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    NEWS TAGGED DISRUPTION
    Friday 24 April 2026
    Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

    Geopolitical tensions in the Middle East and the blockade of the Strait of Hormuz since early March 2026 are beginning to ripple through...

    Tuesday 21 April 2026
    Middle East conflict drives Shin-Etsu Silicone price hike; Topco to follow suit
    Global energy and petrochemical supply chains are facing disruption from the Middle East conflict, driving up costs from crude oil to downstream industrial materials. These shifts...
    Tuesday 21 April 2026
    Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure
    In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
    Sunday 19 April 2026
    Wage protests in Northern India disrupt electronics output as Uttar Pradesh raises pay
    Worker protests broke out in mid-April across the Noida–Greater Noida industrial belt, a major center for smartphone and electronics manufacturing, disrupting factory operations...
    Saturday 4 April 2026
    Samsung strike threat clouds PMIC, mature-node outlook
    Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
    Friday 20 March 2026
    HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain
    The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first...
    Thursday 19 March 2026
    Gulf crisis drives up petrochemical and semiconductor costs
    As fighting in the Middle East continues, the closure of the Strait of Hormuz has sent shockwaves through global energy and petrochemical markets. The disruption is already rippling...
    Thursday 19 March 2026
    Hormuz blockade triggers domino effect across semiconductor supply chain
    Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
    Friday 13 March 2026
    War engulfs the Gulf: worst aviation crisis since Covid
    The war in the Middle East has triggered the most severe disruption to Gulf aviation hubs since the Covid-19 pandemic, forcing airlines to suspend flights and reroute global travel...
    Thursday 26 February 2026
    US rushing to reshore semiconductor production
    The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn...
    Friday 13 February 2026
    Anthropic's hive-mind model sets a new pace for AI development
    Since the generative AI boom of late 2022, the sector has seen fresh disruption in 2025 and 2026, with startups DeepSeek and Anthropic PBC's Claude Cowork driving waves of change that...
    Monday 2 February 2026
    Taiwan restarts offshore wind expansion, resetting strategy with 2026 floating turbine demo
    After years of disruption, Taiwan's offshore wind sector is approaching a decisive inflection point in 2026. Development momentum was previously slowed by labor shortages during the...
    Thursday 22 January 2026
    Rising China-Japan tensions put semi materials in the spotlight

    As tensions between China and Japan escalate over export controls on rare earths and semiconductor materials, China is accelerating efforts...

    Sunday 28 December 2025
    TSMC operations stable after magnitude 7.0 quake, Taiwan's third largest in 26 years

    Taiwan Semiconductor Manufacturing Co. (TSMC) confirmed that its personnel are safe and facility safety systems are functioning normally following...

    Tuesday 16 December 2025
    Notebook market may see second consecutive year of seasonal demand distortion in 2026
    The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook