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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    May 12, 18:43
    Doosan Electronic BG to build new CCL plant in Thailand
    May 12, 18:43
    AI server ODMs face margin pressure as memory costs rise
    May 12, 18:43
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    May 12, 18:43
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    May 12, 18:43
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    May 12, 18:43
    NEWS TAGGED SUPPLY CHAIN
    Tuesday 12 May 2026
    TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push
    TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI acceler...
    Tuesday 12 May 2026
    From substrates to servers, Taiwan industry gains from the AI infrastructure surge
    April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
    Tuesday 12 May 2026
    SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
    SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground...
    Tuesday 12 May 2026
    Samsung labor dispute rattles global supply chain
    Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
    Tuesday 12 May 2026
    China AI model boom pulls smartphone supply chain into ecosystem battle

    China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

    Tuesday 12 May 2026
    Taiwan AI server sales show gains spreading beyond TSMC

    Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

    Tuesday 12 May 2026
    Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
    Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
    Tuesday 12 May 2026
    Nvidia's modular AI strategy fuels Delta Electronics supplier boom

    AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

    Tuesday 12 May 2026
    Intel's revival secret: Suppliers with TSMC's stamp of approval
    With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.
    Tuesday 12 May 2026
    Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
    SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
    Tuesday 12 May 2026
    Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

    Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

    Monday 11 May 2026
    For India's chip dream, Lam Research points beyond fabs
    As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that...
    Monday 11 May 2026
    AMD's 2nm defection to Samsung dents TSMC's AI grip
    The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
    Monday 11 May 2026
    Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

    LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

    Monday 11 May 2026
    AI surge drives Taiwan push for second-source PCB materials as market booms
    The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook