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Thursday 2 July 2026
Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in...

Thursday 2 July 2026
Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition...

Thursday 2 July 2026
USMCA review and post-Brexit rules cloud auto supply chain
The global auto industry is facing a sharper supply chain shock from trade policy, as the US, Canada, and Mexico begin a mandatory review of the USMCA, and post-Brexit sourcing rules...
Thursday 2 July 2026
Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...
Thursday 2 July 2026
Fujifilm India signs MoU to assess semiconductor materials manufacturing in Gujarat

Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of...

Thursday 2 July 2026
LG Electronics creates robot business center to scale physical AI and robotics supply chain
LG Electronics announced the creation of a robot business center to accelerate its physical AI and robotics efforts, the company said. The new organization will consolidate development,...
Thursday 2 July 2026
GaAs and InP price hikes hit Taiwan supply chain
Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply...
Wednesday 1 July 2026
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum...
Wednesday 1 July 2026
Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further

As the US tightens controls on advanced AI chip exports, smuggling schemes are surfacing across the AI server supply chain, driven...

Wednesday 1 July 2026
Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief

Taiwan's Keelung prosecutors detained Albatron Technology general manager Kevin Lu on Tuesday on suspicion of smuggling Supermicro...

Wednesday 1 July 2026
Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts
Volkswagen Group and Bosch are reportedly reviewing their four-year autonomous driving partnership as Europe's Level 3 (L3) rollout falls short and China's supply chain gains influence...
Wednesday 1 July 2026
China's price war cuts humanoid robot hand costs in half — but precision parts resist

Competition in China's humanoid robot market is driving down prices for dexterous hands and other key parts, with implications for...

Wednesday 1 July 2026
AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns

As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become...

Wednesday 1 July 2026
Taiwan sends defense drone bills to committee review as supply chain ramps up
Taiwan's legislature moved defense drone proposals to committee review on July 3 after heated debate, advancing plans to fund a domestic autonomous unmanned vehicles program and prompting...
Wednesday 1 July 2026
Global auto supply chain braces for fiercer 3Q26 profit battle
The global automotive supply chain remained in turmoil in the first half of 2026 due primarily to geopolitical challenges and subsidy adjustments in Europe, the US, and China, as well...