News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Thursday 12 March 2026

AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand

Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...

Thursday 12 March 2026

Taiwan leads Embedded World 2026 with largest exhibitor presence; targets 'non-red supply chain' demand

Embedded World 2026 officially opened on March 10 in Nuremberg, Germany, featuring a particularly large turnout of Taiwanese participants. Taiwan emerged as the country with the most...

Thursday 12 March 2026

CATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion

CATL released its 2025 annual report on March 9, reporting revenue of CNY423.7 billion (approx. US$61.3 billion), up 17.04% year-over-year...

Wednesday 11 March 2026

NewPower Worldwide Expands Credit Facility to $500 Million

NewPower Worldwide, a leading independent distributor of electronic components and supply chain management solutions, today announced an expansion of its committed credit...

Wednesday 11 March 2026

Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch

Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging,...

Tuesday 10 March 2026

TSMC expansion triggers filter material shortage and price surge

As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...

Tuesday 10 March 2026

Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics

US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...

Tuesday 10 March 2026

Samsung union plans 18-day strike, adding risk to HBM supply chain

Samsung Electronics' labor union recently announced that employees who do not participate in a planned 18-day general strike from May 21 to June 7, 2026, will face penalties, sparking...

Tuesday 10 March 2026

US NDAA and BAA policies boost investment in Taiwan's defense supply chain

The US is significantly expanding drone procurement amid escalating tensions in the Middle East, aiming to acquire more than 300,000 drones before 2027. To achieve this massive enhancement...

Tuesday 10 March 2026

Phison says NAND prices jumped 50% overnight as supply crunch continues

NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.

Tuesday 10 March 2026

SAS Group leverages semiconductor and energy synergy from space tech to net zero

Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components,...

Monday 9 March 2026

China warns Nexperia dispute could trigger new global chip shortage

China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...

Monday 9 March 2026

Automaker leadership reshuffle deepens strain on Europe's tier 1 suppliers

Major automakers in Europe, the US, Japan, and South Korea have recently undergone significant executive changes, with nine leading carmakers replacing their chief executive officers...

Sunday 8 March 2026

SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance

In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...

Sunday 8 March 2026

Taiwan and the UK sign space industry pact to deepen supply chain cooperation

Six months after Taiwan and the United Kingdom held their first Taiwan–UK Space Industry Roundtable in Taiwan in September 2025,...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook