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NEWS TAGGED SUPPLY CHAIN
Thursday 20 August 2026
Nvidia, TSMC, chip gear makers ride AI boom into high-margin club
Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a "high-margin club." Trailing...
Thursday 20 August 2026
LG acquires Mexico TV parts plant to cut production costs
LG Electronics has acquired a local TV parts factory in Mexico. The move strengthens cost competitiveness and tightens control over its supply chain at one of its key North American...
Thursday 20 August 2026
AI robotics opens a bigger prize for Taiwan's precision manufacturing supply chain

Intelligent Asia 2026 opened on August 19 at TaiNEX 1 and TaiNEX 2 in Taipei, with industry and government speakers repeatedly returning...

Thursday 20 August 2026
Rising demand for CPO, SiPh reshapes semiconductor testing
As chip power consumption, transmission speed and architectural complexity increase, testing has shifted from being a final pre-shipment quality gate to an earlier stage in product...
Wednesday 19 August 2026
Taiwan seeks shift from drone supplier to strategic partner in entering US market
Industry figures and analysts from Taiwan and the United States gathered on August 19 at an international unmanned aerial vehicles (UAVs) forum to discuss how Taiwan can move beyond...
Wednesday 19 August 2026
Taiwanese firms' China investment returns hit record high on AI boom

Driven by surging global demand for AI and high-performance computing (HPC), Taiwanese listed companies achieved record combined profits...

Wednesday 19 August 2026
Elite Advanced Laser says AI optical Shortage could last for years as orders outpace capacity
Elite Advanced Laser Corp. said persistent shortages in the AI optical supply chain are likely to continue for years, as demand for high-speed connections continues to outpace supply...
Wednesday 19 August 2026
Rattled supply chains: Over half of Taiwan firms feel the squeeze of US-Iran conflict

More than half of Taiwanese companies surveyed by TAITRA reported being negatively affected by the US-Iran conflict, with rising costs...

Wednesday 19 August 2026
China dominates optical modules but US allies hold the upstream keys
The technology rivalry between the US and China is spreading into a new part of the AI supply chain: optical transceivers, the critical devices that connect AI servers to fiber-optic...
Tuesday 18 August 2026
AI server supply chain ramps up capital, talent, and capacity
The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
Tuesday 18 August 2026
South Korea-India venture Indichem targets semiconductor materials supply chain without China
A new joint venture between South Korean and Indian chemical firms is betting that semiconductor materials can be made without touching China at any stage, positioning itself as an...
Tuesday 18 August 2026
MediaTek widens ASIC services as market share surges

MediaTek has reportedly landed major orders for Google TPU products in recent years, even appearing to challenge Broadcom's position...

Tuesday 18 August 2026
Column: Strategic resilience in precious metal refining: insights from Qiankun Gold, Silver

Amid global supply chain restructuring and geopolitical rivalry, precious metals are no longer merely financial hedging tools but have...

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...