strategic partnership with SAP to accelerate the adoption of next-generation enterprise artificial intelligence across the Asia-Pacific region...
Wednesday 18 March 2026
Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...