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NEWS TAGGED SUPPLY CHAIN
Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026
Samsung reportedly exploring ASMPT for TCB supply
Samsung Electronics is reportedly diversifying its supply chain for thermal compression bonders (TCB), a critical tool in high-bandwidth memory (HBM) production, by engaging Singapore-based...
Wednesday 21 January 2026
US tariff easing slows supply chain shift to Southeast Asia
The US has finalized reciprocal tariffs with several countries, but supply chain sources say customer attitudes toward relocation vary. While server supply chains moving to North America...
Wednesday 21 January 2026
Taiwan's industrial park model goes global
Taiwan's tech sector is advancing its global layout amid a worldwide push for restructuring supply chains and promoting localized manufacturing. As evidenced in the recent trade agreement...
Wednesday 21 January 2026
China races to catch up with memory chip leaders in LPDDR6
China's semiconductor supply chain is accelerating plans to bring sixth-generation low-power DRAM, known as LPDDR6, into commercial use in 2026, seeking to close a long-standing technology...
Wednesday 21 January 2026
Taiwan rolls out tiered electricity rates for data centers amid AI power crunch
Taiwan's comprehensive industrial supply chain, ICT talent pool, and competitive land and utility costs have attracted global tech giants like Microsoft and Google to establish data...
Tuesday 20 January 2026
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...
Tuesday 20 January 2026
Foxconn lighthouse factory brings sustainable manufacturing and GenAI-driven decarbonization to Vietnam
The World Economic Forum (WEF) has named Foxconn Industrial Internet's (FII) Bac Ninh Province facility in Vietnam as the country's first Sustainable Lighthouse Factory, recognizing...
Tuesday 20 January 2026
Supply chain shifts strategies as China tightens rare earth export controls
Amid escalating geopolitical tensions between China and Japan, China has recently imposed stricter review measures on rare earth exports to Japan. Chinese authorities now reportedly...
Tuesday 20 January 2026
Foxconn deepened its manufacturing presence in China with new joint venture
Foxconn has established a joint venture, Henan Hongchuang Technology, in Zhengzhou, China, to enhance its manufacturing capabilities and supply chain resilience, with production set...
Tuesday 20 January 2026
China's rare earth prices rise for 6th consecutive quarter, inflation pressure returns to supply chain
China's Ministry of Commerce (MOFCOM) has tightened export controls on dual-use items to Japan, underscoring the growing strategic role of rare earth elements amid complex geopolitical...
Monday 19 January 2026
China's rare earth supply hit by factory blast as exports slip

China's rare earth supply chain faced renewed uncertainty after a deadly explosion at a steel plate plant operated by Inner Mongolia Baotou...

Monday 19 January 2026
Foxconn strengthens US server presence post-tariff deal
Following the conclusion of the Taiwan-US tariff framework, industry attention centers on how Foxconn (Hon Hai Precision), a leading electronics manufacturer, will recalibrate its...
Monday 19 January 2026
US-Taiwan trade pact clears path for tech supply chain hubs in America
The US and Taiwan have reached a trade breakthrough that lowers reciprocal tariffs to 15% and applies most-favored-nation treatment without stacking, creating new momentum for Taiwanese...
Monday 19 January 2026
Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...