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NEWS TAGGED SUPPLY CHAIN
Tuesday 14 October 2025
China expands lithium battery export curbs, deepening global supply risks
In just three months, China has implemented two sweeping rounds of export restrictions on its lithium battery supply chain, marking a sharp shift in Beijing's strategy from simple...
Tuesday 14 October 2025
Lynas and Noveon sign MOU to develop US rare earth magnet supply chain
Australian rare earth producer Lynas Rare Earths has entered a non-binding memorandum of understanding with US rare earth magnet manufacturer Noveon Magnetics to jointly establish...
Tuesday 14 October 2025
Taiwanese supply chain leader goes all-in on US chip boom
As the US scrambles to rebuild its domestic semiconductor industry, a key Taiwanese supply chain firm, Topco Scientific (TSC), is making a major push into Arizona to bridge the gap...
Tuesday 14 October 2025
China's rare earth exports plunge 30% in September amid tighter controls
According to the latest data from China's General Administration of Customs, China's rare earth exports dropped sharply by 30.9% month-over-month to 4,000.3 tons in September 2025,...
Monday 13 October 2025
Nvidia GB300 powers strong 4Q25 momentum for server supply chain
Nvidia's GB300 AI server chassis began shipping in late September 2025, poised to become the main driver of shipment growth for the server supply chain in the fourth quarter of 2025...
Saturday 11 October 2025
Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics
Nvidia has reportedly confirmed it will use Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) in its latest AI accelerator, the GB300. Additionally, Samsung plans...
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging...
Wednesday 8 October 2025
Topco and partners showcase semiconductor solutions at SEMICON West 2025
SEMICON West 2025, one of the major semiconductor exhibitions, is being held in Phoenix, Arizona. Topco Scientific is participating alongside fourteen partners from Japan and Taiwan,...
Wednesday 8 October 2025
US rebuilds rare earth supply chain to cut China dependence
The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the...
Wednesday 8 October 2025
Taiwan IPC US expansion to strengthen edge AI supply chain
As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production...
Tuesday 7 October 2025
CATL extends global lead as Korean battery utilization drops to 50%

South Korea's once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese...

Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
Tuesday 7 October 2025
China's SiC industry finds high-value exit in Meta's AR supply chain

As the global semiconductor industry eyes the rise of 12-inch silicon carbide (SiC) wafers as potential game-changers in advanced packaging,...

Tuesday 7 October 2025
AI demand drives PCB material prices up amid supply strain
Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...
Monday 6 October 2025
Nvidia's stake in Intel raises PC supply chain concerns
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...