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Monday 22 June 2026
How physical AI and ADAS-cockpit fusion are rewiring China's smart driving supply chain

Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China's autonomous driving and smart cockpit...

Monday 22 June 2026
AI server supply chain expansion accelerates across Southeast Asia
AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...
Monday 22 June 2026
Apple's foldable iPhone supply chain reportedly gears up for 2026 launch

Apple's long-rumored foldable iPhone appears to be moving closer to reality, with reports from multiple Chinese media outlets suggesting...

Monday 22 June 2026
India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

India is accelerating its electronics manufacturing ambitions through AI infrastructure, semiconductor...

Monday 22 June 2026
FineMat pivots beyond metal masks with AI cooling, semiconductor, and drone push
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into...
Saturday 20 June 2026
Taiwan LED makers look beyond lighting to AI optical communication

Taiwan's LED industry is moving beyond lighting components into AI optical communication, Micro LED, sensing, and high-end optoelectronic...

Friday 19 June 2026
SK Hynix reportedly held U.S. talks on HBM supply and local investment plans
SK Hynix is reported to have held a private meeting with U.S. Deputy Secretary of State Allison Hooker, with industry sources speculating the discussions covered high-bandwidth memory...
Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity,...
Friday 19 June 2026
Df-OS targets traceability gap in India's electronics manufacturing
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects...
Thursday 18 June 2026
Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...
Thursday 18 June 2026
Exclusive: Penang moves up value chain; Galatek flags deep-tech, IP hurdles
Penang has played a critical role in the global semiconductor back-end industry for decades, particularly in assembly, testing, and packaging (ATP). The region has built a highly competitive...
Thursday 18 June 2026
Interview: MicroLED and SiPh eye 3.2T AI data race
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away...
Wednesday 17 June 2026
Shihlin Electric plans North America-focused plant as five business lines drive double-digit growth
Shihlin Electric said on June 17 that it expected double-digit revenue and profit growth for 2026, driven by momentum across five business lines: Taiwan Power grid resilience projects,...
Wednesday 17 June 2026
Apple's foldable iPhone launch may slip to early 2027

Apple's first foldable iPhone could arrive later than some market expectations, with supply chain sources indicating the device may...

Wednesday 17 June 2026
Xiaomi Auto veteran says Tesla's EV edge starts on factory floor
Xiaomi Auto is putting manufacturing and supply chain control at the centre of its electric vehicle strategy, with former Tesla Shanghai Gigafactory head Song Gang saying Tesla's real...