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    NEWS TAGGED SUPPLY
    Wednesday 26 November 2025
    TEL absent from TSMC annual awards following 2nm leak incident
    Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is...
    Thursday 6 November 2025
    Early orders and tariff fears cool NB demand in holiday quarter

    The traditional year-end peak for notebook shipments has failed to materialize in the fourth quarter of 2025, with demand weaker than...

    Tuesday 4 November 2025
    Navigating Supply Chains When Governments Intervene

    In late September 2025, three national governments enacted coordinated measures affecting Nexperia, a global semiconductor manufacturer recognized for its MOSFETs and...

    Thursday 23 October 2025
    AI drives flexible server architectures as multimodal demand rises
    Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint...
    Monday 20 October 2025
    South Korea forms task force amid China's rare earth crackdown
    South Korea's Ministry of Trade, Industry and Energy (MOTIE) has launched a Rare Earth Supply Chain Task Force to shield domestic industries from China's tightened export controls.
    Friday 3 October 2025
    From scenic city to China's AI Silicon Valley: the driving forces behind Hangzhou's transformation
    At the annual China International Supply Chain Expo in July 2025, Alibaba Cloud founder and Zhejiang Lab director Dr. Jian Wang personally invited Nvidia CEO Jensen Huang to visit...
    Tuesday 9 September 2025
    TSMC's new materials management VP to debut at 2025 SCM Forum
    TSMC will hold its Supply Chain Management Forum (SCM Forum) on November 13, 2025. Notably, Yuan-Guo Huang, who was promoted to vice president of materials management in early August...
    Thursday 21 August 2025
    High-end PCB materials shortage looms as AI demand outpaces capacity
    The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...
    Wednesday 6 August 2025
    Monitor & NB panel prices remain stable through August
    Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.
    Wednesday 6 August 2025
    Exclusive: Cloud giants drive BBU surge, battery module suppliers surf strong momentum
    Supply chain sources indicate that Samsung SDI, the leading manufacturer of battery cells for backup battery units (BBUs), plans to expand its production. Even Japan's Murata intends...
    Friday 25 July 2025
    Alibaba upgrades Qwen3 series, surpassing OpenAI and DeepSeek in math and coding capabilities
    China's open-source artificial intelligence sector has made significant new strides. Alibaba has updated its Qwen3 series of large language models, outperforming OpenAI GPT-4o, DeepSeek...
    Tuesday 22 July 2025
    Jensen Huang's blueprint: CoWoS, CPO, GAA key to AI's next 20 years
    During the 3rd China International Supply Chain Expo (CISCE), Nvidia founder and CEO Jensen Huang spoke with Jian Wang, director of the Zhejiang Lab and founder of Alibaba Cloud....
    Friday 18 July 2025
    Nvidia's return to China faces trust deficit as domestic rivals gain ground
    Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
    Thursday 17 July 2025
    Nvidia's Jensen Huang discusses AI, China's tech influence, and personal tech preferences
    During an extended Nvidia media briefing in China after the China International Supply Chain Expo, CEO Jensen Huang addressed US-China trade relations and China's rising tech influence...
    Thursday 17 July 2025
    Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing
    The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During...
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    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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