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    NEWS TAGGED SUPPLY
    Tuesday 10 February 2026
    Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
    Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about...
    Thursday 5 February 2026
    Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech
    Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules,...
    Tuesday 3 February 2026
    YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
    Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
    Wednesday 21 January 2026
    Google Chromebook aims for steady 2026 shipments despite memory supply challenges
    Supply chain sources report that Chromebook shipments have stabilized under Google's support. Despite facing a memory market turmoil, Google has set a full-year shipment target of...
    Monday 19 January 2026
    SSD controllers face five challenges as NAND shortage drives sky-high prices
    NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Tuesday 6 January 2026
    Chinese chipmakers confront yield challenges despite localization push
    China is speeding up efforts to localize its semiconductor supply chain to overcome US restrictions on high-end technology exports. Supply chain sources acknowledge that while Chinese...
    Wednesday 26 November 2025
    TEL absent from TSMC annual awards following 2nm leak incident
    Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is likely...
    Thursday 6 November 2025
    Early orders and tariff fears cool NB demand in holiday quarter

    The traditional year-end peak for notebook shipments has failed to materialize in the fourth quarter of 2025, with demand weaker than...

    Tuesday 4 November 2025
    Navigating Supply Chains When Governments Intervene

    In late September 2025, three national governments enacted coordinated measures affecting Nexperia, a global semiconductor manufacturer recognized for its MOSFETs and...

    Thursday 23 October 2025
    AI drives flexible server architectures as multimodal demand rises
    Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint...
    Monday 20 October 2025
    South Korea forms task force amid China's rare earth crackdown
    South Korea's Ministry of Trade, Industry and Energy (MOTIE) has launched a Rare Earth Supply Chain Task Force to shield domestic industries from China's tightened export controls.
    Friday 3 October 2025
    From scenic city to China's AI Silicon Valley: the driving forces behind Hangzhou's transformation
    At the annual China International Supply Chain Expo in July 2025, Alibaba Cloud founder and Zhejiang Lab director Dr. Jian Wang personally invited Nvidia CEO Jensen Huang to visit...
    Tuesday 9 September 2025
    TSMC's new materials management VP to debut at 2025 SCM Forum
    TSMC will hold its Supply Chain Management Forum (SCM Forum) on November 13, 2025. Notably, Yuan-Guo Huang, who was promoted to vice president of materials management in early August...
    Thursday 21 August 2025
    High-end PCB materials shortage looms as AI demand outpaces capacity
    The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is no...
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    AIEXPO2026
    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