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    As Nvidia goes to zero in China, Beijing races to fill the void
    1min ago
    Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst
    7min ago
    SEMICON SEA 2026: the trillion-dollar chip era is already here
    10min ago
    South Korea seeks memory-centric AI architecture to challenge Nvidia-led order
    May 4, 17:58
    Tesla’s AI5 dual-source plan may not give Samsung equal weight
    May 4, 17:58
    NEWS TAGGED SUPPLY CHAIN
    Tuesday 5 May 2026
    Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy
    Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...
    Tuesday 5 May 2026
    MediaTek ASIC surge puts 60% revenue share within reach
    MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...
    Tuesday 5 May 2026
    Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition
    Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...
    Monday 4 May 2026
    Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in
    China's supply chain is laying the groundwork for a structural shift in car ownership and product lifecycles, as the concept of disposable cars takes shape amid rapid change in global...
    Monday 4 May 2026
    Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs
    Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund managers and a major developer of offshore wind projects across Asia Pacific, says...
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Monday 4 May 2026
    Taiwan moves to close the gap on semiconductor equipment self-sufficiency
    Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's...
    Monday 4 May 2026
    Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
    Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...
    Monday 4 May 2026
    United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
    United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...
    Monday 4 May 2026
    SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging
    SEMICON SEA 2026 convened from May 5 to 7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur to showcase Malaysia's expanding role in the global semiconductor...
    Monday 4 May 2026
    Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
    The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...
    Monday 4 May 2026
    BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
    BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical...
    Monday 4 May 2026
    AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
    Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
    Monday 4 May 2026
    Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies
    Amid shifting geopolitics, collaboration between Europe's electronic warfare expertise and Taiwan's leading supply chain capabilities could materially change how democratic allies...
    Friday 1 May 2026
    OpenAI demand doubts cast shadow over AI server supply chain

    OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

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    TechForum0520
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook