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Friday 17 April 2026
OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity,...

Friday 17 April 2026
Apple highlights record progress in recycled materials across products
Apple has announced what it describes as its highest-ever use of recycled materials across its product lineup, underscoring continued efforts to reduce environmental impact and move...
Friday 17 April 2026
Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

Friday 17 April 2026
EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Friday 17 April 2026
Taiwan and Japan solidify lead in transmission component market for humanoid robots
The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...
Thursday 16 April 2026
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...
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...