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    YMTC sells Wuhan Xinxin stake to Optics Valley investor
    Jun 22, 18:13
    Infineon and InnoScience’s GaN patent fight hardens market split
    Jun 22, 18:13
    iPhone dominance gives Apple room to raise prices
    Jun 22, 18:13
    NEWS TAGGED SUPPLY CHAIN
    Monday 15 June 2026
    General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

    While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across...

    Monday 15 June 2026
    India advances rare earth supply chain as major local conglomerates show interest
    To reduce its dependence on China, the government of India is actively developing a domestic rare earth supply chain, with major local conglomerates expressing investment interest.
    Sunday 14 June 2026
    Taiwan's Eris expects order surge after sanctions on Chinese competitor
    The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology...
    Sunday 14 June 2026
    SAP highlights agentic AI push as enterprises move from demos to daily operations
    Enterprise software makers are under pressure to show practical AI results, not just prototypes, as companies worldwide look to cut costs and speed decisions. SAP is positioning agentic...
    Saturday 13 June 2026
    Tesla-linked expansion by Taiwan's Aleees underscores shifts in global battery supply chains
    Taiwanese cathode materials maker Aleees has disclosed an expansion plan to meet North American demand for lithium iron phosphate precursor materials. The move highlights Tesla's broader...
    Saturday 13 June 2026
    PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

    During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and...

    Friday 12 June 2026
    AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
    Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...
    Friday 12 June 2026
    Google weighs Samsung's role in next AI chip as TSMC capacity tightens
    Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply...
    Friday 12 June 2026
    Boston Dynamics highlights diverse strategies in humanoid robotics amid Nvidia-Unitree collab
    Boston Dynamics, one of the leading humanoid robotics companies in the US, during a recent visit to Taiwan, addressed Nvidia's announcement that it will partner with Chinese humanoid...
    Friday 12 June 2026
    Korean battery equipment makers expand India push as EV supply chain globalizes
    From SK On-linked exports to Tata Agratas buildouts, South Korean equipment suppliers are increasingly supplying full battery production lines in India as the market shifts from planning...
    Friday 12 June 2026
    Jiin Ming highlights tactical fixed-wing drones as Taiwan pushes non-red supply chain expansion
    Jiin Ming Industry showcased its tactical fixed-wing drone platform and related technologies at a Taiwan drone alliance event on June 9, 2026, presenting a flight-ready multirotor...
    Friday 12 June 2026
    Tesla's US-made LFP battery push faces China's scale advantage
    Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus...
    Friday 12 June 2026
    China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
    As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...
    Friday 12 June 2026
    Google TPU orders shift as MediaTek, Marvell, and Broadcom split market
    Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...
    Friday 12 June 2026
    China squeezes InP supplies, jolting US-Taiwan optics chain

    China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

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    AsiaCPO
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook