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    TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
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    NEWS TAGGED SUPPLY CHAIN
    Thursday 16 April 2026
    Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond

    Introduction

    Thursday 16 April 2026
    China tightens rules against foreign supply chain decoupling
    The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China's supply chain. The new rules...
    Thursday 16 April 2026
    Rising component costs could shrink smartphone shipments by over 10% in 2026
    Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...
    Thursday 16 April 2026
    Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown
    The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages...
    Thursday 16 April 2026
    Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing
    Taiwan's retreat from China's investment is reshaping global supply chains, prompting companies and governments to reassess industrial ties, trade flows, and economic security. The...
    Thursday 16 April 2026
    US tightens ban on Chinese components, reshaping robotics supply chains

    Washington's push to purge Chinese links from critical supply chains is hardening, and the effects are rippling through the global robotics...

    Thursday 16 April 2026
    Taiwan's auto industry faces costly crossroads in age of AI

    Stepping into the halls of the 360° Mobility Mega Shows, one is struck not by the usual crush of visitors but by the relative calm....

    Thursday 16 April 2026
    TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
    TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...
    Thursday 16 April 2026
    China reportedly considers export curbs on advanced solar manufacturing equipment to the US
    Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters...
    Wednesday 15 April 2026
    South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
    Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions...
    Wednesday 15 April 2026
    China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
    China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
    Wednesday 15 April 2026
    India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs
    India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery...
    Wednesday 15 April 2026
    Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
    Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
    Tuesday 14 April 2026
    Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research

    The annual "360°MOBILITY Mega Shows," a major gathering for the auto parts and mobility industry, opens on the 14th, drawing heightened...

    Tuesday 14 April 2026
    Huawei backs optical chip push through photonics supplier investment
    AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...
    1/79 pages
    Research Report Database
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook