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Tuesday 27 January 2026
Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough
Taiwan has obtained a preferential tariff rate of 15% on automotive parts under the US' Section 232 policy, prompting swift action from domestic suppliers to capitalize on improved...
Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Tuesday 27 January 2026
Analysis: Why Foxconn and Hotai are targeting Japan's toughest market
Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before.
Tuesday 27 January 2026
Memory chip super cycle opens door for China to challenge South Korea
The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry...
Tuesday 27 January 2026
Yageo leads chip resistor price hikes, Walsin follows
Price increases are spreading through the passive components industry as clearer pricing signals from market leaders accelerate the trend across the supply chain. Products ranging...
Tuesday 27 January 2026
TSMC's capex surprise reveals blind spots in semiconductor forecasting
TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
Monday 26 January 2026
Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
Strategies of Nvidia, Arm, Qualcomm for AI ASIC

Introduction

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...
Monday 26 January 2026
TAISIC Materials shifts focus to high-end SiC substrates
Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a...
Monday 26 January 2026
Blue Origin's new satellite network eye enterprise and govt sectors
Blue Origin announced plans to deploy TeraWave, a new satellite communication network designed to provide up to 6Tbps of global data transmission capacity, starting in the fourth quarter...
Monday 26 January 2026
Nvidia CEO's first 2026 China visit seeks to clarify H200 chip sales and compliance
Nvidia CEO Jensen Huang made a quiet entrance into Shanghai for his first China visit of 2026, landing at the company's new office—strategically positioned just 300 meters from...
Monday 26 January 2026
Nvidia CEO heads to India AI summit as tech giants vie for emerging market
Nvidia CEO Jensen Huang arrived in China on January 23, 2026, following company tradition by attending Nvidia's annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated...
Monday 26 January 2026
China's computing power market starts 2026 in turmoil
China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors...
Monday 26 January 2026
Taiwan firms face defense market barriers despite US tariff cut
The US decision to cut tariffs on Taiwanese goods to 15% signals deeper cooperation in semiconductors, defense, and AI. However, Taiwanese firms still face high barriers entering tightly...