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    South Korea turns defense contracts into quantum's commercialization launchpad
    18min ago
    Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains
    18min ago
    Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
    18min ago
    Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO
    18min ago
    China's OSATs chase bigger role as AI chips strain packaging supply
    40min ago
    As Hormuz crisis hits South Korea, Arctic route gains strategic weight
    41min ago
    Phison taps overseas bond market for US$800 million storage push
    41min ago
    CXMT profit surge shows limits of China's DRAM push
    42min ago
    Commentary: Musk, Huang, and H200—Nvidia's last chip in China
    42min ago
    Intel prioritizes high-end CPUs as AI demand tightens global supply
    42min ago
    US military to send personnel to Ukraine to learn drone and battlefield networking lessons
    43min ago
    Memory shortage cuts smartphone OLED shipments in 1Q26
    May 19, 18:31
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
    May 19, 18:31
    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
    May 19, 18:31
    China seeks South Korean chip suppliers to bypass US controls
    May 19, 18:31
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    May 19, 18:31
    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
    May 19, 18:31
    NEWS TAGGED 2025
    Tuesday 19 May 2026
    Analyzing XFusion's global server expansion: strategic supply chain routes, regional dynamics, and pricing trends

    Introduction

    Tuesday 19 May 2026
    Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
    TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
    Tuesday 19 May 2026
    Satellite communications boom drives Winsemi, AWSC into W band
    SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp...
    Tuesday 19 May 2026
    Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals
    Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market.
    Tuesday 19 May 2026
    Silergy Gen4 ramps early as AI and auto demand drive 2026 growth above 20%
    Silergy, a major power management IC (PMIC) supplier, said its new Gen4 products ramped ahead of schedule in the first half of the year, as tight PMIC supply supported growth in AI...
    Monday 18 May 2026
    Prosperity Dielectrics sees AI server power customers chasing MLCC supply
    Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
    Monday 18 May 2026
    TSMC's Japan fab signals a turning point for overseas manufacturing

    TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone...

    Monday 18 May 2026
    Lianyou Metals rides tungsten, cobalt squeeze to record quarter

    Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand...

    Monday 18 May 2026
    Taiwan ICT firms push global AI supply chain expansion with TEEMA Science Park 3.0
    Taiwan's information and communications technology (ICT) sector has reinforced its central role in the global artificial intelligence supply chain and unveiled an overseas expansion...
    Monday 18 May 2026
    Analysis: Memory crunch opens IPO window for China’s CXMT
    China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...
    Monday 18 May 2026
    Lotes holds prices to gain share as server and AI connectors drive record revenue
    Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that...
    Saturday 16 May 2026
    AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
    Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
    Friday 15 May 2026
    Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026

    Introduction

    Friday 15 May 2026
    AI servers squeeze ODM margins as consignment gains traction
    As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
    Friday 15 May 2026
    Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
    Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...
    1/263 pages
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook