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Monday 23 March 2026
India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

India is rapidly positioning itself as a strategic hub for semiconductors, clean energy, and advanced...

Sunday 22 March 2026
Column: Drones redefine warfare, and the US wants to control who builds them
Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned...
Saturday 21 March 2026
Samsung orders 15M mid-range OLED panels from CSOT amid cost pressure
Samsung Electronics is reportedly shifting a significant portion of its mid-range smartphone OLED panel orders to China Star Optoelectronics Technology (CSOT) as rising memory prices...
Friday 20 March 2026
Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported operational disrupti...
Friday 20 March 2026
HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain
The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first...
Friday 20 March 2026
Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference...
Friday 20 March 2026
UK-Taiwan R&D ties scale up with Foxconn, Turing Space, NSYSU
Taiwan has long leveraged its manufacturing strengths to carve out a place in the global supply chain. Now, it is going further. With research and development reach expanding overseas,...
Friday 20 March 2026
India mandates domestic sourcing of solar wafers under expanded approval list policy
India has expanded its domestic content framework for solar manufacturing, extending the Approved List of Models and Manufacturers (ALMM) regime to cover upstream components such as...
Friday 20 March 2026
Apple CEO visits China at 50th anniversary event to strengthen supply chain
Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The...
Friday 20 March 2026
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.
Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
Thursday 19 March 2026
Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan
Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...
Thursday 19 March 2026
US reveals Tesla battery deal with LG, lifting veil on supply chain
US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement...
Thursday 19 March 2026
AI and memory drive semiconductor output to surpass US$1 trillion in 2026
The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
Thursday 19 March 2026
Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...