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Wednesday 25 February 2026
Apple's budget MacBook set for March debut as component costs increase
Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
Thursday 19 February 2026
DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race
When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...
Sunday 15 February 2026
Column: Trump's US$1.5T defense dream hits rust-belt reality
US President Donald Trump has requested a fiscal year 2027 defense budget of US$1.5 trillion. This represents a nearly 50% increase from fiscal year 2026's roughly US$1 trillion. Trump's...
Sunday 15 February 2026
Why is TSMC spending $45bn so early?

Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto,...

Monday 9 February 2026
Takaichi's election victory clears path for Japan's chip sovereignty, military buildup
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing...
Friday 6 February 2026
India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment
India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic...
Monday 2 February 2026
Kinsus approves US$744M ABF expansion on clear three-year demand outlook
Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...
Monday 2 February 2026
India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...
Saturday 31 January 2026
Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

Friday 23 January 2026
Taiwan reveals NT$1.25 trillion defense plan, targets 200,000-drone force

Taiwan's Ministry of National Defense has released select non-classified details of a special military procurement package totaling NT$1.25...

Friday 23 January 2026
'Freedom isn't free': AIT director pledges US backing for Taiwan's asymmetric warfare strategy, defense supply chain
The American Institute in Taiwan (AIT) Director Raymond Greene, on January 22, reaffirmed strong US support for Taiwan's defense modernization and defense-industry cooperation, underscoring...
Monday 12 January 2026
Trump calls for US defense budget hike to US$1.5 trillion, urges contractors to boost capacity
US President Donald Trump has publicly called for raising the 2027 US defense budget to US$1.5 trillion, a sharp increase of more than 50% from the current US$901 billion. In a social...
Friday 2 January 2026
Budget impasse halts Taiwan's first quantum-classical hybrid platform, undermining computing sovereignty
Taiwan's push to build strategic AI, robotics, and quantum computing infrastructure is facing delays after the National Science and Technology Council's (NSTC) NT$10.85 billion (approx...
Friday 2 January 2026
Taiwan's AI and robotics agenda stalls as legislative deadlock over 2026 budget continues
Taiwan's drive to scale artificial intelligence and robotics faces a critical setback as political deadlock in the Legislative Yuan blocks passage of the 2026 central government budget,...
Friday 2 January 2026
Budget delays risk sidelining Taiwan in 2026 silicon photonics and CPO takeoff, NSTC warns
Taiwan's National Science and Technology Council (NSTC) has raised concerns that prolonged delays in budget approvals could cause Taiwan to miss the critical 2026 global takeoff for...