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    Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea
    9h 11min ago
    China tightens solar policy to cull excess TOPCon capacity
    9h 11min ago
    Taiwan retains control of the AI server ecosystem, but for how long?
    9h 11min ago
    Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies
    9h 11min ago
    AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains
    9h 11min ago
    SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields
    9h 11min ago
    NEWS TAGGED DISRUPTION
    Wednesday 20 May 2026
    Google I/O 2026: Stitch shakes up AI design and dev workflows
    Google's announcement of its Stitch AI design platform triggered immediate market reactions, raising substantial questions about the future of design professions, competitive dynamics...
    Wednesday 20 May 2026
    Sony, Nvidia, USC representatives discuss navigating the next wave of AI disruption
    At the Plug and Play Silicon Valley May Summit 2026, industry leaders from Sony, Nvidia, and USC gathered to discuss the next phase of the AI revolution during the opening panel discussion,...
    Tuesday 19 May 2026
    Samsung narrows bonus gap as payout split threatens strike deal
    Samsung Electronics and its South Korean labor union resumed talks on May 19 in a last-ditch effort to avert an 18-day strike set to begin May 21, with the two sides reportedly closing...
    Friday 15 May 2026
    Samsung shields chip lines as union sticks to strike plan

    Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks...

    Monday 11 May 2026
    Samsung strike threat puts memory output at risk as 18-day walkout looms
    A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point...
    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...
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    Research Report Database
    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