Morgan Stanley said TSMC's advanced packaging allocation is expected to shift in 2027, as processor demand tied to agentic AI lifts AMD's CoWoS usage and reduces Nvidia's share. The...
Bioteq is increasing output at its Yilan Science Park plant, a move that could affect supply chains across Asia, Africa, and the Americas. As the company shifts more products and upgrades...
Foxconn is accelerating the geographic diversification of its global manufacturing capacity as AI server demand surges and supply-chain regionalization continues, with 2026 capex expected...
India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center...
The Chinese National Federation of Industries (CNFI), an industrial association representing the majority of manufacturing businesses in Taiwan, has released its 2026 white paper,...
Luxshare Precision posted a 40.16% rise in first-half 2026 revenue as rapid growth in automotive electronics, communications and data-centre products reduced its reliance on consumer...
Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC...
Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to...
Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands...
AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...
The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely...
The United Arab Emirates is considering backing a proposed 500 MW AI data center in Akita prefecture, Japan, after local officials met with the UAE ambassador on Aug. 19. The project,...
Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved...
India has announced an INR625 billion (US$6.53 billion) Mobile Phone Manufacturing Scheme aimed at moving the country's electronics industry beyond large-scale assembly and toward...
India's semiconductor strategy is entering a more demanding phase, shifting from attracting fabs and assembly plants toward building the capabilities needed to sustain them. From wafer...
