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Wednesday 21 January 2026
US tariff easing slows supply chain shift to Southeast Asia
The US has finalized reciprocal tariffs with several countries, but supply chain sources say customer attitudes toward relocation vary. While server supply chains moving to North America...
Wednesday 21 January 2026
Vietnam begins construction of first domestic semiconductor plant
Vietnam has officially begun construction of its first homegrown semiconductor chip manufacturing facility, marking a significant step in the country's plans to develop a domestic...
Wednesday 21 January 2026
Asia Optical bets on humanoid robots as its next growth engine

Asia Optical is positioning itself for what its chairman believes could be the next major consumer technology wave: humanoid robots. I-Jen...

Wednesday 21 January 2026
Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...
Wednesday 21 January 2026
Nvidia challenges Apple's longtime TSMC priority

Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power...

Wednesday 21 January 2026
China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported...
Wednesday 21 January 2026
Behind trade barriers, Detroit risks falling behind
The opening of the North American International Auto Show in Detroit this year offered a revealing portrait of an industry caught at the intersection of political crosscurrents and...
Tuesday 20 January 2026
Samsung foundry utilization reportedly nears 60% as losses narrow
Samsung Electronics' foundry business is showing signs of a gradual recovery, with fab utilization expected to average in the low-60% range in the first half of 2026, up from the 50%...
Tuesday 20 January 2026
Samsung reportedly to test EUV tools at Taylor fab in March
Samsung Electronics will reportedly begin test operations of extreme ultraviolet lithography equipment at its Taylor, Texas, fabrication plant in March, ahead of full operations planned...
Tuesday 20 January 2026
Micron's DRAM licensing to Powerchip reshapes DDR4 supply
After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo,...
Tuesday 20 January 2026
Foxconn deepened its manufacturing presence in China with new joint venture
Foxconn has established a joint venture, Henan Hongchuang Technology, in Zhengzhou, China, to enhance its manufacturing capabilities and supply chain resilience, with production set...
Monday 19 January 2026
TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
Monday 19 January 2026
Tariffs reshuffle global supply chains, but US manufacturing revival remains elusive
Geopolitics has become an unavoidable force shaping business decisions in 2026. Shifting tariff policies under President Donald Trump have pushed global supply chains away from pure...
Monday 19 January 2026
Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp
With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...
Monday 19 January 2026
Foxconn strengthens US server presence post-tariff deal
Following the conclusion of the Taiwan-US tariff framework, industry attention centers on how Foxconn (Hon Hai Precision), a leading electronics manufacturer, will recalibrate its...