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Monday 17 August 2026
Lightmatter sets optical interconnect blueprint as AI hits copper wall

AI data centers are approaching a physical limit: as scale-up architectures stretch across multiple racks and SerDes speeds near 448G,...

Monday 17 August 2026
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
Monday 17 August 2026
Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady...

Monday 17 August 2026
Taiwan extends graduate stays to 2 years to ease talent shortages
Taiwan has begun allowing overseas Chinese and foreign graduates with associate degrees or higher to extend their residence for up to two years, a change that has already driven a...
Monday 17 August 2026
India draws 20 bids for rare earth magnet manufacturing scheme
India's Ministry of Heavy Industries (MHI) has received 20 bids from domestic and global companies under its scheme to promote manufacturing of sintered rare earth permanent magnets...
Monday 17 August 2026
Tata succession clouds outlook for chips, clean energy, data centers

Tata's leadership transition may shape the pace of one of India's biggest industrial bets. The group's planned spending on chips, clean...

Monday 17 August 2026
Apple reportedly builds China-specific AI model with Alibaba as Qwen partnership deepens
Apple has trained a large language model (LLM) specifically for the Chinese market with support from Alibaba, according to Reuters, marking a shift from its previous reliance...
Monday 17 August 2026
Apple faces US pressure over potential Chinese memory chip sourcing
The Trump administration is pressing Apple to find alternatives to Chinese memory suppliers as the company weighs ways to navigate a global memory shortage that has sharply increased...
Monday 17 August 2026
AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
Monday 17 August 2026
Modi pledges more chip plants, mass AI training, and an export push in Independence Day address
Prime Minister Narendra Modi used India's 80th Independence Day address from the Red Fort on August 15 to tie semiconductor manufacturing, artificial intelligence training, and trade...
Monday 17 August 2026
AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
Monday 17 August 2026
India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

Monday 17 August 2026
FSC plans MLPC trial production by end-2026 in passive component push
FS said it plans to begin trial production and shipments of high-end MLPC stacked solid-state capacitors by the end of 2026 as it expands beyond plastic injection molding machines...
Monday 17 August 2026
Fu Chun Shin lifts second quarter margins on stronger electronics demand
Fu Chun Shin Machinery said rising investment in smart manufacturing and AI infrastructure lifted demand for high-precision, high-efficiency, and intelligent equipment across ICT,...
Sunday 16 August 2026
Interview: Orbbec bridges physical AI data gaps with robot-free platform

As physical AI and robotics draw unprecedented market attention, a key bottleneck is clogging the deployment pipeline: quality, real-world...