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    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    11h 22min ago
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    11h 22min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    11h 22min ago
    Memory supplier locks in capacity through 2027
    11h 22min ago
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    11h 22min ago
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    11h 22min ago
    NEWS TAGGED PRODUCTION
    Tuesday 3 March 2026
    AI server boom strains tantalum capacitors; MLCC substitution falls short
    The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
    Tuesday 3 March 2026
    China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

    By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

    Tuesday 3 March 2026
    Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
    Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...
    Monday 2 March 2026
    Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says
    The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin...
    Monday 2 March 2026
    Europe's battery industry faces strategic setback as high costs and technology gaps cede ground to Asian rivals
    Europe's domestic battery sector is in a structural crisis, with high costs, technological shortfalls, and project delays eroding its ability to compete with Asian manufacturers.
    Monday 2 March 2026
    Hyundai European hubs gain value as EU plans 70% local EV production rule
    The EU is preparing to tighten electric vehicle subsidy rules by requiring that 70% of automotive components — excluding batteries — be produced within the bloc. The proposed...
    Monday 2 March 2026
    Rapidus raises US$1.7 billion to support 2nm mass production by 2027
    Japan's state-backed chip venture Rapidus announced on February 27 that it has secured a total of JPY267.6 billion (about US$1.7 billion) in new funding from both government and private-sector...
    Monday 2 March 2026
    US deploys LUCAS drone in Iran strike, mirroring Iran's Shahed-136 combat entrance

    US Central Command (CENTCOM) confirmed that in its February 28 airstrike on Iran, it deployed for the first time the LUCAS (Low-Cost Uncrewed...

    Monday 2 March 2026
    Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
    Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing...
    Monday 2 March 2026
    Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027
    Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor...
    Monday 2 March 2026
    Arizona in the black: a milestone for TSMC—and Washington

    Taiwan Semiconductor Manufacturing Co. (TSMC) has reached a critical financial turning point in its high-stakes expansion into the American desert,...

    Monday 2 March 2026
    XTPL, Manz Partner for Ultra-Precise Dispensing Tech in Asia

    XTPL (WSE:XTP), a developer of Ultra-Precise Dispensing (UPD) technology for nanomaterial deposition, has entered a strategic partnership with Manz Asia to support the...

    Monday 2 March 2026
    Teamsworld Unveils AI-Driven Global Supply Chain Solutions

    Teamsworld Innovation Inc. announced its AI-powered manufacturing matchmaking platform, targeting multinational enterprises seeking to diversify supply chains. The platform...

    Monday 2 March 2026
    Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp
    Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...
    Sunday 1 March 2026
    Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
    Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook