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Friday 6 March 2026
Europe's automakers brace for energy and logistics shocks from Middle East tensions

Rising tensions in the Middle East are adding a new layer of uncertainty for the global automotive industry, raising the risk that geopolitical...

Friday 6 March 2026
Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...
Thursday 5 March 2026
China sets 2026 growth target at 4.5–5% as supply chain risks mount
China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency....
Thursday 5 March 2026
Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
Tuesday 3 March 2026
Middle East conflict unlikely to disrupt Taiwan's short-term oil and gas supply; gas price volatility key to power costs
As the US–Iran war threatens to drive up global energy prices, concerns have been growing regarding Taiwan's energy supply, which is highly reliant on imported liquified natural...
Monday 2 March 2026
Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

Friday 13 February 2026
Arm sharpens China AI strategy amid rising RISC-V activity
As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...
Tuesday 3 February 2026
Rising memory prices add cost pressures for IC design houses
Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...
Monday 26 January 2026
Samsung expected to start HBM4 shipments to Nvidia, AMD in February
Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
Tuesday 20 January 2026
Trump's Greenland ambition triggers EU tariff war, shipping rates plunge
The four-year Russia-Ukraine war stalemate persists, while escalating US-EU tensions linked to the US attempt to purchase Greenland have triggered retaliatory tariffs and market disruptions...
Saturday 10 January 2026
Excellence Opto advances multi-business strategy, Mexico plant to launch in 1Q26
Excellence Optoelectronics Inc is set to strengthen its North American presence with a new manufacturing plant in Mexico, scheduled to start operations in early 2026. The facility...
Thursday 8 January 2026
US container imports expected to decline as tariff uncertainty and oversupply weigh on trade
The US is projected to experience a decline in container imports through major ports in the fourth quarter of 2025, a trend expected to continue into 2026 amid persistent uncertainty...
Tuesday 30 December 2025
Chinese GPU provider Lisuan Technology begins shipping self-developed 7G100 GPU
Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC's...
Tuesday 30 December 2025
Container shipping prices increase ahead of Lunar New Year holidays
International container shipping rates have risen for four consecutive weeks prior to the upcoming Lunar New Year holiday in mid-February 2026. However, the market has cast doubts...
Friday 19 December 2025
TI begins shipping chips from new 300mm Sherman fab in Texas
TI has begun shipping chips from its newest 12-inch semiconductor fabrication plant in Sherman, Texas, marking a key milestone in the company's long-term manufacturing expansion in...