Tech Supply Chain Tracker (15-May-2026): Taiwan panel sector evolves with AI in microLED
Taiwan's panel industry is leveraging AI in microLED tech, while Pegatron faces a Q1 earnings drop but expects recovery; Alibaba and Foxconn...
128 Views
Tech Supply Chain Tracker (17-Apr-2026): Premium smartphones rise; Huawei, Apple dominate
China's smartphone market favors premium models led by Huawei and Apple, while TSMC expects 15% revenue growth, and Taiwan's investment in China...
324 Views
Tech Supply Chain Tracker (27-Feb-2026): Samsung exits 2D NAND, converts fab to 1c DRAM.
Samsung will stop 2D NAND production to focus on DRAM, while Team Group and Apacer thrive on AI-driven demand, as scrutiny of the Arm deal grows in...
278 Views
Broadcom is paid whether the cloud giants stay with Nvidia or leave
Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors. It also designs the custom...
94 Views
Tech Supply Chain Tracker (23-Jan-2026): China reintroduces trade-in subsidies for ICT
China's trade-in subsidies boost ICT sales, while Sony and TCL challenge Samsung in OLEDs, Nvidia surpasses Apple as TSMC's top customer, and...
204 Views