Curated headlines from the world's leading supply chain publications.
Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for data center capacity,…
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So far, so good for the tanker business in post-Maduro Venezuela. But US Secretary of State Marco Rubio readily admits... Related StoriesShadow LPG fleet ends the year with growth spurt…
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As China’s two largest cities by economic output, Beijing and Shanghai are widely seen as barometers for the country’s broader economic performance. In 2025, Beijing’s gross domestic product reached 5.2…
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An immigration judge on Wednesday granted asylum to a Chinese national who he said had a “well-founded fear” of persecution if sent back to China after exposing human rights abuses…
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Just days after a court in Tokyo ordered the North Korean government to compensate Japanese citizens who it had lured with the promise of “paradise on Earth”, the victorious plaintiffs…
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China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers still dominate shipment volumes, but…
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Enterprise investments in 5G private networks are expected to significantly increase following amendments to the "Regulations Governing the Establishment and Use of Mobile Broadband Dedicated Telecommunications Networks" under the Ministry…
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As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced packaging and system-level integration. This shift is…
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As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth engine. According to ChosunBiz, major…
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Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven data center demand,…
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The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to ease only…
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Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a year earlier.…
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The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including Nikkei and The Register, on…
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As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand cooperation across a widening range of industries, including semiconductors, advanced machinery, green…
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As the global trade landscape shifts under the weight of new US policies, a distinct divergence has emerged in East Asia. While South Korea currently faces a tariff hike to…
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In a recent interview with Jodi Shelton, Jensen Huang, the CEO of Nvidia, reflected on a life spent in near-constant motion. After years of crisscrossing the globe, he said, there…
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Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century Corporation for NT$2.78 billion…
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In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental benefits of single-chip…
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After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,…
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I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation in electronic systems…
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