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Thursday 13 August 2026
Sodium batteries get 28-month tax window in China

Chinese authorities have announced that sodium-ion batteries will be exempt from consumption tax from September 2026 through the end...

Thursday 13 August 2026
Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment
US battery makers are moving more quickly into sodium-ion technology to gain production flexibility, fresh capital, and reduced exposure to lithium supply shocks. Industry sources...
Thursday 13 August 2026
LSE Semiconductor wins strategic investment from TIS

Lithography Semiconductor Equipment Co. (LSE) officially announced on August 11 that TECO Image Systems Co. (TIS) had completed a strategic...

Thursday 13 August 2026
Taoyuan plans AI manufacturing park in Guanyin to support server supply chain
Taoyuan is moving to develop Guanyin into an AI computing park as demand for AI servers drives heavier power requirements and a new round of factory expansion. The city said it had...
Wednesday 12 August 2026
Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic...

Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...

Wednesday 12 August 2026
Everlight starts Thailand plant to boost AI server and auto supply chains
Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half...
Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026
Gemtek, CyberTAN see YoY growth turn positive in July
As supply chain turbulence is easing, network equipment makers are starting to report better revenues. Gemtek Technology and CyberTAN both saw year-over-year revenue growth turn positive...
Tuesday 11 August 2026
Column: The everyday philosophy of supply chain resilience
When people talk about responding to supply chain shocks, the instinct is often to stockpile inventory or build backup production lines. However, after visiting Inner Mongolia Shuangjie...
Tuesday 11 August 2026
UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties

The UK Semiconductor Centre (UKSC), a leading organization in the UK semiconductor ecosystem, will lead a delegation of British semiconductor...

Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first...
Monday 10 August 2026
Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president...

Monday 10 August 2026
Taiwan drones still rely on foreign chips despite shift away from China

Demand for non-China drone supply chains is clear in Europe and the US, while calls to reduce reliance on Chinese suppliers have recently...