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.
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: 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 …
Analysis: China imported a record $30.9B in chipmaking equipment in 2024, including $9.63B from Japan, $9.53B from the Netherlands, and $4.86B from Singapore
TAIPEI/SEOUL — China bought a record amount of foreign chipmaking equipment in 2024 as part of efforts to massively expand domestic chip production … X: @pstasiatech , @nikkeiasia , and @rwang07 X: Pa...
Sources: Apple asked suppliers in India, Vietnam, and Thailand to ramp up production earlier in 2025; Indian factory utilization rates are already at the limit
TAIPEI — Apple is ramping up production of key products in India and Vietnam to take advantage of a 90-day grace period on U.S. tariffs …
Sources: TSMC, Intel, and other chipmakers have slowed their expansions in Japan and Malaysia due to lackluster demand for older chips and tariff uncertainties
TAIPEI — Leading chipmakers and packagers including Taiwan Semiconductor Manufacturing Co. and Intel have slowed the pace …
Sources: after nearly five years of building a US plant, TSMC expects new factories to take two years; TSMC plans a 3nm US plant by 2028 and a 2nm one by 2030
TAIPEI — When TSMC Chairman and CEO C.C. Wei stood next to U.S. President Donald Trump early this month and announced …