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NEWS TAGGED PRODUCTION

Wednesday 4 March 2026

Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site...

Wednesday 4 March 2026

Taiwan fortifies emergency energy defenses as Middle East tensions disrupt LNG supply

Rising tensions between the US and Iran have rattled global energy markets, exposing new vulnerabilities in Middle East supply chains. After drone attacks forced QatarEnergy to suspend...

Wednesday 4 March 2026

Intel names Craig Barratt as chair in shift from financial oversight to engineering-led turnaround

Intel has named Craig H. Barratt as its new independent board chair, marking what industry observers see as a decisive shift from financially driven oversight toward deeper engineering...

Tuesday 3 March 2026

Samsung reportedly moves up foundry break-even target to 2026

Samsung Electronics has reportedly brought forward the timeline for turning its foundry business profitable to 2026, accelerating an earlier target of 2027 and raising expectations...

Tuesday 3 March 2026

Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications

Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose,...

Tuesday 3 March 2026

Strait of Hormuz threat tests South Korea's memory recovery

After the US and Israel launched joint air strikes on Iran, Middle East tensions escalated sharply. South Korea activated an emergency response system, with Prime Minister Kim Min-seok...

Tuesday 3 March 2026

Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition

Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...

Tuesday 3 March 2026

ROHM Boosts GaN Supply with TSMC Technology

ROHM Co., Ltd. (hereinafter "ROHM") has decided to integrate its own development and manufacturing technologies for GaN power devices with the process technology of TSMC,...

Tuesday 3 March 2026

AI server boom strains tantalum capacitors; MLCC substitution falls short

The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...

Tuesday 3 March 2026

China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

Tuesday 3 March 2026

Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift

Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...

Monday 2 March 2026

Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says

The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin...

Monday 2 March 2026

Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals

Europe's domestic battery sector is in a structural crisis, with high costs, technological shortfalls, and project delays eroding its ability to compete with Asian manufacturers.

Monday 2 March 2026

Hyundai European hubs gain value as EU plans 70% local EV production rule

The EU is preparing to tighten electric vehicle subsidy rules by requiring that 70% of automotive components — excluding batteries — be produced within the bloc. The proposed...

Monday 2 March 2026

Rapidus raises US$1.7 billion to support 2nm mass production by 2027

Japan's state-backed chip venture Rapidus announced on February 27 that it has secured a total of JPY267.6 billion (about US$1.7 billion) in new funding from both government and private-sector...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook