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Friday 24 April 2026
AI PCB supply crunch squeezes margins on rising materials and energy costs
A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from...
Friday 24 April 2026
Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

Friday 24 April 2026
DIGITIMES Insight: SK Hynix's US HBM push sets up a showdown with Micron
SK Hynix Inc. has moved to deepen its presence in the US by building an HBM packaging and testing plant and planning a US stock exchange listing to raise capital — steps that...
Friday 24 April 2026
Largan, Sunny Optical target FAU in push toward CPO and AI optics
Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the...
Friday 24 April 2026
BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

Driven by geopolitical shifts and supply chain restructuring, Southeast Asia has become an important destination for Taiwanese electronics...

Friday 24 April 2026
Global PMX drives smart driving transformation with three key engines
Global PMX's shift from components maker to technology integrator could affect supply chains worldwide, as its push into electro-mechanical brakes, AI server cooling, and surgical...
Friday 24 April 2026
US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push
US Rare Earth has agreed to acquire Brazil-based Serra Verde Group in a US$2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare earth sector and a significant...
Thursday 23 April 2026
SpaceX eyes GPU push as Tesla taps Samsung for chip upgrade

SpaceX is exploring in-house production of graphics processing units (GPUs) as it cites potential chip supply constraints, even as Tesla...

Thursday 23 April 2026
Shining Victory wins first GM North America series production contract for pickup and SUV models
Shining Victory Motor Electronics secured a General Motors contract to supply components for pickup trucks and SUVs in the US starting from the first quarter of 2026, marking its North...
Thursday 23 April 2026
Taiwan's semiconductor equipment gap persists despite govt subsidies
With government incentives, Taiwan has achieved significant success in localizing display equipment, though the competitiveness of the display industry has declined considerably in...
Thursday 23 April 2026
SK Hynix to shift over half of NAND output to 321-layer chips
SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
Thursday 23 April 2026
Tesla's US$25 billion investment push signals shift to AI and automation
Tesla reported steady first-quarter results while outlining an aggressive expansion into artificial intelligence, robotics, and energy — a strategy that executives say will define...
Thursday 23 April 2026
Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
Thursday 23 April 2026
TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV
TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven...
Thursday 23 April 2026
Google debuts TPU 8t and 8i as AI workloads diverge
Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...