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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    2h 45min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    2h 45min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    2h 46min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    2h 46min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    2h 46min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    2h 48min ago
    NEWS TAGGED DEMAND
    Tuesday 4 August 2026
    Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy
    Palantir Technologies raised its full-year revenue and profitability forecasts after reporting a sharp acceleration in commercial demand, particularly in the US, underscoring the growing...
    Tuesday 4 August 2026
    Interview: Topco Scientific expands to Fukuoka signaling chip regionalization

    Topco Scientific is expanding in Japan and other markets to support a global semiconductor buildout that is reshaping supply chains...

    Tuesday 4 August 2026
    2027 memory capacity reportedly sold out as buyers quietly lock in supply

    Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their...

    Tuesday 4 August 2026
    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
    Tuesday 4 August 2026
    Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains
    AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO...
    Tuesday 4 August 2026
    Sandisk and SK Hynix release HBF spec to advance AI memory standard
    Sandisk and SK Hynix have published a technical specification for high-bandwidth flash through the Open Compute Project, a move that could shape future AI infrastructure worldwide...
    Tuesday 4 August 2026
    Advantech bets on Physical AI as WEDA accelerates edge AI commercialization
    Riding continued investment in AI infrastructure, industrial PC (IPC) maker Advantech extended its strong growth momentum in the second quarter of 2026, posting record second-quarter...
    Tuesday 4 August 2026
    Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

    China's leading humanoid robot maker Unitree Technology expects first-half 2026 revenue to reach roughly CNY1.1 billion (US$155.8 million),...

    Tuesday 4 August 2026
    RichWave says Wi-Fi 7 momentum stays strong in 2H26

    RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

    Monday 3 August 2026
    Memory makers lift capex as Kioxia holds spending to defend NAND lead
    Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...
    Monday 3 August 2026
    Amazon deepens OpenAI ties with US$50B AWS expansion
    Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...
    Monday 3 August 2026
    Coretronic's OLED and auto-display gains point to steadier growth as NB weakens
    Coretronic said its OLED monitor business is gaining traction as new production lines ramp up, while car displays continue to expand. The company expects full-year OLED monitor shipments...
    Monday 3 August 2026
    CSCC opens Pingtung R&D center to target battery, semiconductor supply chains
    China Steel Chemical Corporation has opened a new research and development center at its Pingtung plant as it expands into lithium battery anode materials, advanced carbon materials,...
    Monday 3 August 2026
    MA-tek sells Shanghai unit, expands AI market push in Japan and the US

    MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

    Monday 3 August 2026
    AI infrastructure orders extend PCB expansion race
    Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
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    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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