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Thursday 21 August 2025
Taiwan's leading optics makers shift to robotics in search of growth beyond smartphones
Demand for smart glasses and robots has not yet hit the mass market, but their visibility and long-term potential are gaining traction. For Taiwan's optical component makers, robotics...
Wednesday 20 August 2025
Huawei turns to software to ease pain from China's scarce AI memory
The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...
Monday 18 August 2025
Between Tesla and China's Unitree, two diverging blueprints emerge for humanoid robots
Humanoid robots are generating intense hype, but supply-chain players remain wary, pointing to two uncertainties: unclear industrial use cases and lagging technical progress. With...
Friday 15 August 2025
Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP),...

Thursday 14 August 2025
Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
Tuesday 12 August 2025
CviLux core business transformation yields results, optimistic about AI-driven growth in 2H25
Connector and electronic component manufacturer CviLux has recently launched a diversified product portfolio and adjusted its global production strategy, with server and networking...
Tuesday 12 August 2025
Apple bets on automation to maintain supply chain consistency across borders
Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts...
Friday 8 August 2025
TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity
VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising demand for CMOS image sensors (CIS), as high-end smartphone camera...
Thursday 7 August 2025
Nvidia launches 800V HVDC architecture, passive component leaders enter the power supply chain
The power revolution in AI data centers has attracted global passive component leader Murata to actively participate. At the 2025 OCP APAC Summit held in Taiwan, Murata unveiled a...
Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...
Friday 1 August 2025
Hiwin partners with US robot firm Dexterity to launch 8-DoF warehouse robot
Transmission component giant Hiwin has unveiled a new collaborative development with US-based Dexterity: an intelligent robot specifically designed for warehouse use. The partnership...
Thursday 31 July 2025
China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom
SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...
Wednesday 30 July 2025
Yageo expects modest 3Q25 growth amid FX losses
Taiwanese passive component giant Yageo held its earnings call on July 29, 2025, revealing that its second-quarter revenue growth exceeded expectations. It benefited from strong end-market...
Tuesday 29 July 2025
Understanding IEC 62443: the global standard for industrial cybersecurity
IEC 62443 defines procedures for implementing electronic system security in Industrial Automation and Control Systems (IACS). In response to the growing trend of smart industrial...
Wednesday 23 July 2025
China's rare earth export curbs disrupt Foxconn's AirPods production in India
Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an...