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NEWS TAGGED SUPPLY CHAIN
Sunday 11 January 2026
Realme and OnePlus return to Oppo: Three-brand integration to counter supply chain and market pressure
China's smartphone industry opened 2026 with a major consolidation move, as Realme formally returned to the Oppo group as a sub-brand and integrated with fellow sub-brand OnePlus...
Sunday 11 January 2026
Apple iPhone exports from India reach US$50 billion in 2025

Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company's...

Saturday 10 January 2026
Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry
With the ongoing volatility in the electronics supply chain and persistent component shortages, Chicony Power is accelerating its transformation on the back of its existing notebook...
Friday 9 January 2026
Tesla CEO predicts AI's future hinges on China's power capacity
Tesla CEO Elon Musk recently stated that electricity is the ultimate currency in the AI race, aligning with supply chain insights showcased at CES 2026 around autonomous vehicles,...
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy...
Thursday 8 January 2026
CES 2026: Nvidia CEO reveals three key investment directions
Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO...
Thursday 8 January 2026
Precious metal rally tightens electronics supply chains as silver price surge lifts component costs
Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices...
Thursday 8 January 2026
Nvidia's Vera Rubin servers drive data centers to full liquid cooling
Nvidia's next-generation Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design, according to server supply chain sources,...
Thursday 8 January 2026
PentaPro Materials enters TSMC supply chain with NT$3 billion Taiwan expansion
PentaPro Materials Inc., a Taiwanese supplier of semiconductor process chemicals, has joined the supply chain of TSMC and plans to invest NT$3 billion (US$95 million) in a second...
Thursday 8 January 2026
Humanoid robots eye commercial rollout in 2026

Industry supply chain sources say 2026 is increasingly being viewed as a potential inflection point for the commercialization of humanoid...

Wednesday 7 January 2026
CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI...

Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Tuesday 6 January 2026
Chinese chipmakers confront yield challenges despite localization push
China is speeding up efforts to localize its semiconductor supply chain to overcome US restrictions on high-end technology exports. Supply chain sources acknowledge that while Chinese...
Monday 5 January 2026
GTOC signs 5-year US defense deal for aerospace glass conformal antennas
G-Tech Optoelectronics (GTOC), a glass processing subsidiary of Hon Hai Precision Industry (Foxconn), announced it has signed a five-year framework agreement with a US defense systems...