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NEWS TAGGED SUPPLY CHAIN
Wednesday 3 June 2026
Nvidia and Infineon press supply chain co-design as AI power limits tighten
At the opening day of Computex 2026, Lite-On Technology hosted an AI industry summit under the theme "Powering the AI-driven Future," where DIGITIMES chairman Colley Hwang moderated...
Wednesday 3 June 2026
Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside...
Wednesday 3 June 2026
Tech giants step up investments in Taiwan as government vows supply chain stability
As Computex 2026 opened in Taipei on June 2, Taiwanese President Ching-te Lai said major international tech companies are increasing investment in Taiwan, underscoring confidence in...
Wednesday 3 June 2026
Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin
Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of...
Tuesday 2 June 2026
Agentic AI triggers widespread computing crunch across global supply chain
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
Tuesday 2 June 2026
KYEC chair CK Lee steps down; vice chair Chi-chun Hsieh takes over
Semiconductor testing company King Yuan Electronics (KYEC) recently convened its 2026 shareholders' meeting, during which it completed the election of nine board directors. Longtime...
Monday 1 June 2026
Taiwan networking firms begin Wi-Fi 8 validation ahead of standard finalisation
Wi-Fi 7 has yet to reach mass adoption, but the networking supply chain is already preparing for the next generation. Sercomm, WNC, Zyxel, and Gemtek have showcased Wi-Fi 8 technology...
Monday 1 June 2026
Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp
Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing...
Monday 1 June 2026
LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain
LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume...
Monday 1 June 2026
Nvidia courts Korea's industrial giants ahead of Computex
Nvidia chief executive Jensen Huang's pre-Computex meetings in Taipei are drawing close attention from South Korean companies seeking a bigger role in the global AI supply chain. With...
Monday 1 June 2026
MediaTek highlights supply chain advantage, says focus with Nvidia is product cooperation
MediaTek held a pre-Computex 2026 media event in Taipei, Taiwan, on May 29, after which president and COO Joe Chen and CFO and co-COO David Ku spoke with reporters. Ku shared his views...
Monday 1 June 2026
Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins
The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...
Monday 1 June 2026
Asus ready to compete as Apple expands into budget laptop market
Asustek Computer (Asus) chairman Jonney Shih outlined the company's artificial intelligence (AI) strategy roadmap and also commented on whether Apple's entry-level MacBook Neo could...
Monday 1 June 2026
WPG says AI era will reward supply-chain ecosystems over individual firms
As Computex opens this week, Nvidia CEO Jensen Huang has arrived in Taiwan early to meet supply-chain partners. For global readers, the message from local industry leaders is clear:...
Sunday 31 May 2026
Yageo eyes AI liquid-cooling dealmaking, targets protection components
Yageo chairman Pierre Chen, who has become Taiwan's richest man, reiterated at the company's recent shareholders meeting that the group will not sit out opportunities in the AI applications...