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US weighs Chinese optical transceiver ban, putting AI data center supply at risk

Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains

China automakers struggle as margins plunge and battery supply chains skew

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Tung Yang July revenue rises 23% on stronger AM and OEM demand

Electric Vehicles

FOPLP leads production as CoPoS advances glass packaging

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DRAM price surge lifts Samsung and Micron as SK Hynix loses share

Dark fiber essential for next-gen distributed AI centers

Commentary: How FCC ban proposal is affecting China’s optical module makers

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Exclusive: Musk builds a US solar supply chain that may extend to polysilicon

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Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains

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TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers

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Offshore wind projects face bidding failures as supply chain warns of a market gap

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China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain

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Foxconn converts Sharp factory into AI server hub, courts Japan auto giants for EV collab

Chiang, Jen-Chieh, Taipei

Nov 6, 2025, 11:05 0

Credit: AFP

Taiwan's Foxconn plans to transform Sharp's Kameyama No...

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