Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...
Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...
Tata Semiconductor Manufacturing's US$735 million loan package could accelerate India's domestic chip ambitions, but it also highlights execution and supply-chain risks for global...
Taiwanese semiconductor and electronics suppliers face clearer incentives and growing opportunities in India following a budgetary push that prioritizes localized supply chains and...
Zeiss is significantly intensifying its investment in Taiwan, positioning the island as a premier global hub for its optical and semiconductor technologies. This strategic shift, marked...
Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way...
The upcoming SelectUSA investment summit is approaching, and Taiwanese firms are expected to be a major presence as they seek to integrate more closely with the US market. As the Taiwanese...
Chunghwa Precision Test, a supplier of semiconductor testing interfaces, is seeing a surge in demand driven by high-performance computing and mobile application processors, as orders...
India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor...
Nvidia CEO Jensen Huang highlighted at GTC 2026 that AI has shifted from early model training to an era defined by inference and agent computing. To meet growing inference demands,...
Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...
As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly...
