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NEWS TAGGED SUPPLY CHAIN
Monday 17 August 2026
Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady...

Monday 17 August 2026
Fallout from Wingtech's Nexperia rupture: the price of rebuilding China's chip supply chain

Wingtech is entering a sharply different phase after dismantling much of its product-integration business and losing effective control...

Monday 17 August 2026
AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
Monday 17 August 2026
Taiwan's Century Group eyes SMR supply chain as AI power demand accelerates
AI-driven electricity demand is prompting Century Group to broaden its energy ambitions beyond offshore wind. The group plans to enter the small modular reactor (SMR) supply chain...
Sunday 16 August 2026
AI reshapes semiconductor testing as KYEC pushes four-way model

As AI chip value and integration complexity keep rising, King Yuan Electronics (KYEC) President Gauss Chang said semiconductor testing...

Friday 14 August 2026
Australia tightens approval rules for Northern Minerals share sales
Australia has tightened scrutiny of Chinese-linked holdings in Northern Minerals, requiring government approval before certain shareholders can sell their stakes and stipulating that...
Friday 14 August 2026
Taiwan machine tool exports return to growth in July

Driven by sustained momentum in AI and semiconductor demand, Taiwan's machinery exports continued their upward trajectory in July,...

Friday 14 August 2026
Hyundai's robot foundry bet outpaces its local supply chain

Hyundai Motor Group and the South Korean government are accelerating a KRW9 trillion (approx. US$6.3 billion) robot and AI investment...

Friday 14 August 2026
Korea's CNT pellicle race heats up as aweXome Ray pushes toward EUV commercialization
As South Korea's major memory manufacturers race to secure next-generation lithography technologies for increasingly advanced process nodes, the approaching High-NA EUV era is adding...
Thursday 13 August 2026
Pegatron stocks AI server parts early as shortages spread through supply chain
Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...
Thursday 13 August 2026
Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

Samsung SDI is ending its battery manufacturing partnership with General Motors (GM) in Indiana, terminating a major EV joint venture...

Thursday 13 August 2026
LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia
LX Semicon has begun mass production of an automotive microcontroller unit (MCU) and started supplying the chip to Hyundai Motor and Kia, marking the first time the two automakers...
Thursday 13 August 2026
Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment
Bijan Nowroozi, Head of Ecosystem Development at Lightmatter, announced at the OCP APAC Summit 2026 that the company has released an infrastructure white paper aimed at building a...
Thursday 13 August 2026
Commentary: Shut out of Nvidia and AMD, Compal charts a different path to AI servers

Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and...

Thursday 13 August 2026
NXP expands Malaysia factory to bolster global chip supply resilience

NXP Semiconductors has begun expanding its Petaling Jaya assembly and test site in Malaysia, a move that could support semiconductor...