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    NEWS TAGGED SUPPLY CHAIN
    Monday 4 May 2026
    Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs
    Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund managers and a major developer of offshore wind projects across Asia Pacific, says...
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Monday 4 May 2026
    Taiwan moves to close the gap on semiconductor equipment self-sufficiency
    Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's...
    Monday 4 May 2026
    Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
    Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...
    Monday 4 May 2026
    United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
    United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...
    Monday 4 May 2026
    SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging
    SEMICON SEA 2026 convened from May 5 to 7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur to showcase Malaysia's expanding role in the global semiconductor...
    Monday 4 May 2026
    Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
    The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...
    Monday 4 May 2026
    BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
    BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical...
    Monday 4 May 2026
    AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
    Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
    Monday 4 May 2026
    Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies
    Amid shifting geopolitics, collaboration between Europe's electronic warfare expertise and Taiwan's leading supply chain capabilities could materially change how democratic allies...
    Friday 1 May 2026
    OpenAI demand doubts cast shadow over AI server supply chain

    OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...

    Friday 1 May 2026
    Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
    Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
    Thursday 30 April 2026
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
    Thursday 30 April 2026
    NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint
    Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...
    Thursday 30 April 2026
    Taiwan's AI push awaits legislative green light
    Given Taiwan's crucial role in the AI supply chain, Cheng-wen Wu, chairman of the country's National Science and Technology Council (NSTC), called on Taiwan's legislature to pass the...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook