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Thursday 27 November 2025
Foxconn aims to double Vietnam revenue as AI server demand surges
Foxconn Industrial Internet (FII) plans to double its revenue in Vietnam to US$20 billion in 2026, driven largely by surging demand for AI server systems and components purchased...
Thursday 27 November 2025
India launches US$820 million plan to build local rare earth magnet industry
India has announced a major push to localize production of rare earth permanent magnets (REPM), unveiling an INR72.80 billion (US$820 million) scheme aimed at reducing import dependence,...
Thursday 27 November 2025
Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance
The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such...
Wednesday 26 November 2025
Taiwan unveils US$40B defense boost to accelerate kill chain capabilities and secure key supply chains
Taiwan's President Lai Ching-te Lai has proposed an additional NT$1.25 trillion (US$40 billion) defense budget to accelerate asymmetric warfare development, expand AI-enabled kill...
Wednesday 26 November 2025
TEL absent from TSMC annual awards following 2nm leak incident
Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is...
Wednesday 26 November 2025
D-Link turns profitable with 9.3% revenue growth in 3Q25
Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative...
Wednesday 26 November 2025
Global data center AI chip packaging market forecast, 2024-2030
Technological Backbone and Future Platforms
Wednesday 26 November 2025
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints...
Tuesday 25 November 2025
Ubtech estimates 20-30% annual reduction in humanoid robot manufacturing
Chinese humanoid robot maker Ubtech Robotics said that in benefiting from China's manufacturing scale and supply chain advantages, the manufacturing cost of humanoid robots could...
Tuesday 25 November 2025
Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...
Monday 24 November 2025
Taiwan emerges as key alternative for US automakers accelerating China exit
Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut...
Monday 24 November 2025
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Despite Nvidia's strong third quarter of fiscal 2026 performance, surpassing forecasts for 12 consecutive quarters, global market concerns over AI remain. According to supply chain...
Monday 24 November 2025
Exclusive: Lenovo stays insulated from DRAM crunch with Samsung ties, China supply priority
The memory shortage is rippling through the PC supply chain, prompting vendors to scramble for DRAM allocations at upstream suppliers. Industry sources say senior Asus executives...
Monday 24 November 2025
Intel's EMIB becomes potential alternative to TSMC's CoWoS
TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...
Saturday 22 November 2025
Taiwan boosts drone industry with new chip subsidies and industrial park
Taiwan is stepping up efforts to expand its drone ecosystem as governments worldwide race to secure autonomous systems and related supply chains. The Executive Yuan and the National...