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NEWS TAGGED SUPPLY CHAIN
Monday 3 August 2026
Drone delivery goes mainstream as Shenzhen becomes a robot hub
Meituan's drone delivery service can reach customers within 3 kilometers in about 15 minutes, rain or shine, and its daily use in Shenzhen is highlighting why the city has become a...
Monday 3 August 2026
AI infrastructure orders extend PCB expansion race
Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
Monday 3 August 2026
Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
Monday 3 August 2026
Apple says advanced-node capacity tightens amid 2nm race

Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

Monday 3 August 2026
FICG launches Singapore-Malaysia dual-core strategy
FICG's advanced manufacturing subsidiary PRO3C signed a memorandum of understanding (MOU) with AME Elite Consortium Berhad, a Malaysia-listed integrated industrial space solutions...
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...