CONNECT WITH US
NEWS TAGGED VERTICAL INTEGRATION
Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
Wednesday 4 March 2026
BYD sales surpass Tesla in 20 countries with vertical integration and local production
Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition...
Tuesday 3 March 2026
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...
Friday 6 February 2026
Pegatron partners with Sysgration to expand BBU for US-made AI servers
Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...
Thursday 4 December 2025
Tech Forum 2026: IC design vertical integration shapes AI power struggle among Nvidia, Arm, and Qualcomm
As the semiconductor industry navigates an increasingly complex competitive landscape driven by artificial intelligence, the strategies companies employ to gain market advantage are...
Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports...
Sunday 30 November 2025
Taiwan's vertical integration cluster advantage limits industry relocation risk
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration,...
Monday 24 November 2025
Foxconn’s new “3+3+3” bet: can an AI makeover rewrite its future?
At its Hon Hai Tech Day (HHTD) held in Nangang, Taipei, Hon Hai (Foxconn) outlined its strategic transformation through chairman Young Liu's remarks and technology showcases. The event...
Thursday 13 November 2025
Tesla seeks South Korea partnerships to launch battery production plan
Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials,...
Thursday 30 October 2025
TPSC unveils Taiwan's largest perovskite solar window
Taiwan Perovskite Solar Corp. (TPSC) demonstrated its full vertical integration across materials, processes, modules, equipment, and applications at Energy Taiwan 2025 under the theme...
Friday 5 September 2025
Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'
Advanced packaging is rewriting the rules of the semiconductor industry. According to DIGITIMES Research, in 2024, global AI data center accelerators (covering GPUs and ASICs)...
Monday 30 June 2025
Apple supplier Lens Tech seeks up to US$606M in HK listing
Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a second...
Thursday 26 June 2025
Acer's Stan Shih says Taiwan's vertical disintegration drove tech ascent; Intel missed shift
Acer Group founder Stan Shih said Taiwan's industrial transformation from vertical integration to vertical disintegration has been crucial to its tech rise, noting that US chip giant...
Wednesday 11 June 2025
Avalue acquires majority stake in Champ Vision Display to boost vertical integration competitiveness
Industrial PC (IPC) maker Avalue Technology held its annual shareholders' meeting on June 10, 2025, reaffirming its steady growth outlook for 2025 despite ongoing exchange rate volatility...
Monday 2 June 2025
Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn
When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began....