Insights2026.05.03Japan’s Renewed Indo-Pacific Strategy: Securing Critical Supply Chains through Multi-Lateral Alliances
Markets2026.05.01Pragmatic Sourcing: Japan’s Taiyo Refiner Re-Engages Russian Oil Amid Middle East Instability
Markets2026.05.01Supply Chain Vulnerability: OpenAI’s Infrastructure Scrutiny Rattles Taiwanese EMS Giants
Insights2026.05.01Japan and Australia to Fast-Track Six Critical Mineral Projects for Supply Chain Security
Hardware2026.05.01Delta Electronics Reports 34% Q1 Revenue Growth; Approves NT$12.1 Billion Investment to Scale AI Server Power and Cooling Infrastructure
Markets2026.05.01Quanta Forecasts 2026 Server Market Growth Driven by Surging Alphabet Orders and General-Purpose Recovery
Hardware2026.05.01Meta’s 1Q26 Earnings: Consequential Procurement Signals and the Radical Reorganization of AI Hardware Infrastructure
Insights2026.04.30The Strategic Paradox of US Automakers: Domestic Insulation vs. International Technological Synergy
Hardware2026.04.30AI Server Infrastructure Demand Locks Global Memory Capacity Through 2027: A Structural Shift Toward Long-Term Agreements
Markets2026.04.29Memory OSAT Market Outlook 2026: High Utilization Meets Rising Substrate and Raw Material Costs
Hardware2026.04.28The New Bottleneck: Advanced AI Chip Architectures Propel MEMS Probe Card and Testing Demand
Hardware2026.04.27Taiwanese IPC Sector Shifts to Edge AI: Strategic Growth and Supply Chain Dynamics for 2026
Hardware2026.04.25The MATCH Act Escalation: US-China Semiconductor Rivalry and the Push for Multilateral Export Alignment
