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NEWS TAGGED SUPPLY CHAIN
Tuesday 26 August 2025
Samsung Display expected to remain key supplier for rumored foldable iPhone
Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel...
Tuesday 26 August 2025
Personnel mobility in Apple's India supply chain seen as routine; Foxconn's global workforce ensures continuity
As the Apple iPhone 17 series launch approaches, the spotlight on supply chain dynamics intensifies, particularly regarding Foxconn, the principal backend assembler. Recent reports...
Tuesday 26 August 2025
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to...
Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia...
Monday 25 August 2025
Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Monday 25 August 2025
Semco revamps IC substrate supply chain amid AI accelerator push
Samsung Electro-Mechanics (Semco) has recently adjusted its IC substrate supply chain, appointing Mitsubishi and Resonac as the primary suppliers for key materials such as copper-clad...
Monday 25 August 2025
Taiwan drone suppliers embrace consumer tech amid security crackdown
Since Russia invaded Ukraine, drones have taken on a far bigger role in combat than many expected. They are light, fly low to the ground, and can be quickly modified, making them...
Friday 22 August 2025
TSMC's gross margin nears 60% as equipment allies shine
TSMC's strong second-quarter results demonstrated resilience amid global challenges, posting a 58.6% gross margin and NT$759.83 billion (US$24.93 billion) revenue in the first half...
Friday 22 August 2025
Annie Chen appointed managing director of Covestro Taiwan
Materials manufacturer Covestro announced that Annie Chen will assume the role of managing director of Covestro Taiwan, effective September 1, 2025. Chen is currently the head of...
Friday 22 August 2025
Joint modules key to electric machinery alliance targeting humanoid robot market
The robotics supply chain states that at the current stage of humanoid robot development, mechanical components—primarily critical parts—account for about 50% of the total...
Friday 22 August 2025
Robotics buyers look beyond China, giving Taiwan its opening
Nvidia CEO Jensen Huang has said the next wave of artificial intelligence will be "physical AI," with general-purpose robots set to drive the next trillion-dollar industry. Beyond...
Friday 22 August 2025
China's Ubtech, Dobot lead early push into Taiwan's humanoid robot market

Taiwan is emerging as a new battleground for humanoid robotics, with Shenzhen-based Ubtech Robotics Inc. and Dobot Robotics entering...

Friday 22 August 2025
Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain
Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...
Thursday 21 August 2025
DEKRA Automotive EMC Laboratory in Taiwan Recognized by Stellantis
DEKRA's Automotive EMC Laboratory in Taiwan has been officially approved by Stellantis, making it the third DEKRA site worldwide alongside Italy and Korea. This milestone underscores...
Thursday 21 August 2025
Cirrus Logic expands partnership with GlobalFoundries to advance chip technologies
GlobalFoundries and Cirrus Logic have announced an expanded collaboration to accelerate the development of advanced semiconductor technologies aimed at powering future consumer and...