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Saturday 21 June 2025
GSEO signals cautious optimism under global trade uncertainty
GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking...
Friday 20 June 2025
Taiwan chip packaging sector faces triple threat as Trump tariff deadline looms
Taiwan's semiconductor packaging and testing companies confront three major operational challenges in the second half of 2025 as US President Donald Trump's reciprocal tariff suspension...
Friday 20 June 2025
Unimicron bets on AI boom as substrate demand set to surge

Unimicron, a leading manufacturer of IC substrates, is gearing up for the strong rebound in 2025, driven by surging demand for high-end...

Friday 20 June 2025
HBM divide deepens: SK Hynix diversifies, Samsung pulls in-house
SK Hynix is doubling down on diversifying its supply chain for thermal compression bonding (TCB) equipment, crucial for producing high-bandwidth memory (HBM), while Samsung Electronics...
Thursday 19 June 2025
New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead
Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting...
Thursday 19 June 2025
SEMICON West relocates to Arizona amid TSMC's chip cluster expansion
SEMICON West 2025 will be held in Phoenix, Arizona, for the first time, October 7 to 9, 2025, as Taiwan Semiconductor Manufacturing Company (TSMC) continues to draw investments and...
Thursday 19 June 2025
Wistron opens global HQ in Zhuubei as Taiwan pushes AI partnership with US
Wistron inaugurated its global operations headquarters at the Zhubei AI park in Hsinchu County on June 19, 2025, with Vice President Bi-khim Louise Hsiao in attendance. Hsiao underscored...
Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture...

Thursday 19 June 2025
Texas Instruments plans over US$60 billion investment for US foundational chip manufacturing
On June 18, 2025, Texas Instruments (TI) announced it will invest over US$60 billion in seven semiconductor fabs across the US. This historic investment aims to boost TI's domestic...
Wednesday 18 June 2025
Nittobo material price hikes exclude AI server-grade glass fabric
Japanese glass fiber supplier Nitto Boseki (Nittobo) reportedly has raised prices of its composite material products by up to 20% due to increasing costs, but the price hike does...
Wednesday 18 June 2025
US sanctions in the rearview? Huawei talks tough on 5G-A, AI at MWC Shanghai
Amid mounting US sanctions and continued supply chain constraints on its HiSilicon Ascend processors, Huawei took the spotlight at the MWC Shanghai 2025 Global Mobile Broadband Elite...
Wednesday 18 June 2025
US-Taiwan deepened drone collab to protect defense supply chain from Chinese threats
As the US steps up efforts to secure its unmanned systems supply chain from Chinese influence, Taiwan is emerging as a key potential partner, leveraging its cybersecurity protocols...
Wednesday 18 June 2025
NVLink stays gated; UALink, ASIC contenders step up
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture,...
Wednesday 18 June 2025
Fortune Electric secures key Stargate order
Fortune Electric, a leading Taiwanese heavy electrical equipment manufacturer, has become the first from Taiwan to join the US Stargate supplier list amid growing global demand for...
Wednesday 18 June 2025
Nvidia's debut at China supply chain expo to signal market commitment amid G2 tensions
The third China International Supply Chain Expo (CISCE) will be held from July 16 to 20, 2025, featuring over 230 new exhibitors, including Nvidia, which will debut at the event....