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NEWS TAGGED SUPPLY CHAIN
Wednesday 9 September 2026
Asia Vital revenue hits record as US CSP ASIC server demand climbs
Asia Vital said August 2026 revenue rose to NT$512 million, up 29.10% year over year, as shipments of ASIC servers to a US cloud service provider customer continued to increase. The...
Wednesday 9 September 2026
Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage
Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure...
Wednesday 9 September 2026
Taiwanese suppliers are being demoted to second tier as Xiaomi squeezes prices
Xiaomi Auto moved aggressively in September 2026, officially launching its second product line, the SkyNomad extended-range SUV series, on September 7. The company also said cumulative...
Wednesday 9 September 2026
Indonesia bets on a full EV supply chain as BYD opens its Subang plant

Indonesia's industry minister said the country has the resources to build a complete domestic electric vehicle chain, speaking in Subang,...

Tuesday 8 September 2026
ChenFull Precision expands from defense and semiconductor equipment into quantum computing
ChenFull Precision has expanded rapidly in recent years from traditional precision manufacturing operations such as welding and surface treatment into the semiconductor process equipment...
Tuesday 8 September 2026
Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps
Intel's PC CPU prices have continued to rise since the end of 2025, and supply chain sources said the company is expected to raise them by another 10%. Its low-margin small-core line...
Tuesday 8 September 2026
Renewable power shortage puts Taiwan's chip cluster under scrutiny
As semiconductor and AI infrastructure expansions elevate Taiwan's strategic profile on the global stage, mandates for a "green chip" supply chain are intensifying pressure on major...
Tuesday 8 September 2026
Tungsten hexafluoride supply chain alerts as Peric expands
Explosive capacity expansions by memory giants across South Korea, the United States, and China are driving surging demand for tungsten hexafluoride (WF6), a specialty electronic gas...
Tuesday 8 September 2026
Chicony targets 2027 robot startup shipments as notebook sales soften
Chicony Electronics said August 2026 revenue came under pressure as higher raw-material costs and shortages of key semiconductor components slowed customer orders, with notebook shipments...
Tuesday 8 September 2026
Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow
The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The...
Tuesday 8 September 2026
Nvidia underwrites its own demand; that may be harder to copy than its chips
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
Monday 7 September 2026
India frames its chip build-out as redundancy for the world, and Taiwan as its partner in building it
India's most senior semiconductor policymakers came to Taipei with an argument aimed squarely at the Taiwanese supply chain: the country's chip program is meant to add redundancy to...
Monday 7 September 2026
Analysis: Under tariff threats, Taiwan chipmakers hedge beyond US
Taiwanese companies are only at the start of a broader overseas investment cycle, as Washington signals possible new semiconductor tariffs and Taipei moves to deepen industrial links...
Monday 7 September 2026
India says it cannot build electronics without China and has started easing the rules to prove it
India is selling its semiconductor build-out abroad as a hedge against an over-concentrated supply chain. The officials running it are unusually candid that the hedge cannot be built...
Monday 7 September 2026
Machine builders flood SEMICON 2026 to grow local chip tools
Taiwan's machinery industry is pushing to turn its semiconductor advantage into a domestic equipment supply chain, as more than 100 member companies join SEMICON Taiwan 2026 and the...