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Sunday 15 March 2026
PCB supply chains feel the heat of Middle East
The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...
Thursday 12 March 2026
Taiwan machinery industry sees limited impact from Middle East, freight costs in focus
Amid concerns that recent conflicts in the Middle East may impact industrial power supplies, Taiwan Association of Machinery (TAMI) chairman David Chuang noted that the machinery sector...
Thursday 12 March 2026
US-Iran clash seen as short-term shock as markets look toward possible de-escalation
The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets...
Thursday 12 March 2026
Coretronic monitor shipments show potential, two new production lines added in 1Q26
OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years....
Wednesday 11 March 2026
NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...
Tuesday 10 March 2026
Amtran expands beyond displays as networking products begin shipping
Amtran Technology reported consolidated revenue of NT$1.63 billion (approx. US$51.4 million) in February 2026, down 10.6% month-over-month but up 7% year-over-year. The company's cumulative...
Tuesday 10 March 2026
South Korea warns Middle East conflict could disrupt chip supply chain
South Korea has warned that the escalating conflict in the Middle East involving the US, Israel, and Iran could disrupt supplies of key semiconductor manufacturing materials, raising...
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,...