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Wednesday 29 April 2026
Seagate sees agentic AI beginning to lift HDD demand
Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
Wednesday 29 April 2026
Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
Wednesday 29 April 2026
China's GPU IPO wave meets its hardest test: cluster stability
China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
Wednesday 29 April 2026
Commentary: China's chip-model strategy pressures Nvidia's AI economics
The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
Wednesday 29 April 2026
Memory test capacity stays high as substrate prices may rise in 2Q26
The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
Tuesday 28 April 2026
Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains
Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins,...
Tuesday 28 April 2026
Chinese automakers use supply chain shifts to bypass US trade barriers
Faced with escalating trade barriers from the US, Chinese automakers are adopting a "buffer route" strategy by using Canada and Mexico as transit points to enter the US market, while...
Monday 27 April 2026
Commentary: DeepSeek reframes AI competition around efficiency, not scale
When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...
Monday 27 April 2026
Evergreen warns higher oil costs will complicate 2026 planning and cloud fourth-quarter demand
Evergreen Marine Corp. said rising international oil prices driven by Middle East hostilities are expected to push up fuel cost ratios in the second quarter of 2026, complicating voyage...
Monday 27 April 2026
DeepSeek cuts API prices 90%, sets new global low for LLM services
DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its...
Monday 27 April 2026
Everlight ramping up in optical communications, supported by automotive and invisible light
As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering...
Sunday 26 April 2026
Commentary: Sodium batteries reset EV cost structure and supply chain balance

For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply...

Friday 24 April 2026
Chipmakers face higher cost pressure as packaging outpaces foundry price hikes
In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers...
Friday 24 April 2026
AI PCB supply crunch squeezes margins on rising materials and energy costs
A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from...
Friday 24 April 2026
Analysis: Energy costs drive shift towards hybrids and EVs
Rising geopolitical tensions and the resulting surge in energy prices have pushed global crude oil costs higher, intensifying what some analysts describe as "green inflation" as higher...