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Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Wednesday 22 October 2025
Coupang signs LOI with MOEA to expand Taiwan logistics infrastructure
Coupang announced on October 21 that it signed a letter of intent (LOI) with Taiwan's Ministry of Economic Affairs (MOEA) to jointly promote retail innovation and supply chain resilience...
Wednesday 22 October 2025
Will TSMC's 2nm price hike force Qualcomm and MediaTek to switch orders to Samsung?
As TSMC raises its 2nm prices, rumors have emerged suggesting Qualcomm and MediaTek might shift orders to Samsung. The speculation has gained traction in industry circles, with some...
Wednesday 22 October 2025
China's AI glasses are prototypes no more: Alibaba, Baidu just made them a market
The AI wave shows no sign of slowing, and AI glasses have become the next frontier where technology meets wearables, following smartphones and wireless earbuds. As of late 2025, China's...
Tuesday 21 October 2025
Taiwan government reassures chip ecosystem will stay local despite US pressure
Vice President Bi-khim Louise Hsiao's recent remarks on the US's 50-50 chip production proposal have drawn widespread attention. She stated that Taiwan's semiconductor presence is...
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...
Tuesday 21 October 2025
Anduril founder Palmer Luckey urges Taiwan to leverage tech edge as defense
Anduril Industries founder Palmer Luckey says Taiwan's semiconductor and manufacturing ecosystem gives it a decisive advantage in a world where technology and defense are increasingly...
Monday 20 October 2025
Intel CEO courts Saudi Arabia for chip manufacturing partnership
Intel CEO Lip-Bu Tan met recently with Saudi Arabia's Minister of Communications and Information Technology, Abdullah Al-Swaha, to discuss potential collaborations in semiconductor...
Monday 20 October 2025
Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks
The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...
Monday 20 October 2025
South Korea forms task force amid China's rare earth crackdown
South Korea's Ministry of Trade, Industry and Energy (MOTIE) has launched a Rare Earth Supply Chain Task Force to shield domestic industries from China's tightened export controls.
Monday 20 October 2025
Tim Cook shifts focus from supply chain to connecting with China's Gen Z
Apple CEO Tim Cook received a custom Labubu during his recent visit to China, where he met with Pop Mart founder Wang Ning and Labubu creator Kasing Lung. This meeting has sparked...
Monday 20 October 2025
Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show
SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative...
Monday 20 October 2025
From Brussels to Beijing, new rules threaten global auto supply chain stability
The world's three largest auto markets—Europe, the United States, and China—are simultaneously undergoing a wave of regulatory and geopolitical shifts that analysts warn...
Friday 17 October 2025
Taiwan's US$1.44 billion bid to become Asia-Pacific's democratic drone hub
The Taiwanese government announced a major investment of NT$44.2 billion (US$1.36 billion) to develop a new fleet of advanced drones. The plan, unveiled on October 16, 2025, aims...
Friday 17 October 2025
China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order
The Dutch government's one-year freeze of Wingtech subsidiary Nexperia's assets, on the grounds of national security, has once again highlighted vulnerabilities in the semiconductor...