News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Wednesday 18 March 2026

Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC

On March 18, Foxconn (Hon Hai) announced a strategic partnership with SAP to accelerate the adoption of next-generation enterprise artificial intelligence across the Asia-Pacific region...

Wednesday 18 March 2026

Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Wednesday 18 March 2026

Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion

Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...

Wednesday 18 March 2026

Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges

Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...

Tuesday 17 March 2026

Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier

Frequent global conflicts in recent years have sharply driven up demand for drones, prompting many countries to accelerate the development of related industries. Backed by government...

Tuesday 17 March 2026

As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain

As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...

Monday 16 March 2026

India's 2026 budget targets semiconductor supply chain with five-year tax exemptions and near-zero import duties

India's Union Budget 2026 has introduced a comprehensive set of tax exemptions and duty-free incentives aimed at securing a larger share of the global technology supply chain, though...

Monday 16 March 2026

Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry...

Monday 16 March 2026

AI boom fuels cargo surge at Taoyuan Airport's free trade zone

Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...

Monday 16 March 2026

AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers

Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...

Monday 16 March 2026

AI server tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip

Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...

Sunday 15 March 2026

SpeedTech enters LEO satellite supply chain, eyes double-digit growth

SpeedTech said it plans to deepen its presence in the low-Earth orbit (LEO) satellite supply chain in 2026 as part of a broader strategy to diversify across multiple industries. The...

Sunday 15 March 2026

PCB supply chains feel the heat of Middle East

The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...

Friday 13 March 2026

AI server tracker: February revenue highlights across testing, design services, and rail kits

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing,...

Friday 13 March 2026

Chip material prices double, compound semiconductor supply chain on alert

The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook