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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    6h 23min ago
    Memory price surge intensifies NB shortage through 2026
    6h 23min ago
    Commentary: What's the real game behind Arm's chip venture?
    6h 23min ago
    Chinese automakers face challenges in Mexico despite initial success
    6h 23min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    6h 23min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    6h 23min ago
    NEWS TAGGED SUPPLY CHAIN
    Wednesday 1 April 2026
    India accelerates semiconductor push with Kaynes plant launch
    India is stepping up its semiconductor ambitions as a new domestic plant begins production, underscoring efforts to build a resilient supply chain and position the country as a global...
    Wednesday 1 April 2026
    China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

    As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping...

    Wednesday 1 April 2026
    India to account for 10% of Micron's capacity, says official
    India is emerging in the global memory supply chain as Micron Technology scales production, with officials linking rising output to surging AI-driven demand and broader ambitions to...
    Wednesday 1 April 2026
    China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
    China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
    Wednesday 1 April 2026
    Hiroca enters Toyota supply chain with EV interior deal
    As competition in the global electric vehicle market intensifies, automakers are increasingly turning to cabin design as a key differentiator. Hiroca Holdings appears to be capitalizing...
    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
    Tuesday 31 March 2026
    India approves new electronics component projects to deepen domestic supply chain
    India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts...
    Tuesday 31 March 2026
    South Korea invests US$166 million in chip startup Rebellions

    South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions,...

    Tuesday 31 March 2026
    DDI price hikes mainly aim to pass on costs, not boost profits
    The recent surge in display driver IC (DDI) price hikes has spread from China to Taiwan, with reports indicating that Taiwanese DDI design firms will begin raising prices starting...
    Tuesday 31 March 2026
    Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

    Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

    Tuesday 31 March 2026
    Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
    Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...
    Tuesday 31 March 2026
    China's analog chip price surge spreads, benefiting mature AI process assets
    As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...
    Tuesday 31 March 2026
    Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
    Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
    Tuesday 31 March 2026
    Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
    Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook