News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Friday 15 May 2026

Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage

Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance...

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...

Friday 15 May 2026

Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain

Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...

Friday 15 May 2026

Applied Materials scales manufacturing and innovation to meet AI demand

Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization...

Friday 15 May 2026

Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk

Foxconn confirmed a cyberattack on some of its North American facilities on May 12. Affected plants continued normal production, the company said, while its cybersecurity team activated...

Friday 15 May 2026

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Thursday 14 May 2026

China's fiber optic industry evolved from catch-up to supply chain scale

As demand for AI data centers, high-speed transmission, and cloud infrastructure continues to rise, the fiber-optic industry has once again become a focal point in the global market,...

Thursday 14 May 2026

Khgears deepens robot supply chain role as smart transmission tops 10% of revenue

Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of...

Thursday 14 May 2026

Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain

OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...

Wednesday 13 May 2026

Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association...

Tuesday 12 May 2026

TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push

TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI acceler...

Tuesday 12 May 2026

From substrates to servers, Taiwan industry gains from the AI infrastructure surge

April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...

Tuesday 12 May 2026

SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain

SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground...

Tuesday 12 May 2026

Samsung labor dispute rattles global supply chain

Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...

Tuesday 12 May 2026

China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

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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