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    US ban on Chinese optical modules could disrupt AI supply chain
    Aug 6, 18:42
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    Aug 6, 18:42
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    Aug 6, 18:42
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    Aug 6, 18:42
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    Aug 6, 18:42
    China auto exports shift from price wars to value wars
    Aug 6, 18:42
    NEWS TAGGED SUPPLY CHAIN
    Friday 7 August 2026
    Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries
    Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers...
    Friday 7 August 2026
    Ex-White House official urges South Korea to avoid excessive digital regulation
    Former White House National Security Council chief of staff Alexander Gray has called on South Korea to deepen supply chain cooperation with the US and avoid following the European...
    Friday 7 August 2026
    Taiwan business optimism eases in the third quarter as supply chains soften
    Dun & Bradstreet said Taiwan business confidence slipped slightly in the third quarter of 2026, with its Taiwan Business Optimism Insights survey measuring an overall index of...
    Thursday 6 August 2026
    SpaceX losses don't shake confidence as Taiwan suppliers double down on long-term opportunities
    SpaceX's first earnings report since going public showed that second-quarter 2026 revenue surged 92% year-over-year to US$7.81 billion, while the company still posted a net loss of...
    Thursday 6 August 2026
    Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap
    Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet progress on major offshore wind projects has slowed significantly.
    Thursday 6 August 2026
    Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
    Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...
    Thursday 6 August 2026
    Commentary: Why China's AI optical-module dominance is Washington's next target

    The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

    Thursday 6 August 2026
    Machvision July revenue hits record as AI and PCB demand strengthens
    Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
    Thursday 6 August 2026
    US weighs Chinese optical transceiver ban, putting AI data center supply at risk

    The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the...

    Thursday 6 August 2026
    Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains
    Taiwan's aerospace industry has reached another milestone with the successful launch of the KOYO-1 CubeSat in July 2026, helping local suppliers advance further into the global space...
    Thursday 6 August 2026
    Microdisplay advances push AR glasses closer to mainstream adoption
    Taiwanese supply-chain players said new microdisplay designs and optical simulation tools are accelerating consumer augmented reality (AR) glasses adoption as the market shifts toward...
    Thursday 6 August 2026
    Myson Century expands health supplement business into Malaysia
    Myson Century is taking its Chun Ho Biotech brand overseas through an expansion into Malaysia as part of a broader push to build a one-stop health and wellness ecosystem. The Taiwanese...
    Wednesday 5 August 2026
    China halts US-based factory audits for CCC certification amid raging tech feud

    The US-China technology and supply chain conflict has spread to product certification, opening a new front beyond semiconductors and...

    Wednesday 5 August 2026
    Macroblock returns to profit as display demand and new products support outlook
    Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...
    Wednesday 5 August 2026
    Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
    After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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