24
Apr
CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe that while current CPU shortages from x86 vendors like Intel and Advanced Micro Devices (AMD) have not yet severely impacted PC shipment forecasts, future trends remain uncertain.
24
Apr
China chipmaker scales beyond security ICs into AI, automotive
Unigroup Guoxin Microelectronics reported steady growth in 2025, reinforcing its position across specialty ICs and security chips while accelerating expansion into AI, automotive electronics, and other emerging applications.
24
Apr
US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push
US Rare Earth has agreed to acquire Brazil-based Serra Verde Group in a US$2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare earth sector and a significant step in efforts by the US to reduce reliance on China, according to Bloomberg.
24
Apr
Taiwan plans 130-hectare industrial zone in Tamsui for science city
Following Nvidia’s decision to establish its overseas headquarters at the Beitou-Shilin Technology Park (BSTP) in Taipei, space constraints in northern Taiwan have prompted Advanced Micro Devices (AMD) to set up a research and development center in Shalun, Tainan, in Taiwan’s south, with the help of Taiwan’s government.
24
Apr
Interview: Taiwan-Korea cooperation not limited to memory giants; Hwaseong City aims to expand alliances
When it comes to Taiwan-Korea semiconductor cooperation, the outside world often focuses on orders and R&D between memory giants such as Samsung Electronics, SK Hynix, and TSMC. However, centered on Hwaseong City in Gyeonggi Province, South Korea, emphasizes that the potential of Taiwan-Korea cooperation goes far beyond this; both sides should establish more direct supply chain alliances at the SME level in equipment and components.
24
Apr
OpenClaw’s growing pains: innovation outpaces enterprise security
OpenClaw’s meteoric rise from a niche hacker project to a globally adopted AI agent platform has created a widening gap between its innovative capabilities and the security demands of the modern enterprise.
24
Apr
Taiwan expands industry collaboration to advance unmanned vehicle R&D
Taiwan’s military-industrial sector, led by the National Chung-Shan Institute of Science & Technology (NCSIST), recently signed a memorandum of understanding (MOU) with Taiwan’s Industrial Technology Research Institute (ITRI) to accelerate the development of unmanned technology.
23
Apr
SaiMemory wins NEDO backing for next-generation ZAM memory, partners with Intel
SaiMemory, a next-generation memory developer established by SoftBank, said on April 22 that its development project has been selected for subsidies by Japan’s New Energy and Industrial Technology Development Organization (NEDO), with the government expected to cover roughly half of the initial development costs.
23
Apr
Shining Victory wins first GM North America series production contract for pickup and SUV models
Shining Victory Motor Electronics secured a General Motors contract to supply components for pickup trucks and SUVs in the US starting from the first quarter of 2026, marking its North American market entry and triggering global expansion plans, including a Mexico plant and four operational hubs that could reshape the company’s overseas revenue mix.
23
Apr
Financial outlook for top 4 CSPs: accelerating cloud revenues and record capex in 2026
Cloud business revenue enters a critical moment of accelerated growth; the top-4 CSPs revise their 2026 capex upwards to US$660 billion.