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NEWS TAGGED SUPPLY CHAIN
Tuesday 8 September 2026
Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps
Intel's PC CPU prices have continued to rise since the end of 2025, and supply chain sources said the company is expected to raise them by another 10%. Its low-margin small-core line...
Tuesday 8 September 2026
Renewable power shortage puts Taiwan's chip cluster under scrutiny
As semiconductor and AI infrastructure expansions elevate Taiwan's strategic profile on the global stage, mandates for a "green chip" supply chain are intensifying pressure on major...
Tuesday 8 September 2026
Tungsten hexafluoride supply chain alerts as Peric expands
Explosive capacity expansions by memory giants across South Korea, the United States, and China are driving surging demand for tungsten hexafluoride (WF6), a specialty electronic gas...
Tuesday 8 September 2026
Chicony targets 2027 robot startup shipments as notebook sales soften
Chicony Electronics said August 2026 revenue came under pressure as higher raw-material costs and shortages of key semiconductor components slowed customer orders, with notebook shipments...
Tuesday 8 September 2026
Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow
The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The...
Tuesday 8 September 2026
Nvidia underwrites its own demand, and that may be harder to copy than its chips
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
Monday 7 September 2026
India frames its chip build-out as redundancy for the world, and Taiwan as its partner in building it
India's most senior semiconductor policymakers came to Taipei with an argument aimed squarely at the Taiwanese supply chain: the country's chip program is meant to add redundancy to...
Monday 7 September 2026
Analysis: Under tariff threats, Taiwan chipmakers hedge beyond US
Taiwanese companies are only at the start of a broader overseas investment cycle, as Washington signals possible new semiconductor tariffs and Taipei moves to deepen industrial links...
Monday 7 September 2026
India says it cannot build electronics without China and has started easing the rules to prove it
India is selling its semiconductor build-out abroad as a hedge against an over-concentrated supply chain. The officials running it are unusually candid that the hedge cannot be built...
Monday 7 September 2026
Machine builders flood SEMICON 2026 to grow local chip tools
Taiwan's machinery industry is pushing to turn its semiconductor advantage into a domestic equipment supply chain, as more than 100 member companies join SEMICON Taiwan 2026 and the...
Sunday 6 September 2026
I-Chiun eyes Nvidia Vera Rubin supply chain as thermal business nears half of sales
I-Chiun Precision Industry is accelerating its shift from LED lead frames into high-end thermal solutions, with thermal products now accounting for 40-45% of revenue. The company expects...
Saturday 5 September 2026
Samsung SDI nears solid-state battery mass production, eyes China supply chain
Reports that Samsung SDI's procurement team recently visited the Chinese production facilities of battery material maker Tinci Materials have drawn significant attention within China's...
Friday 4 September 2026
From chips to physical AI: Experts urge Taiwan-US push for trusted drone supply chains at Semicon Taiwan 2026
Trustworthy supply chain concerns are extending beyond semiconductors to drones and other autonomous systems, now emerging as national strategic industries. At a Semicon Taiwan 2026...
Friday 4 September 2026
Processor, memory boom could push chip supply chain out of sync, says Yole
Gary Huang, vice president and head of Asia-Pacific research and business development at Yole Group, said the imbalance is already showing signs of what he described as supply-chain...
Friday 4 September 2026
Young Liu urges 'Made with Taiwan' supply chain rethink

Foxconn chairman Young Liu on September 2 called on Taiwan's supply chain to shift from "Made in Taiwan" to "Made with Taiwan," saying...