Tesla highlights Semi truck progress in Q4 earnings results
For the first time in Tesla’s history revenues fell year over year, as officials point to the Semi truck as a key future growth lever. The post Tesla highlights Semi…
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Curated headlines from the world's leading supply chain publications.
Tesla bets future on custom chips as profit plunges 64%
Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute, and robotics as key to…
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Meta targets 2026 for massive AI infra push following solid earnings
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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Rubio outlines US plan to revive oil trade in Venezuela’s ‘gangsters’ paradise’
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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Tale of 2 megacities: how did Beijing and Shanghai’s GDPs surpass 5 trillion yuan?
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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Chinese national Guan Heng, who filmed Xinjiang facilities, granted US asylum
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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Will North Korea compensate Japanese citizens lured into ‘paradise on Earth’?
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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Taiwan tops auto display revenue while China dominates volume
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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Taiwan enterprise 5G investments set to surge, driven by testing demands
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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Scientech's growth signals shift in semiconductor investment toward packaging and system integration
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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Semco and LG Innotek push into humanoid robot supply chain
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's nearline capacity booked through 2027 as AI datacenters fuel storage boom
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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IPC cost and memory supply pressures accelerate product upgrades
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 tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
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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Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science
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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Taiwan and Germany expand trade ties as demand for chips and green tech rises
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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Deep dive: how Taiwan engineered a 15% tariff deal
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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How Sega's US$5 million lifeline saved Nvidia from collapse
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. invests in Taoyuan to boost high-end PCB production for AI demand
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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China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
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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