Chinese solar manufacturers have orchestrated sharp price increases across the industry supply chain after reporting widespread losses, with government backing for production curbs...
China's leading solar manufacturers are signaling fresh production and pricing restrictions reminiscent of late 2024 measures, according to supply chain sources. Beijing has already...
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...
India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech...
Nvidia has begun limited production of its next-generation AI server platform, the GB300, with volume shipments expected to ramp up starting in September 2025, according to sources...
Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated...
TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts warned that amid rising geopolitical...
The US is intensifying efforts to reshape the unmanned aerial systems (UAS) landscape, tightening oversight of the drone supply chain in a bid to reclaim technological leadership...
On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20...
Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources...
