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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...

Friday 12 June 2026
Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
Friday 12 June 2026
Nextron says AI supply chain is in place as orders extend to 2027
Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
Thursday 11 June 2026
Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

Thursday 11 June 2026
Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
Thursday 11 June 2026
AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
Thursday 11 June 2026
Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain
Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives...