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Tuesday 17 March 2026
Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier
Frequent global conflicts in recent years have sharply driven up demand for drones, prompting many countries to accelerate the development of related industries. Backed by government...
Tuesday 17 March 2026
As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain
As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...
Monday 16 March 2026
India's 2026 budget targets semiconductor supply chain with five-year tax exemptions and near-zero import duties
India's Union Budget 2026 has introduced a comprehensive set of tax exemptions and duty-free incentives aimed at securing a larger share of the global technology supply chain, though...
Monday 16 March 2026
Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry...

Monday 16 March 2026
AI boom fuels cargo surge at Taoyuan Airport's free trade zone
Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...
Monday 16 March 2026
AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
Monday 16 March 2026
AI server tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip
Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...
Sunday 15 March 2026
SpeedTech enters LEO satellite supply chain, eyes double-digit growth
SpeedTech said it plans to deepen its presence in the low-Earth orbit (LEO) satellite supply chain in 2026 as part of a broader strategy to diversify across multiple industries. The...
Sunday 15 March 2026
PCB supply chains feel the heat of Middle East
The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...
Friday 13 March 2026
AI server tracker: February revenue highlights across testing, design services, and rail kits

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing,...

Friday 13 March 2026
Chip material prices double, compound semiconductor supply chain on alert

The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound...

Friday 13 March 2026
China's NDRC warns memory price surge spreading across electronics supply chain
China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...
Friday 13 March 2026
Drone, robotics boom fuels Taiwan carbon fiber demand
Surging demand for unmanned vehicles is driving renewed interest in lightweight materials, as endurance limitations remain a key obstacle to large-scale commercialization. The trend...
Friday 13 March 2026
Taiwanese chipmakers target drone market at Embedded World 2026

Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared...

Friday 13 March 2026
Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...