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Tuesday 27 January 2026
China reportedly enters semiconductor glass substrate market
China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports.
Tuesday 27 January 2026
TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift
The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.
Tuesday 27 January 2026
Samsung doubles down on Galaxy A as Chinese brands take half the market
Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.
Tuesday 27 January 2026
Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI...
Tuesday 27 January 2026
India, EU strike trade pact as Trump tariffs force global realignment
India and the EU have finalized negotiations on a landmark free trade agreement (FTA), a move hailed as historic by both sides as they navigate strained relations with the US and global...
Tuesday 27 January 2026
Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough
Taiwan has obtained a preferential tariff rate of 15% on automotive parts under the US' Section 232 policy, prompting swift action from domestic suppliers to capitalize on improved...
Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Tuesday 27 January 2026
Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.
Tuesday 27 January 2026
Memory chip super cycle opens door for China to challenge South Korea
The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry...
Tuesday 27 January 2026
Yageo leads chip resistor price hikes, Walsin follows
Price increases are spreading through the passive components industry as clearer pricing signals from market leaders accelerate the trend across the supply chain. Products ranging...
Tuesday 27 January 2026
TSMC's capex surprise reveals blind spots in semiconductor forecasting
TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
Monday 26 January 2026
Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
Strategies of Nvidia, Arm, Qualcomm for AI ASIC

Introduction

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...
Monday 26 January 2026
TAISIC Materials shifts focus to high-end SiC substrates
Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a...