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    India proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill
    11min ago
    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    22min ago
    WD points to HAMR ramp and long-term contracts as pricing power builds
    22min ago
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    43min ago
    WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
    43min ago
    Google's AI leadership shake-up puts Gemini execution and research retention under pressure
    57min ago
    Commentary: How FCC ban proposal is affecting China’s optical module makers
    Aug 5, 18:36
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    Aug 5, 18:36
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    Aug 5, 18:35
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    Aug 5, 18:35
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    Aug 5, 18:35
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    Aug 5, 18:33
    NEWS TAGGED SUPPLIER
    Thursday 6 August 2026
    Tung Yang July revenue rises 23% on stronger AM and OEM demand
    Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
    Thursday 6 August 2026
    Fositek lifts server revenue mix to 56% and plans capacity expansion
    Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...
    Wednesday 5 August 2026
    Cloud AI chipmakers race to secure capacity with long-term deals
    Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at the top of their agenda. IC design firms say technical strength and cost are no...
    Tuesday 4 August 2026
    Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026
    Taiwan-based specialty chemicals supplier Johnson Fine Chemical expects robust growth in electronic materials demand driven by AI, high-performance computing (HPC) and advanced communications...
    Monday 3 August 2026
    Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing
    Microcontroller unit (MCU) supplier Holtek Semiconductor has confirmed a broad price increase across its entire microcontroller portfolio, marking its first company-wide adjustment...
    Friday 31 July 2026
    Semco reportedly expands SoulBrain partnership to advance glass substrate materials for AI chip packaging

    Samsung Electro-Mechanics (Semco) is broadening its collaboration with South Korean materials supplier SoulBrain beyond glass substrate...

    Wednesday 29 July 2026
    Analysis: How Xiaomi's range-extended EV push could redraw China's supplier map

    Xiaomi is preparing to unveil a new car technology platform on July 30, signaling a deeper move into the range-extended electric vehicle...

    Tuesday 28 July 2026
    Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier

    Apple is developing a new MacBook Pro with OLED touch panels and is expected to rely solely on Samsung Display for the screens, according...

    Tuesday 28 July 2026
    Column: Titan Batteries joins US defense effort to secure domestic drone supply chains with traceable battery solutions
    Idaho-based Titan Batteries has emerged as a key supplier in the US Drone Dominance Program (DDP), providing customized battery solutions for military drones as the Pentagon accelerates...
    Tuesday 28 July 2026
    Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
    Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
    Monday 27 July 2026
    Qualcomm tells customers chip prices will rise by double digits from September

    Qualcomm plans to raise chip prices by a double-digit percentage from September 1, passing higher supplier costs into a smartphone market...

    Saturday 25 July 2026
    Valeo's drone-motor deal pulls a car-parts giant into France's defense-sovereignty push
    Defense-tech firm Harmattan AI has picked automotive supplier Valeo to develop and build an electric drone motor in France, a modest first contract that signals two larger shifts:...
    Friday 24 July 2026
    Mobileye founder Amnon Shashua to step down as CEO after nearly three decades

    Amnon Shashua will step down as CEO of autonomous driving technology supplier Mobileye once the company appoints a successor, marking the...

    Friday 24 July 2026
    Global Tek expands into AI liquid cooling and robotics to drive second-half growth
    Global Tek Industrial said on July 20 that it is moving deeper into AI liquid cooling, humanoid robots and aerospace as it targets stronger operating momentum in the second half of...
    Thursday 23 July 2026
    D-Link breaks into US satellite broadband supply chain with multi-year switch contract
    Taiwanese networking equipment vendor D-Link has officially entered the supply chain of a major US satellite broadband operator and will begin shipping network switches for data-switching...
    1/23 pages
    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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