Sources: Apple and Qualcomm are scrambling to secure glass cloth fiber, used in chip substrates and PCBs, amid a surge in demand from AI giants like Nvidia
TAIPEI/TOKYO — It looks something like heavy-duty plastic wrap and is buried so deep in the guts of an iPhone that most users don't even know it exists.
Sources: Google will start developing and making high-end Pixel phones like the Pro and Fold from scratch in Vietnam in 2026; the Pixel A will remain in China
TAIPEI — Google will start developing and manufacturing high-end smartphones in Vietnam this year from scratch in a move similar …
Taiwan's data shows the US became its top export destination in 2025 over China, including Hong Kong, the first time since 1999, partly driven by AI tech demand
TAIPEI — Taiwan's exports to the U.S. exceeded its exports to China, including Hong Kong, for the first time in 26 years in 2025 …
Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by “several quarters”
TAIPEI — Taiwan Semiconductor Manufacturing Co. plans to start moving chipmaking tools into its second plant …
Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost “sold out” due to AI demand
TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors … X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : The AI boom is driving huge de...
Sources: Apple cuts iPhone Air orders nearly to “end of production” levels after a lukewarm reception in China, but keeps iPhone 17 lineup forecasts at 85M-90M
TAIPEI — Apple is drastically cutting iPhone Air production orders but boosting those for other iPhone 17 models …
Sources: Microsoft aims to produce most of its new products, such as servers and Surface laptops, outside of China from 2026; AWS is adopting a similar strategy
TAIPEI — Microsoft aims to produce the majority of its new products outside of China as early as next year …
Sources: TSMC plans to stop using Chinese chipmaking equipment, like AMEC's etching tools, from its most advanced 2nm process to avoid potential US restrictions
TAIPEI — Taiwan Semiconductor Manufacturing Co. is eliminating the use of Chinese chipmaking equipment in its most advanced chip plants …
Sources: TSMC fires several employees for violating rules on obtaining sensitive information about its 2nm tech; TSMC says it detected “unauthorized activities”
TAIPEI — Taiwan Semiconductor Manufacturing Co. has fired several employees for violating rules …
Sources: Samsung is delaying the completion of its Texas fab due to a lack of customers; the plant was meant to come online in 2024, but has been pushed to 2026
SEOUL/TAIPEI — Samsung Electronics is delaying completion of a semiconductor factory in the U.S. state of Texas …