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Tuesday 15 September 2026
Tesla's rare-earth-free Cybercab challenges China's grip on EV magnets
With Tesla's EV ambitions growing amid a years-long push toward full electrification, the deployment of the Cybercab has emerged as a major experiment testing the boundaries of autonomous...
Tuesday 15 September 2026
AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...
Tuesday 15 September 2026
Column: When digital trust breaks — quantum risk rewrites supply chain resilience
Supply chain resilience was once centred on raw materials, components, factories and logistics. AI, cloud services and the digital economy have expanded the risk perimeter. Companies...
Tuesday 15 September 2026
HS Hyosung joint venture to invest KRW1.2 trillion in Ulsan silicon anode plant

HS Hyosung Energy Solution Korea, a joint venture formed by South Korea's HS Hyosung Group and Belgian materials leader Umicore, signed...

Tuesday 15 September 2026
Wuliangye skips carmaking, turns liquor waste into silicon-carbon anodes

Chinese baijiu (white liquor) producer Wuliangye, or "Five Grain Liquid," is moving into battery materials by turning distillers' grains,...

Monday 14 September 2026
Gritek to take full control of 12-inch silicon wafer venture in major restructuring
Gritek plans to strengthen its position in China's large-diameter silicon wafer market by acquiring the remaining stakes in two semiconductor materials companies, according to a company...
Monday 14 September 2026
CPO nears mass production — next battle about interfaces, yield and maintenance
As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO)...
Saturday 12 September 2026
Rethinking defense perimeters, supply chain resilience in the AI era

The concept of corporate cybersecurity used to begin at the so-called perimeter, with firewalls guarding network entry points, email...

Saturday 12 September 2026
Apple foldable plans drive new demand for Japanese smartphone parts makers
Apple’s move into foldable smartphones is creating fresh business for Japanese component makers with expertise in thin, lightweight and compact designs. According to Nikkei...
Saturday 12 September 2026
Interview: Resonac maps five PLP hurdles, eyes 510x515mm pilot line
Advanced packaging is reshaping the semiconductor value chain, making materials innovation a key source of technical breakthroughs. As large-format panel-level packaging (PLP) gains...
Friday 11 September 2026
China's DRAM supply chain clears another materials hurdle
China's semiconductor localisation effort has reached another upstream materials milestone.​ Jiangsu Pacific Quartz Co. has secured qualification for high-purity quartz products...
Friday 11 September 2026
Global drone supply chain accelerates de-China shift, Taiwan wins

Foreign drone makers are increasingly turning to Taiwan as a hub for non-China drone supply chains, drawn by the island's component...

Friday 11 September 2026
AI server tracker: Taiwan's August filings say demand is still accelerating
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...
Friday 11 September 2026
Global IC substrate market to surge 32% to US$19.5 billion in 2026 as Taiwan, Korea lead ABF, BT
Rising demand for generative AI, high-performance computing (HPC), and data center buildouts is pushing the global IC substrate industry into a new phase marked by upgrades in high-end...
Thursday 10 September 2026
Taiwan quantum leap expands scope to drug and finance
Taiwan's five-year National Quantum Team program is set to conclude in December 2026, and the government's second-stage quantum research initiative will begin in January 2027. The...