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Taiwan's manufacturers are no longer content with making sportswear and bicycle parts. Faced with margin pressure and slowing demand in traditional end markets, a growing number of the island's textile and composite materials makers are repositioning themselves as suppliers to the aerospace, defense, and drone industries — sectors that demand premium materials, carry long contract cycles, and are largely insulated from the price wars that have squeezed conventional manufacturing. Early movers are already showing results....

For years, one of the most frustrating aspects of long-haul travel has been expensive, slow, and often unreliable in-flight Wi-Fi. With the rapid rise of low Earth orbit (LEO) satellite communications, that frustration may soon be a thing of the past. Analysis from Aviation Week's podcast highlights how LEO players such as SpaceX's Starlink and Amazon's Project Kuiper are reshaping aviation connectivity across technology, business models, and passenger experience....

US Commerce Secretary Howard Lutnick said Chinese capital will have no meaningful place in America's auto sector, arguing that the country does not need companies such as electric vehicle maker BYD....

As China weighs restrictions on exporting heterojunction (HJT) solar equipment to the United States — partly to blunt Elon Musk's space ambitions — a new chapter in the technology's global race is unfolding on American soil....

Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside escalating bulk raw material costs, brand vendors have adopted more conservative procurement strategies, further intensifying competition across the panel supply chain....

Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during its first-quarter earnings announcement. If adjustments are needed, TSMC usually waits until July. That is when second-quarter results and third-quarter guidance are released, giving the company a firmer basis for any revisions....

At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by one constraint: computing, and at the center of the company's response is its low-profile chief financial officer, Krishna Rao, who has emerged as a key architect of its rapid expansion....

AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues to widen, and over the next three years, the industry is expected to enter a capacity expansion cycle....

As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That shift is fueling surging demand for Taiwan's test interface suppliers, whose businesses are climbing in tandem with the AI boom....

India's notification of a special economic zone in Dholera for the country's first chip fabrication plant marks a potential turning point in global semiconductor supply chains, promising a new manufacturing hub that could attract investment, create skilled jobs, and reduce import dependence — part of a broader international effort to diversify electronics production worldwide....

China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying competition signal a tougher next phase....

Global wafer foundry revenue in 2026 is estimated to grow 23.5% year-over-year, expected to reach US$250 billion....

South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening wafer capacity and rising memory costs. The company said it has secured more than 30 purchase orders and is targeting US$40 million in revenue in 2026, supported by demand for low-power, cost-efficient AI chips....

On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology for CNY1.078 billion (US$158 million), marking its official entry into the semiconductor storage sector. The report noted that the deal represents a strategic transformation for the company as it seeks to move away from its traditional night-time economy and smart city businesses, which have been under sustained pressure from macroeconomic headwinds and tightening local government budgets....

The US National Security Agency (NSA) is using Anthropic's advanced AI model, Mythos Preview, even after the Department of Defense (DoD) formally designated the company a "supply chain risk," highlighting a growing tension between national security policy and operational cybersecurity needs....

China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that China's adoption of advanced driver-assistance systems (ADAS) and intelligent cockpits in new cars has rapidly outpaced other regions, reaching significant penetration, especially in mid- to high-end models. Electric vehicles (EVs) have overtaken internal combustion engine cars as the sales leader in the passenger car segment, with the speed and scale of this transformation surpassing prior market expectations....

Cybersecurity firm Fortinet recently held its 2026 Accelerate APAC conference in Taiwan, focusing on emerging security challenges in the AI era and corresponding solutions. At the event, the company introduced its latest operating system, FortiOS 8.0, designed to help enterprises simplify security architectures and strengthen digital resilience through AI-driven protection, next-generation SASE, and quantum-safe capabilities....

As the second quarter of 2026 unfolds, many smartphone and component makers entered the year bracing for pressure on the mobile market. Sunny Optical internally forecasts a 9% decline in the global smartphone market for 2026, with mid- to low-end phones pausing camera upgrades and high-end components undergoing a clear replacement trend....

India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish demand squeezed volumes and margins. The downturn — and the further price pressures expected ahead — could affect device availability, pricing strategies, and earnings across manufacturers and retailers....

Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive strategy against Nvidia: dominating AI inference workloads....