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Wednesday 7 January 2026
CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI...

Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Tuesday 6 January 2026
Chinese chipmakers confront yield challenges despite localization push
China is speeding up efforts to localize its semiconductor supply chain to overcome US restrictions on high-end technology exports. Supply chain sources acknowledge that while Chinese...
Monday 5 January 2026
GTOC signs 5-year US defense deal for aerospace glass conformal antennas
G-Tech Optoelectronics (GTOC), a glass processing subsidiary of Hon Hai Precision Industry (Foxconn), announced it has signed a five-year framework agreement with a US defense systems...
Monday 5 January 2026
Taiwan fortifies silicon shield with 2026 push to set global chip agenda
As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again...
Monday 5 January 2026
Foxconn reportedly emerges in supply chain reports tied to OpenAI's rumored AI devices
OpenAI is accelerating plans to enter the consumer hardware market, with reports indicating that the company is preparing a new voice-focused AI model to underpin its first generation...
Monday 5 January 2026
Taiwan ramps up drone procurement in 2026, testing mass-production capacity
Taiwan is set to dramatically scale up its military drone production starting in 2026 as the Ministry of National Defense prepares to order nearly 50,000 units, a move intended to...
Friday 2 January 2026
IC substrates and networking PCBs grow; materials and equipment face shortages
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...
Friday 2 January 2026
Vietnam urges Intel to boost semiconductor backend capacity
The Vietnamese government is urging Intel to further grow its semiconductor packaging and testing capabilities in the country, seeking to strengthen the nation's role in the global...
Friday 2 January 2026
Power supply chain weighs price hikes, long-term contracts as copper price increases
In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...
Friday 2 January 2026
Foxconn partners with Pace CCS to advance carbon capture tech in Taiwan
Foxconn (Hon Hai Precision) has teamed up with UK-based carbon capture and storage (CCS) design firm Pace CCS to establish a joint laboratory in Taiwan, focusing on developing corrosion-prevention...
Thursday 1 January 2026
Spirox to ship self-developed TSV inspection equipment in 1H26, easing wafer fab bottlenecks
Veteran semiconductor equipment distributor Spirox has successfully entered the advanced packaging supply chain in the second half of 2025 with its self-developed advanced optical...
Wednesday 31 December 2025
Foxconn's FIH Mobile may start new smartphone product development in Vietnam by 2026
Under ongoing geopolitical risks and rising tariff barriers, Foxconn Technology Group's smartphone assembler FIH Mobile plans to shift part of its new product introduction (NPI) operations...
Wednesday 31 December 2025
Wah Lee acquires Jing De Gases to enter semiconductor specialty gas blending market
Driven by the expansion of artificial intelligence (AI) and semiconductor capacity, demand for specialty gases is rising. To secure a position in the local supply chain, high-tech...