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NEWS TAGGED SUPPLY CHAIN
Friday 31 July 2026
Memory shortages deepen as prices climb into the second half of 2026

Memory shortages are tightening across the supply chain, and higher contract prices are set to ripple through global electronics markets...

Friday 31 July 2026
AIT reassures Taiwan-US auto ties remain strong amid ongoing tariff debate

Taiwan and the US are deepening auto trade ties that could influence consumer choice, supply-chain resilience, and tariff policy beyond...

Friday 31 July 2026
CSCC develops SiC crucibles to strengthen Taiwan’s AI data center supply chain
China Steel Corporation affiliate CSCC has developed 6N high-purity isotropic graphite blocks for 8-inch and 12-inch silicon carbide (SiC) crystal growth crucibles, aiming to reduce...
Thursday 30 July 2026
Taiwan delays car tax cuts over supply chain concerns

Taiwan will not move ahead for now with proposed passenger car tariff cuts, as the government weighs the risk of disrupting the domestic...

Thursday 30 July 2026
Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption
AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...
Thursday 30 July 2026
Greatek sees sustained AI demand, plans Philippines packaging plant acquisition
Greatek's latest investment and capacity plans signal how AI-driven semiconductor demand is rippling beyond Taiwan, with implications for global device makers, automakers, and industrial...
Wednesday 29 July 2026
Taiwan sets non-China supply chain as key requirement for Presidential Cup Drone Competition
Taiwan's Office of the President announced the rules for the Presidential Cup 2026 Drone Competition on July 28, aiming to cultivate talent in technology applications, encourage industry...
Wednesday 29 July 2026
China's glass substrate supply chain takes shape for AI chip packaging
Intel's recent memorandum of understanding with Lens Technology to collaborate on through-glass via (TGV) advanced packaging has been widely viewed as an important step towards the...
Wednesday 29 July 2026
Intel Foundry completes US microelectronics prototype program

Intel Foundry has completed a US defense-backed semiconductor prototype program that could have implications for supply chain resilience,...

Wednesday 29 July 2026
Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

Seagate's fiscal fourth quarter was by almost every measure its strongest in over a decade — US$3.6 billion in revenue, US$1.1...

Wednesday 29 July 2026
Column: Taiwan suppliers' path into US Space Force supply chain
As the debate over the US fiscal 2027 defense spending plan to dismantle the Space Development Agency (SDA) continues, the Proliferated Warfighter Space Architecture's (PWSA) transport...
Wednesday 29 July 2026
AI shift to inference boosts CPU server demand across the supply chain
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
Wednesday 29 July 2026
Huawei targets 2027 glass substrate production to gain an edge in AI chips

Huawei is reportedly working through its domestic supply chain to begin mass production of semiconductor glass substrates in 2027,...

Wednesday 29 July 2026
Australia capital markets ride AI deal wave as cloud startups target listings

Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4...

Tuesday 28 July 2026
Squeezed by China, Taiwan ODMs pivot to AI for new growth

China's notebook manufacturing industry is rising rapidly just as Taiwan's ODMs retreat from notebook assembly, but Wistron chairman...