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NEWS TAGGED SUPPLY CHAIN
Monday 2 February 2026
Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display
Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing...
Monday 2 February 2026
Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
Monday 2 February 2026
Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
Sunday 1 February 2026
China controls 80% of global AI glasses production
China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...
Saturday 31 January 2026
Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost...

Friday 30 January 2026
Taiwan pledges full US cooperation to build new non-China supply chain
On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...
Friday 30 January 2026
MediaTek and Arm-backed Arbor drives layered growth with AI strategy
As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...
Friday 30 January 2026
DRAM price surge ripples downstream as CWE plans EMC hike
The recent surge in DRAM prices is widening pricing headroom across the semiconductor supply chain, prompting Chang Wah Electromaterials (CWE), a major semiconductor materials supplier...
Friday 30 January 2026
Boeing signals stronger 2026 outlook as aircraft deliveries accelerate
Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace...
Friday 30 January 2026
Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity
Taiwan's semiconductor test supply chain is experiencing strong growth driven by increased demand for AI and HPC chips, industry sources report. Close collaborations with foundries...
Friday 30 January 2026
Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA
Wei Shaojun, vice president of the China Semiconductor Industry Association (CSIA) and a widely recognized pragmatic voice within China's semiconductor sector, has spoken out against...
Thursday 29 January 2026
Jensen Huang endorses Micron CEO 'Sanjay' as Taiwan cement AI memory alliance
The epicenter of the AI supercycle converged on Taipei this Thursday as President Lai Ching-te welcomed Micron CEO Sanjay Mehrotra to the Presidential Office, just hours after NVIDIA...
Thursday 29 January 2026
Taiwan, US expand AI, drone cooperation under Pax Silica framework
Taiwan's Minister of Economic Affairs, Ming-hsin Kung, joined senior US State Department officials on January 27, 2026, in the US to conclude the sixth US-Taiwan Economic Prosperity...
Thursday 29 January 2026
In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged...
Thursday 29 January 2026
Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...