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NEWS TAGGED TAIWAN SUPPLY CHAIN
Thursday 11 June 2026
Anduril boosts Taiwan sourcing 15-fold, eyes local production

Anduril Industries has sharply expanded its Taiwan supply chain, increasing direct purchases from local suppliers 15-fold in 2025 as the...

Thursday 11 June 2026
AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
Saturday 6 June 2026
From Taiwan's supply chain to South Korea's Faker: how Jensen Huang reads different markets
Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1...
Friday 5 June 2026
Arm says Taiwan powers its rise as agentic AI lifts PC growth
Arm CEO Rene Haas told the COMPUTEX keynote on June 2 that Taiwan has been inseparable from Arm's growth over the past 30 years, while Nvidia CEO Jensen Huang said that agentic AI...
Monday 1 June 2026
Taiwan supply chains draw US interest in defense and drone tech
A defense industry forum in Taiwan signaled growing interest among US military tech companies in Taiwan's supply chain, particularly as a new era of warfare defined by AI and unmanned...
Saturday 30 May 2026
'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation...
Friday 29 May 2026
Nvidia CEO says Huawei's Tau Scaling Law not a threat to TSMC
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence...
Friday 22 May 2026
AMD deepens Taiwan supply chain ties with US$10B-plus push
AMD CEO Lisa Su arrived in Taiwan on May 20, 2026, on a private jet and largely followed the same itinerary as her April 2025 visit, including a meeting with TSMC, a technology forum...
Friday 15 May 2026
Taiwan industry maintains support for non-China supply chain push despite drone budget setback
Taiwan's legislature recently passed the final version of a special defense budget totaling NT$780 billion (approx. US$24.75 billion), but drone-related funding was not approved. The...
Tuesday 24 March 2026
Ghost Robotics seeks Taiwan supply chain ties for quadruped robots
Ghost Robotics, a US-based developer of quadrupedal unmanned ground vehicles (UGVs), has expressed interest in collaborating with Taiwan's supply chain as it moves to enter the local...
Monday 16 March 2026
Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe
At Embedded World 2026, most Taiwanese IC design houses reported unprecedentedly active engagement with European customers. Over the past year, visits by European downstream customers...
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...
Wednesday 4 February 2026
Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
Monday 19 January 2026
US-Taiwan defense ties deepen by 15% tariff cap
After securing a 15% tariff cap, the next step is to examine future directions of US-Taiwan bilateral cooperation. Aside from establishing models to help Taiwanese companies enter...
Friday 12 December 2025
China and US challenge Japan in AI humanoid robot race
While Taiwanese manufacturers historically held little sway in conventional industrial robotic arms, the AI robot era—exemplified by humanoid robots—is seen as a distinct...