On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...
As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...
Following Intel's major global wafer fab plan cuts, including halting projects in Germany and Poland, GlobalFoundries (GF) and STMicroelectronics (ST) have faced fresh scrutiny over...
Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply...
Lam Research, a leading supplier of semiconductor manufacturing equipment dubbed the "US version of ASML," capped off fiscal 2025 with stellar performance, fueled by surging AI demand...
Techman Robot, a global leader in collaborative robotics, has helped Jinpao Precision (JPP), a high-tech manufacturer of precision metal components, complete a large-scale automation...
Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the...
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...
Corning and Meta Platforms have agreed to a multiyear deal valued at up to US$6 billion to supply optical fiber, cable, and connectivity solutions for Meta's US data center expansion...
The optical film industry is undergoing significant upheaval as disruptions in the red supply chain force manufacturers to rethink their business models. Taiwan-based Efun Technology...
As the Trump administration intensifies its push for US-based semiconductor manufacturing, Micron recently held a groundbreaking ceremony for its planned megafab in the town of Clay,...
The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and...
The removal of US tariffs on Taiwan's machine tools has leveled the playing field with major competitors Japan and South Korea, offering some relief to the industry. However, while...
