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NEWS TAGGED SUPPLY CHAIN
Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026
Gemtek, CyberTAN see YoY growth turn positive in July
As supply chain turbulence is easing, network equipment makers are starting to report better revenues. Gemtek Technology and CyberTAN both saw year-over-year revenue growth turn positive...
Tuesday 11 August 2026
Column: The everyday philosophy of supply chain resilience
When people talk about responding to supply chain shocks, the instinct is often to stockpile inventory or build backup production lines. However, after visiting Inner Mongolia Shuangjie...
Tuesday 11 August 2026
UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties

The UK Semiconductor Centre (UKSC), a leading organization in the UK semiconductor ecosystem, will lead a delegation of British semiconductor...

Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first...
Monday 10 August 2026
Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president...

Monday 10 August 2026
Taiwan drones still rely on foreign chips despite shift away from China

Demand for non-China drone supply chains is clear in Europe and the US, while calls to reduce reliance on Chinese suppliers have recently...

Monday 10 August 2026
Column: Greening the Gobi Desert—how China built Inner Mongolia's wind power ecosystem

Driven by global net-zero commitments and China's "dual carbon" goals of peaking carbon emissions before achieving carbon neutrality,...

Saturday 8 August 2026
Accton revenue jumps on AI switch demand as 1.6T shipments expand
Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...
Friday 7 August 2026
Taiwan advances efforts to become global drone hub with non-China supply chain edge

Amid the escalation of geopolitical tensions and extreme weather events, Taiwan has stepped up efforts to become a global hub for drone...

Friday 7 August 2026
Controlled scarcity: MP Materials builds America's rare earth answer while China keeps the heavies at home
MP Materials' second quarter is best read as a status report on an industrial contest. On the one hand, China has tightened its grip on the parts of the rare earth chain that matter...
Friday 7 August 2026
Samsung sounds out Novatek for Galaxy S28 Ultra DDI

Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move...

Friday 7 August 2026
Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...