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...
Google opens an AI infrastructure hardware engineering hub in Taipei, its biggest outside of the US, to develop and test tech to be deployed in its data centers
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 …
TSMC reports Q3 revenue up 30% YoY to ~$32.5B, beating est., driven by chip demand for AI applications; TSMC's Taipei-listed shares are up 34% so far in 2025
At the Semicon trade show in Taipei, Taiwan promotes diplomatic relations and pitches its tech manufacturing to “create trusted non-red supply chains”
Ben Blanchard / Reuters :