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    TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
    10min ago
    US expands export controls, citing Chinese firms' support for Hamas and Houthis
    14min ago
    NEWS TAGGED SUPPLY CHAIN
    Wednesday 8 October 2025
    China and Taiwan chart diverging paths in the 12-Inch SiC market
    In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging...
    Wednesday 8 October 2025
    Topco and partners showcase semiconductor solutions at SEMICON West 2025
    SEMICON West 2025, one of the major semiconductor exhibitions, is being held in Phoenix, Arizona. Topco Scientific is participating alongside fourteen partners from Japan and Taiwan,...
    Wednesday 8 October 2025
    US rebuilds rare earth supply chain to cut China dependence
    The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the...
    Wednesday 8 October 2025
    Taiwan IPC US expansion to strengthen edge AI supply chain
    As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production...
    Tuesday 7 October 2025
    CATL extends global lead as Korean battery utilization drops to 50%

    South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese...

    Tuesday 7 October 2025
    Upstream substrate and leadframe price hikes pressure IC packaging costs
    Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
    Tuesday 7 October 2025
    China's SiC industry finds high-value exit in Meta's AR supply chain

    As the global semiconductor industry eyes the rise of 12-inch silicon carbide (SiC) wafers as potential game-changers in advanced packaging,...

    Tuesday 7 October 2025
    AI demand drives PCB material prices up amid supply strain
    Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...
    Monday 6 October 2025
    Nvidia's stake in Intel raises PC supply chain concerns
    Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
    Sunday 5 October 2025
    Apple adds third supplier for folded zoom OIS actuators in iPhone
    LG Innotek and Jahwa Electronics have been the sole two suppliers for folded zoom optical image stabilization (OIS) actuators in Apple's iPhone lineup in recent years. However, Luxshare...
    Sunday 5 October 2025
    V2X risk becoming Trojan horses in AI cyber arms race
    As the automotive industry is transitioning from hardware manufacturing toward software-defined vehicles (SDVs), a digital war is also accelerating. The recent cyberattack on Jaguar...
    Friday 3 October 2025
    India joins XR optics race with Kaynes-DigiLens waveguide line
    Kaynes Technology has opened India's first waveguide manufacturing line in Mysuru in partnership with US-based DigiLens, placing the country in the global supply chain for extended...
    Friday 3 October 2025
    Taiwan pushes back on US '50-50 chip split' demand
    Taiwan's Executive Yuan Vice Premier Cheng Li-chun highlighted on October 2, 2025, that the US's proposal for a "50-50 chip production split" between Taiwan and the US diverges from...
    Friday 3 October 2025
    OpenAI's massive memory deal with Samsung and SK Hynix signals shift in AI chip supply chain
    OpenAI has signed a sweeping cooperation agreement with Samsung Electronics and SK Hynix, securing high-performance memory supplies for the massive Stargate Project. According to...
    Friday 3 October 2025
    Apple eyes Taiwan for foldable iPhone trials amid supply chain shifts
    Apple is reportedly considering establishing a small-scale trial production line in Taiwan to support the development and process validation of its upcoming foldable iPhone, as the...
    1/74 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Wednesday 1 October 2025
    Wise Integration Launches First Digital Controller, WiseWare 1.1, for GaN Totem Pole PFC with High Switching Frequency Up to 2 MHz
    Wednesday 1 October 2025
    AI Applications, Innovation Empowered! The Fourth GMIF2025 Innovation Summit Successfully Concluded
    Wednesday 1 October 2025
    Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
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