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Thursday 22 October 2026
Apple, Google push PCB supply chain toward net zero amid challenges
PCB makers are expanding sustainability efforts as artificial intelligence (AI) and high-performance computing (HPC) drive demand for higher-performance boards. Still, the industry...
Thursday 22 October 2026
Exclusive: Apple raises iPhone Duo shipment target 44% on strong preorders
Apple has raised its iPhone Duo shipment target by 44%, from 9.7 million to 14 million units over 12 months, as strong consumer demand for its first foldable iPhone prompts the company...
Thursday 22 October 2026
Unimicron warns of double-booking risks as AI PCB capacity race strains supply chains

Rapid growth in AI-driven demand is placing new pressure on the printed circuit board (PCB) supply chain, with equipment constraints, shorter product...

Thursday 22 October 2026
Nvidia lines up six suppliers to expand substrate, packaging, and testing capacity
Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet...
Thursday 22 October 2026
Unimicron, STATS ChipPAC, Wistron address advanced packaging bottlenecks in AI system integration
The Global Electronics Association hosted a panel titled "Component to System Integration Advances" during the IMPACT 2026 symposium, bringing together industry leaders from Unimicron,...
Thursday 22 October 2026
Taiwan tech supply chain eyes Texas for first US industrial cluster
As Taiwan and the US deepen supply chain localization efforts, concrete plans for Taiwan's electrical and electronics industries to establish US industrial parks are rapidly taking...
Thursday 22 October 2026
Holy Stone targets 50% South Korea revenue growth by 2027
Taiwanese passive-component maker Holy Stone has entered the supply chain of a major South Korean automaker after about two years of market expansion, prompting the company to raise...
Wednesday 21 October 2026
PCB material shortages persist as capacity expansion extends beyond 2029
Rapid advances in AI and high-performance computing (HPC) are driving printed circuit boards (PCBs) toward higher layer counts, greater density, and higher-performance materials, triggering...
Wednesday 21 October 2026
Packaging-to-board integration emerges as key gap as AI reshapes electronics supply chain
Packaging, substrate, printed circuit board (PCB), and assembly makers need closer coordination to meet the demands of AI and high-performance computing (HPC), as package-to-board...
Tuesday 20 October 2026
Exclusive: US energy storage supply chain faces mounting pressure as import restrictions and manufacturing bottlenecks disrupt deliveries
As geopolitical tensions reshape global supply chains, US regulations governing energy and battery energy storage systems (BESS) are undergoing rapid and unpredictable changes.
Monday 19 October 2026
Exclusive: Chinese energy storage giants reportedly exit US as two-way tech restrictions open door for non-Chinese suppliers
Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions,...
Monday 19 October 2026
TECO's modular data center validation nears completion
TECO Electric and Machinery chairman Morris Li said the company has entered the final stage of testing its modular data center (MDC) solution. The company is targeting opportunities...
Saturday 17 October 2026
Interview: SEMI CEO sees US$3 trillion chip industry by 2035, as trusted partners reshape supply chain
The semiconductor industry reached the US$1 trillion revenue milestone several years earlier than originally forecast, and with growth driven by AI and quantum computing, reaching...
Friday 16 October 2026
FICG eyes 4x optical communications capacity by 2027
FICG is aggressively expanding optical communications production in Malaysia and China to meet surging AI-driven demand, which the company estimates is 3-4x current supply capacity...
Friday 16 October 2026
Holtek targets higher-value MCU markets with AI server cooling orders set to lift 2027 revenue
Taiwan-based microcontroller (MCU) manufacturer Holtek Semiconductor unveiled its 2026 product roadmap on October 15, focusing on four core areas: smart protection, green energy and...