CONNECT WITH US
NEWS TAGGED SUPPLY CHAIN
Thursday 19 June 2025
SEMICON West relocates to Arizona amid TSMC's chip cluster expansion
SEMICON West 2025 will be held in Phoenix, Arizona, for the first time, October 7 to 9, 2025, as Taiwan Semiconductor Manufacturing Company (TSMC) continues to draw investments and...
Thursday 19 June 2025
Wistron opens global HQ in Zhuubei as Taiwan pushes AI partnership with US
Wistron inaugurated its global operations headquarters at the Zhubei AI park in Hsinchu County on June 19, 2025, with Vice President Bi-khim Louise Hsiao in attendance. Hsiao underscored...
Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture...

Thursday 19 June 2025
Texas Instruments plans over US$60 billion investment for US foundational chip manufacturing
On June 18, 2025, Texas Instruments (TI) announced it will invest over US$60 billion in seven semiconductor fabs across the US. This historic investment aims to boost TI's domestic...
Wednesday 18 June 2025
Nittobo material price hikes exclude AI server-grade glass fabric
Japanese glass fiber supplier Nitto Boseki (Nittobo) reportedly has raised prices of its composite material products by up to 20% due to increasing costs, but the price hike does...
Wednesday 18 June 2025
US sanctions in the rearview? Huawei talks tough on 5G-A, AI at MWC Shanghai
Amid mounting US sanctions and continued supply chain constraints on its HiSilicon Ascend processors, Huawei took the spotlight at the MWC Shanghai 2025 Global Mobile Broadband Elite...
Wednesday 18 June 2025
US-Taiwan deepened drone collab to protect defense supply chain from Chinese threats
As the US steps up efforts to secure its unmanned systems supply chain from Chinese influence, Taiwan is emerging as a key potential partner, leveraging its cybersecurity protocols...
Wednesday 18 June 2025
NVLink stays gated; UALink, ASIC contenders step up
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture,...
Wednesday 18 June 2025
Fortune Electric secures key Stargate order
Fortune Electric, a leading Taiwanese heavy electrical equipment manufacturer, has become the first from Taiwan to join the US Stargate supplier list amid growing global demand for...
Wednesday 18 June 2025
Nvidia's debut at China supply chain expo to signal market commitment amid G2 tensions
The third China International Supply Chain Expo (CISCE) will be held from July 16 to 20, 2025, featuring over 230 new exhibitors, including Nvidia, which will debut at the event....
Wednesday 18 June 2025
TSMC maintains foundry dominance despite Foundry 2.0 move to address rising US scrutiny
Despite efforts, including the announcement of the Foundry 2.0 strategy to reduce its stated market share and address customer concerns, TSMC continues to dominate the pure-play foundry...
Tuesday 17 June 2025
Taiwan's Huawei ban lands: Optical firms say supply chain already China-insulated
Taiwan's Ministry of Economic Affairs (MOEA) announced on June 15, 2025, that it had added 601 entities—including Chinese tech giants Huawei and SMIC—to its export control...
Tuesday 17 June 2025
Tesla demands supplier relocation in face of falling sales; some opt to exit
Tesla's global sales have sharply declined, with the US and European markets experiencing the steepest drops. Sources cite multiple contributing factors, including public tensions...
Tuesday 17 June 2025
AI reshapes server supply chain: parts makers ascend to system integration
The rise of artificial intelligence (AI) has generated new cross-industry business opportunities with component manufacturers such as InWin, AIC, and Chenming Electronic all expanding...
Tuesday 17 June 2025
Singapore sharpens sovereign AI edge as global competition intensifies
The artificial intelligence (AI) wave led by Nvidia has continuously driven rapid development in data centers and advanced semiconductor supply chains in recent years. As Nvidia CEO...