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Tuesday 21 April 2026
Middle East transshipment and supply chain shifts double SE Asia freight rates
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...
Tuesday 21 April 2026
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
Monday 20 April 2026
AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB
AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...
Monday 20 April 2026
Odisha to break ground on India's first advanced 3D chip packaging unit
Odisha broke ground on India's first advanced 3D chip packaging unit on April 19, 2026, a move that could reshape global semiconductor supply chains by adding high-end heterogeneous...
Monday 20 April 2026
SDC's 8.6-gen OLED approaches 90% yield, expected to supply 2 million panels to Apple in 2026
According to industry sources cited by The Elec, Samsung Display's (SDC) 8.6G OLED line has recently surpassed an 85% yield rate, approaching the industry's "golden yield"...
Monday 20 April 2026
Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5
Memory makers are accelerating the phase-out of older mobile DRAM generations, with policies on LPDDR4 and DDR4 increasingly converging toward end-of-life (EOL) management as the industry...
Monday 20 April 2026
As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

The global retreat from 2D NAND flash production is no longer a possibility but an emerging certainty. As major memory makers exit the segment,...

Saturday 18 April 2026
TSMC's Q1 2026 earnings call: five signals hidden in plain sight
TSMC's first-quarter 2026 earnings call delivered the expected headline numbers — $35.9 billion in revenue, a 66.2% gross margin, and full-year revenue growth guidance raised...
Saturday 18 April 2026
Largan expects full capacity in 2H26; FAU customer details remain undisclosed
Leading optical lens manufacturer Largan Precision held its first-quarter 2026 earnings call on April 16, reporting consolidated revenue of NT$15.54 billion (approx. US$492.37 million)...
Saturday 18 April 2026
Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

Saturday 18 April 2026
Musk lines up chip suppliers, accelerates Terafab AI fab plan

Elon Musk is reportedly accelerating plans to build a vertically integrated AI chip complex, reaching out across the semiconductor supply...

Friday 17 April 2026
Honda plans deeper China capacity cuts, targets Guangzhou and Wuhan plants
Struggling with weak sales, Honda has decided to significantly scale back its vehicle production capacity in China, with cuts targeting plants in Guangzhou and Wuhan.
Friday 17 April 2026
Accelerating enterprise AI: Hardware advancements and compute architecture transformation
As generative AI moves from research and development into enterprise-scale deployment, the underlying AI infrastructure is undergoing a structural realignment driven by a new phase...
Friday 17 April 2026
Evalue launches 640kW ultra-fast charger, expanding fast-charging capacity
Taiwan's Fortune Electric Value Company (Evalue) has launched a 640kW ultra-fast DC charger capable of charging 800V EVs in 15–20 minutes, with support for up to five simultaneous...