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NEWS TAGGED SUPPLY CHAIN
Friday 8 May 2026
Shenmao rides the AI infrastructure boom to record revenue growth
Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...
Friday 8 May 2026
AUO tops US$3 billion in circular economy value
AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with...
Friday 8 May 2026
Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%
Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...
Friday 8 May 2026
Taiwan's Syncmold bets on the satellite internet boom to power its next growth cycle
Syncmold, a precision mechanical components manufacturer, is positioning itself more deeply within the fast-expanding low-Earth-orbit (LEO) satellite supply chain, betting that space...
Friday 8 May 2026
AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...
Friday 8 May 2026
AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

Thursday 7 May 2026
Chinese semiconductor equipment makers deepen SEA OSAT presence
Chinese semiconductor equipment makers CCtech and Nextool Technology are expanding into Southeast Asia's OSAT hubs as Malaysia and Singapore emerge as key packaging and testing centers...
Thursday 7 May 2026
Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate
Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward...
Thursday 7 May 2026
Taiwan brings 16 firms to AI EXPO Korea to pitch full AI supply chain to South Korea
Taiwanese companies showcased end-to-end AI infrastructure and applications at AI EXPO Korea 2026, aiming to address South Korea's urgent demand for high-performance computing, data...
Thursday 7 May 2026
Research Insight: AI memory boom squeezes automotive supply, driving costs higher
Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...
Wednesday 6 May 2026
Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit
Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...
Wednesday 6 May 2026
GlobalFoundries turns three-continent footprint into geopolitical hedge
In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company...
Wednesday 6 May 2026
Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk
Ukraine is accelerating efforts to reduce its dependence on China's supply chain, while Taiwanese drone makers expand production in Poland and Lithuania, reshaping Eastern Europe's...
Tuesday 5 May 2026
AMI capacity sold out through 2028 as CCL makers race for high-end tools

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

Tuesday 5 May 2026
Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...