19
Jan
19
Jan
SSD controllers face five challenges as NAND shortage drives sky-high prices
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase high-capacity SSDs. At the same time, a severe shortage of fiberglass cloth has also emerged, which is expected to push SSD controller prices upward as well. The NAND shortage will be severe enough to set new record highs for market prices, potentially creating five major challenges for controller manufacturers, who must accelerate their strategies to compete in AI and enterprise server markets.
19
Jan
Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists
The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for Taiwan’s traditional manufacturing sectors, particularly the machinery industry. The resolution has been welcomed as a move toward restoring fairer competition with key rivals like Japan and South Korea, although concerns about exchange rate volatility persist.
19
Jan
Taiwan carves robotics niche as humanoids proliferate
“Physical AI”—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics companies made a particularly forceful showing. Dozens of humanoid robots were on display, underscoring how quickly China is moving to translate AI advances into physical form.
19
Jan
Column: How organizations and individuals can prep for quantum computing threats
Cyber attackers are already taking action even though Q-Day may still be several years away. Society must act now to prevent quantum threats.
19
Jan
Research Insight: The rising chip cost inside every car is forcing a rethink in China
As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors embedded in each vehicle is rising sharply. According to an analysis by DIGITIMES, the average semiconductor content per car is expected to increase from about US$759 in 2024 to US$1,332 by 2030.
19
Jan
TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The better-than-expected profitability was attributed to cost improvements, favorable exchange rates, and high capacity utilization.
19
Jan
Tesla accelerates AI chip development even with safety and software challenges
Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety verification and software stability as the biggest bottlenecks.
19
Jan
China’s rare earth supply hit by factory blast as exports slip
China’s rare earth supply chain faced renewed uncertainty after a deadly explosion at a steel plate plant operated by Inner Mongolia Baotou Steel Union, compounding market concerns driven by falling exports and tighter trade controls.
19
Jan
Tariffs reshuffle global supply chains, but US manufacturing revival remains elusive
Geopolitics has become an unavoidable force shaping business decisions in 2026. Shifting tariff policies under President Donald Trump have pushed global supply chains away from pure globalization and toward regional and localized production. While Washington has repeatedly called for manufacturing to return to the United States, executives across the industry say the economic and structural obstacles remain formidable.