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Monday 28 July 2025
US tariff talks leave SEA auto supply chains in flux
Recent tariff negotiations between Southeast Asian countries and the US under President Donald Trump have yet to produce finalized agreements with nations including Singapore, Thailand,...
Monday 28 July 2025
Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production
As US chip giant Intel CEO Lip-Bu Tan openly stated that the company may consider terminating its 14A process node plan if it cannot secure effective external client orders, Intel's...
Friday 25 July 2025
Auto market instability moves PCB makers toward AI servers & LEO satellites
As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...
Thursday 24 July 2025
Ablecom accelerates global expansion with Netherlands factory, Malaysia boost
Ablecom Technology, a supplier of high-end server chassis and thermal solutions, has announced plans to build a factory in the Netherlands while simultaneously launching phases two...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Thursday 24 July 2025
Auden Techo expands to Vietnam to strengthen supply chain resilience
Taiwan-based Auden Techno Corp., a leading provider of radio frequency (RF) antenna solutions, broke ground on a new manufacturing facility in Vietnam's Hải Dương...
Wednesday 23 July 2025
Ørsted powers up Taiwan's first TSMC-exclusive wind farm
Ørsted announced that the first turbine of the Greater Changhua 2b and 4 offshore wind farms has successfully connected to Taipower's grid and begun generating electricity...
Tuesday 22 July 2025
Beijing reins in EV chaos: regulators tighten screws on auto market
Beijing is stepping up efforts to contain a worsening price war in China's electric vehicle (EV) industry, as destructive discounting threatens market stability and broader economic...
Tuesday 22 July 2025
The battery split: Tesla distances from China, one cell at a time
In a significant shift within Tesla's supply chain, the electric vehicle maker is expected to adopt high-energy nickel-cobalt-manganese (NCM) batteries from South Korea's LG Energy...
Tuesday 22 July 2025
Exclusive: CXMT's DDR5/LPDDR5 upgrade challenges international manufacturers, Nanya siren concerns
Chinese memory giant CXMT is actively advancing its DDR5 and LPDDR5 DRAM process upgrades. According to supply chain sources, although CXMT has yet to enter mass production, recent...
Tuesday 22 July 2025
China's grip on rare earths puts South Korea's defense drone plans at risk
South Korea's ambitions to build a self-sufficient drone supply chain have hit a critical bottleneck just three months after China imposed export controls on seven rare earth elements...
Tuesday 22 July 2025
China's grip on drone supply chain spurs South Korea to boost self-reliance
A recent surge in the cost of Chinese-made drone components has reignited concerns in South Korea over its overwhelming reliance on China for critical unmanned aerial vehicle (UAV)...
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...
Tuesday 22 July 2025
China's RISC-V charge expedites: DAMO Academy, BOSC go deep on server-class and 16-core CPUs
China is accelerating its deployment of RISC-V architecture as US-China tech decoupling intensifies, aiming to build a fully autonomous semiconductor supply chain. At the 5th RISC-V...
Tuesday 22 July 2025
China's drone export curbs rattle East Asian supply chains
Drones have become a dominant force on the battlefield in the Russia-Ukraine conflict, highlighted by Ukraine's successful strikes on Russian air bases. The impact of these developments...