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Friday 12 June 2026
Tesla's US-made LFP battery push faces China's scale advantage
Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus...
Friday 12 June 2026
China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...
Friday 12 June 2026
Google TPU orders shift as MediaTek, Marvell, and Broadcom split market
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...
Friday 12 June 2026
China squeezes InP supplies, jolting US-Taiwan optics chain

China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

Friday 12 June 2026
Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
Friday 12 June 2026
Nextron says AI supply chain is in place as orders extend to 2027
Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
Thursday 11 June 2026
Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

Thursday 11 June 2026
Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
Thursday 11 June 2026
AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
Thursday 11 June 2026
Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain
Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives...
Thursday 11 June 2026
DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers
During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed,...
Wednesday 10 June 2026
Powerchip taps AI-driven chip boom with US$833 million overseas fundraising push
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking...
Wednesday 10 June 2026
A COMPUTEX beyond PCs: Taiwanese suppliers target robot data and parts
COMPUTEX 2026 has made clearer a shift already underway in Taiwan's robotics supply chain, with suppliers looking beyond humanoid showcases toward less visible technologies —...
Wednesday 10 June 2026
PCIM 2026: Every company is now a semiconductor company
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made...
Wednesday 10 June 2026
CATL locks in 770,000 tons of electrolyte supply as battery demand accelerates
China's battery materials supply chain is showing fresh signs of tightening as major electrolyte producers secure multiyear contracts with the world's largest electric-vehicle battery...