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Tuesday 18 August 2026
Tech blocs of the new Cold War: US pushes allies to pick a side

The intensifying US-China technology rivalry is moving beyond export controls and semiconductor restrictions. What comes next could...

Tuesday 18 August 2026
AI server demand pushes high-end MLCC lead times toward 40 weeks
Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...
Tuesday 18 August 2026
Column: Strategic resilience in precious metal refining: insights from Qiankun Gold and Silver

Amid global supply chain restructuring and geopolitical rivalry, precious metals are no longer merely financial hedging tools but have...

Monday 17 August 2026
SK keyfoundry expands 8-inch capacity as China demand strains supply

SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare...

Monday 17 August 2026
TSMC overseas fabs see profit flip in 1H26, Arizona surges 663% YoY

Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries...

Monday 17 August 2026
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
Monday 17 August 2026
Samsung's China sales overtake US; Nvidia not among top five customers
Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...
Monday 17 August 2026
China's Vertilite commits US$741M to InP laser chips for AI optical interconnects
Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...
Monday 17 August 2026
China battery makers rework costs as lithium prices fall and taxes rise
China's lithium battery industry is entering a new phase of cost restructuring as falling lithium carbonate prices, uncertain supply conditions and higher taxes squeeze manufacturers'...
Monday 17 August 2026
Nokia axes 1,600 jobs and Hangzhou R&D center in deepening China telecom retreat

Nokia is accelerating its retreat from China, closing its Hangzhou R&D center and cutting about 1,600 jobs as shrinking market access,...

Monday 17 August 2026
Fallout from Wingtech's Nexperia rupture: the price of rebuilding China's chip supply chain

Wingtech is entering a sharply different phase after dismantling much of its product-integration business and losing effective control...

Monday 17 August 2026
US drone tariff tests whether allies can truly replace China

Washington has spent years tightening controls on Chinese technology across strategically important supply chains. That playbook is...

Monday 17 August 2026
Apple reportedly builds China-specific AI model with Alibaba as Qwen partnership deepens
Apple has trained a large language model (LLM) specifically for the Chinese market with support from Alibaba, according to Reuters, marking a shift from its previous reliance...
Monday 17 August 2026
Apple faces US pressure over potential Chinese memory chip sourcing
The Trump administration is pressing Apple to find alternatives to Chinese memory suppliers as the company weighs ways to navigate a global memory shortage that has sharply increased...
Monday 17 August 2026
US tariffs and FCC curbs redraw the drone supply chain — and Taiwan sees an opening

US President Donald Trump has moved to impose tariffs of up to 100% on drone systems and components deemed strategically sensitive...