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    NEWS TAGGED SUPPLY CHAIN
    Friday 8 May 2026
    Inside Nvidia's high-stakes bet on next-generation AI cooling

    One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

    Friday 8 May 2026
    Shenmao rides the AI infrastructure boom to record revenue growth
    Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...
    Friday 8 May 2026
    AUO tops US$3 billion in circular economy value
    AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with...
    Friday 8 May 2026
    Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%
    Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...
    Friday 8 May 2026
    Taiwan's Syncmold bets on the satellite internet boom to power its next growth cycle
    Syncmold, a precision mechanical components manufacturer, is positioning itself more deeply within the fast-expanding low-Earth-orbit (LEO) satellite supply chain, betting that space...
    Friday 8 May 2026
    AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
    Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...
    Friday 8 May 2026
    AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

    As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

    Thursday 7 May 2026
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    Chinese semiconductor equipment makers CCtech and Nextool Technology are expanding into Southeast Asia's OSAT hubs as Malaysia and Singapore emerge as key packaging and testing centers...
    Thursday 7 May 2026
    Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate
    Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward...
    Thursday 7 May 2026
    Taiwan brings 16 firms to AI EXPO Korea to pitch full AI supply chain to South Korea
    Taiwanese companies showcased end-to-end AI infrastructure and applications at AI EXPO Korea 2026, aiming to address South Korea's urgent demand for high-performance computing, data...
    Thursday 7 May 2026
    Research Insight: AI memory boom squeezes automotive supply, driving costs higher
    Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...
    Wednesday 6 May 2026
    Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit
    Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...
    Wednesday 6 May 2026
    GlobalFoundries turns three-continent footprint into geopolitical hedge
    In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company...
    Wednesday 6 May 2026
    Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk
    Ukraine is accelerating efforts to reduce its dependence on China's supply chain, while Taiwanese drone makers expand production in Poland and Lithuania, reshaping Eastern Europe's...
    Tuesday 5 May 2026
    AMI capacity sold out through 2028 as CCL makers race for high-end tools

    The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook