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Tuesday 22 September 2026
Tesla speeds up Optimus mass production with China supply chain visits
Tesla is reportedly making new progress toward mass production of its Optimus humanoid robots, with the company's robot team conducting intensive supplier audits across China's Yangtze...
Tuesday 22 September 2026
Loyalty Founder Enterprise sees AI server expansion lifting growth outlook

Loyalty Founder Enterprise's push into AI servers, storage, and networking is beginning to boost scale and profitability, with implications...

Monday 21 September 2026
Syensqo showcased advanced materials enabling AI-era semiconductor manufacturing at SEMICON Taiwan 2026

Syensqo, a leading global supplier of advanced materials and chemical solutions, showcased its advanced materials portfolio for next-generation semiconductor manufacturing,...

Monday 21 September 2026
AMAX expands liquid-cooled data center in push beyond hardware

Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into infrastructure and engineering...

Monday 21 September 2026
India roundup: Semicon India 2026 puts commercial production and supplier investment in focus
India's semiconductor push is moving from policy to production, with new government funding, supplier investments, rising deal activity and expanding equipment, materials, testing...
Friday 18 September 2026
Corning to raise display glass substrate prices 15% from 4Q26
Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026,...
Friday 18 September 2026
CXMT eyes NAND amid global shortage, taking aim at YMTC

ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that would push China's leading DRAM...

Friday 18 September 2026
Micron's Taiwan investment passes US$47 billion as it rallies fab construction suppliers

Micron held a conference for Taiwanese suppliers on September 17 under the theme of building at speed and growing at scale. The event...

Tuesday 15 September 2026
Airbus weighs supplier stakes to relieve aerospace parts bottlenecks
Airbus is monitoring parts lead times across its supply chain and said direct equity stakes in, or takeovers of, subcontractors could be used in extreme cases to prevent supply disruptions...
Tuesday 15 September 2026
AI servers are eating MLCC capacity, Chinese suppliers are taking what's left

AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO)...

Tuesday 15 September 2026
Taiwan's Ministry of Economic Affairs builds flagship Taiwan pavilions at international expos to boost auto parts exports
The world's largest automotive aftermarket trade fair, Automechanika Frankfurt, was held in Germany from September 8 to 12. Taiwan's Ministry of Economic Affairs (MOEA) said Taiwan...
Monday 14 September 2026
AI labs ask to be slowed, Congress stirs, and Nvidia calls the alarm a sales pitch
The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the...
Thursday 10 September 2026
Apple's iPhone Duo raises the stakes for foldable smartphone cameras

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and...

Wednesday 9 September 2026
Ledlink Optics posts 21-month revenue high on AI server, auto demand
Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...
Wednesday 9 September 2026
LG Display wins Sharp OLED TV supply deal for 2026 turnaround
LG Display has reportedly become Sharp's sole OLED TV panel supplier in 2026, a shift that could help lift the South Korean maker's large-size OLED business into profit for the first...