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    Friday 11 September 2026
    Why Chinese automakers' aggressive push only further tightens CATL's grip
    Supply diversification has long been a recurring — and difficult — issue confronting the high-tech manufacturing ecosystem. But efforts to diversify component and materials...
    Friday 11 September 2026
    Memory makers gain the upper hand as Apple's iPhones pay the price
    Apple has raised prices on both its new iPhone 18 Pro series and older models, including the iPhone 17, as rising memory costs push up component expenses.
    Friday 11 September 2026
    Global drone supply chain accelerates de-China shift, Taiwan wins

    Foreign drone makers are increasingly turning to Taiwan as a hub for non-China drone supply chains, drawn by the island's component...

    Friday 11 September 2026
    FCC closes a chip-level loophole while media debate another White House retreat

    A rule published in the Federal Register on September 11 pushes US communications supply-chain...

    Friday 11 September 2026
    Apple's foldable arrives late to a supply chain already moving on
    Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese...
    Thursday 10 September 2026
    AI server ODMs face widening component mismatches, with shortages reaching 15–20%
    Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...
    Wednesday 9 September 2026
    AI servers push Asus' August revenue up 51%
    Asus reported consolidated revenue of NT$94.96 billion (US$3.02 billion) in August 2026, up 12.87% from July and 51.17% from a year earlier — the second-highest monthly figure...
    Wednesday 9 September 2026
    Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

    Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung...

    Wednesday 9 September 2026
    Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient
    Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory...
    Tuesday 8 September 2026
    Samsung speeds silicon photonics test plan with TSMC-vetted probe vendors
    Samsung Electronics has moved to accelerate its silicon photonics push by using the same test partners selected by Taiwan Semiconductor Manufacturing Co. for key validation work, according...
    Tuesday 8 September 2026
    India's IndieSemiC targets 3 to 5 million Wi-Fi camera modules as local CCTV rules spur demand
    Indian chip design company IndieSemiC is targeting shipments of 3 to 5 million locally made Wi-Fi modules in FY27-28, betting that security requirements for CCTV equipment will encourage...
    Monday 7 September 2026
    Largan expects higher September output after sixth land acquisition
    As the countdown to Apple's latest iPhone launch enters its final stretch, market attention is zeroing in on Taiwanese optical component suppliers. Leading lens maker Largan Precision...
    Friday 4 September 2026
    Analysis: Physical AI upgrades autonomous driving and lifts Taiwan supply chains
    As end-to-end (E2E) autonomous driving architectures gradually become mainstream, the inference demands of physical AI are driving radical transformations in automotive system-on-chip...
    Tuesday 1 September 2026
    AI server demand lifts Japanese capacitor shipments by 22% in first half of 2026
    Japanese electronic component shipments rose in the first half of 2026 as demand from AI servers drove strong growth in capacitors and other parts. According to Nikkei and...
    Tuesday 1 September 2026
    Chinese smartphone brands raise prices as component costs climb
    Several Chinese smartphone brands raised prices across entry-level and premium models on September 1, citing IT Home, Antutu, MyDrivers and Sina. The increases coincided with the start...
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    BIZ FOCUS
    Sep 11, 08:00
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Thursday 10 September 2026
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
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