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NEWS TAGGED SUPPLY CHAIN
Wednesday 8 April 2026
Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26
Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...
Wednesday 8 April 2026
With SpaceBridge, BWant anchors Taiwan's satellite ambitions

As global demand for satellite communications accelerates, Taiwan's role in the supply chain is beginning to shift. On April 2, BWant...

Tuesday 7 April 2026
Korean chip suppliers face second year of price cuts despite AI boom

Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed...

Tuesday 7 April 2026
US PIPIR advances drone-missile strategy, integrating Taiwan into 'non-China' defense supply chains in Indo-Pacific
Amid sustained Middle East tensions, the US is redirecting strategic attention to the Indo-Pacific region, advancing a defense industrial network among first island chain partners...
Tuesday 7 April 2026
Exclusive: Apple reportedly shifts over 40% of MacBook production to Vietnam, including new budget Neo model
Industry sources reveal that in response to geopolitical risks, major brands have increasingly diversified their manufacturing outside China. Apple has already transferred more than...
Tuesday 7 April 2026
Taiwan, Japan join forces on next-gen drones with core technology alliance
The "brain" of a drone plays a critical role in flight missions. While Taiwanese manufacturers have advantages in drone hardware production, integrating the core control systems remains...
Tuesday 7 April 2026
PCB bottlenecks, freight costs push electronics prices higher
The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
Monday 6 April 2026
Out of this world: Taiwan's supply chain sets sights on orbital data centers
The surge of generative artificial intelligence is reshaping not only computing power but also the very geography of data centers, extending their reach beyond Earth's atmosphere....
Monday 6 April 2026
India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem,...

Sunday 5 April 2026
Apple pricing seen as key to 2026 smartphone slump
The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International...
Sunday 5 April 2026
Samsung and SK Hynix to reportedly bolster helium supply chain as Iran conflict risks rise
Facing the risk of a prolonged Iran conflict, Samsung Electronics and SK Hynix have reportedly begun strengthening their helium supply chain management for semiconductor manufacturing...
Thursday 2 April 2026
Copper price surge drives quarterly lead frame price hikes
Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
Thursday 2 April 2026
Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance
Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...
Thursday 2 April 2026
TCL acquires majority stake in Sony's home entertainment business in a strategic global JV
Sony Corporation and TCL Electronics Holdings Ltd. have finalized agreements to form a strategic partnership in the global home entertainment sector, with TCL acquiring a 51% stake...
Thursday 2 April 2026
Mobile chip inventory correction weighs on OSAT supply chain
As the industry enters the stocking phase ahead of new smartphone launches, mobile chip customers are undergoing an inventory adjustment period. The supply chain indicates that this...