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    Exclusive: AI-driven demand and chip price hikes raise fears of another car chip shortage
    2h 24min ago
    China auto market slumps as exports face rising geopolitical risk
    2h 25min ago
    Exclsuive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
    2h 25min ago
    Apple price hikes raises questions for device upgrade timing
    2h 25min ago
    Commentary: ASML's race to catch u p shows AI's real bottleneck isn't chips — it's cleanrooms
    2h 25min ago
    China reveals first official commercial space member list, backing mature players and NTN chain
    2h 25min ago
    NEWS TAGGED SUPPLY CHAIN
    Thursday 16 July 2026
    AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
    Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
    Thursday 16 July 2026
    Beyond AI: Resilient consumer demand widens semiconductor supply crunch
    Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
    Thursday 16 July 2026
    InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
    As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...
    Thursday 16 July 2026
    Commentary: Xi Jinping elevates Sovereign AI, diplomacy, ecosystems into China's next AI strategy

    The 2026 World Artificial Intelligence Conference (WAIC) opens in Shanghai on July 17, with Chinese President Xi Jinping set to attend...

    Thursday 16 July 2026
    Hanmi, Hanwha clash in court over HBM equipment patents
    Hanmi Semiconductor and Hanwha Semitech clashed in a Seoul courtroom over patents covering thermocompression bonders, or TC bonders, critical equipment used to stack DRAM chips vertically...
    Thursday 16 July 2026
    India trims chip subsidies but widens their reach as it courts electronics supply chain away from China
    India approved two large incentive packages on July 15 that together recast how New Delhi subsidizes electronics manufacturing: learner-per-project chip subsidies spread across a much...
    Thursday 16 July 2026
    Commentary: CXMT IPO binds China's DRAM supply chain into one ecosystem

    CXMT's STAR Market IPO has become more than a fundraising exercise. The strategic placement roster shows how China's largest DRAM maker...

    Thursday 16 July 2026
    Taiwan power device makers gain from automotive inventory buildup and order shifting
    Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
    Thursday 16 July 2026
    TPV Technology expects first-half loss as costs rise and global competition intensifies
    TPV Technology said it expects to remain in the red in the first half of 2026, underscoring how higher materials costs, supply chain shifts, and intense price competition could continue...
    Wednesday 15 July 2026
    Lenovo says US ThinkBook models do not use YMTC SSDs
    Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit...
    Wednesday 15 July 2026
    Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains
    Taiwanese outbound investment rose more than 50% over the past five years, with manufacturers directing a growing share of capital toward the United States and ASEAN as global supply...
    Wednesday 15 July 2026
    MediaTek beats Qualcomm and Samsung to secure Pixel 11's modem slot

    MediaTek has widened the reach of its 5G modem chips beyond its own smartphone SoC platforms, pushing deeper into overseas sales in...

    Wednesday 15 July 2026
    Taiwan auto market rebounds as replacement demand lifts second-half outlook
    Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
    Wednesday 15 July 2026
    Taiwan's memory sector in June delivers standout performance by a wide margin
    Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year —...
    Wednesday 15 July 2026
    Taiwan auto parts makers look to overseas expansion as turmoil in China's auto market worsens

    China's auto market remained volatile in the second quarter of 2026, even though new energy vehicles (NEV) and emerging brands continued...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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