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NEWS TAGGED SUPPLY CHAIN
Wednesday 29 April 2026
UMT identifies UK partner linked to Starlink supply chain
Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, has disclosed a previously unnamed European customer supplying high-power amplifiers...
Wednesday 29 April 2026
Commentary: China's chip-model strategy pressures Nvidia's AI economics
The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
Wednesday 29 April 2026
Taiwan's Ministry of National Defense plans to deploy robotic dogs for unmanned reconnaissance
Ghost Robotics, a leading US maker of robotic dogs, has confirmed collaboration with Taiwanese manufacturers to eliminate reliance on the red supply chain. Beyond adoption by the US...
Wednesday 29 April 2026
PCB industry urges four policy moves in Thailand expansion
Amid global supply chain restructuring, Asia's PCB industry is moving toward closer regional collaboration. Industry experts say that as southbound expansion in the PCB sector takes...
Tuesday 28 April 2026
Nanya breaks into Nvidia's AI memory ecosystem with LPDDR
Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...
Tuesday 28 April 2026
Chinese automakers use supply chain shifts to bypass US trade barriers
Faced with escalating trade barriers from the US, Chinese automakers are adopting a "buffer route" strategy by using Canada and Mexico as transit points to enter the US market, while...
Tuesday 28 April 2026
Analysis: Why Tokyo Electron's China problem goes deeper than a data breach
Amid growing geopolitical tensions over the global semiconductor supply chain, what initially appeared to be an internal personnel matter is evolving into a broader case study of the...
Tuesday 28 April 2026
Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
Tuesday 28 April 2026
US chip packaging capacity to hit 10% by 2032
The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...
Tuesday 28 April 2026
AI chip testing complexity lifts probe card and upstream supply chain demand
As AI chips move to advanced process nodes and packaging technologies, semiconductor testing requirements are becoming significantly more complex.
Monday 27 April 2026
Thailand's PCB industry moves upmarket, local supply gaps persist

Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing...

Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026
ASE Technology spotlights 18 suppliers at the forefront of a trillion-dollar AI wave
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held its 2025 ASE Supplier Award ceremony, inviting more than 100 suppliers of packaging...
Monday 27 April 2026
South Korea and Vietnam deepen tech and supply chain cooperation amid global uncertainty
South Korea and Vietnam have expanded cooperation across technology, energy, and infrastructure, signing dozens of agreements during Korean President Lee Jae-Myung's visit to Hanoi,...