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    Facing regulatory and competitive pressures, Apple CEO signals alignment with China
    7min ago
    NEWS TAGGED PRODUCTION
    Monday 23 March 2026
    Commentary: CPO mass production put to test as photonic integration faces challenges
    Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...
    Monday 23 March 2026
    IEI Integration eyes strong 2026 growth as networking projects scale up
    Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing...
    Monday 23 March 2026
    Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko
    The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture...
    Monday 23 March 2026
    Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026
    Daxin Materials is expanding its semiconductor materials portfolio while maintaining optimization efforts in display materials. The company expects 2026 display material revenue to...
    Monday 23 March 2026
    At Cheonan, Samsung is rewriting HBM's bonding playbook
    Samsung Electronics is accelerating the expansion of its high-bandwidth memory (HBM) backend capacity at its Cheonan campus while preparing a transition to next-generation bonding...
    Monday 23 March 2026
    Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026
    Tai-Saw Technology's differential oscillators are entering GPU module and AI server supply chains, potentially reshaping global networking hardware availability. With 400G shipments...
    Sunday 22 March 2026
    Column: Drones redefine warfare, and the US wants to control who builds them
    Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned...
    Saturday 21 March 2026
    Tesla's US$4 billion battery deal signals a shift away from China

    US government disclosures have cast rare light on one of the electric vehicle (EV) industry's most closely guarded supply chains, confirming...

    Saturday 21 March 2026
    SK Hynix targets autonomous fabs by 2030 to tackle AI-driven manufacturing challenges
    SK Hynix is targeting the development of autonomous semiconductor fabrication facilities by 2030 as it seeks to address rising AI-driven demand and increasing manufacturing complexity,...
    Friday 20 March 2026
    Global top-3 memory maker status, 1Q26

    Introduction

    Friday 20 March 2026
    Analog Devices activates Thailand plant to boost global manufacturing resilience
    Analog Devices has officially launched its advanced manufacturing facility in Thailand, aiming to enhance the company's advanced manufacturing and testing capabilities while promoting...
    Friday 20 March 2026
    Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity
    Samsung Electronics is reportedly set to exclusively supply sixth-generation high-bandwidth memory (HBM4) to OpenAI while reallocating more than half of its advanced foundry capacity...
    Friday 20 March 2026
    Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
    Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported operational disrupti...
    Friday 20 March 2026
    Samsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities

    Samsung Electronics' foundry business is showing signs of stabilization after a sustained period of market share decline, as new orders...

    Friday 20 March 2026
    Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China
    Lynas Rare Earths has achieved first production of samarium oxide at Lynas Malaysia, expanding its range of separated heavy rare earth oxides to three and reinforcing its status as...
    1/169 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook