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NEWS TAGGED SUPPLY CHAIN
Monday 12 October 2026
South Korean startup Helios targets Taiwan supply chains and Taiwan Strait risk analysis
As US defense procurement restrictions and European Union (EU) supply-chain due diligence requirements advance, South Korean risk-intelligence startup Helios is targeting verification...
Monday 12 October 2026
Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain
Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone...
Monday 12 October 2026
Former iPhone display plant in Japan reportedly to enter AI chip supply chain
A former iPhone display factory in Mobara, Japan, is set for a new role in the semiconductor supply chain, with Shinko Electric Industries planning to convert the site into a production...
Monday 12 October 2026
Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...
Sunday 11 October 2026
System integration emerges as Taiwan's next drone industry edge for defense scale-up
As defense technology and unmanned vehicles increasingly extend beyond traditional defense industries into the ICT and semiconductor sectors, Taiwan's manufacturers are being urged...
Thursday 8 October 2026
Largan Precision posts over 10% revenue growth in the first nine months of 2026
Largan Precision reported September consolidated revenue of NT$2.672 billion (US$83.73 million), down 1.75% from August but up 0.54% from a year earlier, according to an Oct. 8 filing...
Thursday 8 October 2026
Taiwan bans imports of China-made fiberglass silicone sleeves
Taiwan has ordered a halt to imports of China-made fiberglass silicone sleeves, saying that opening the market to such products would cause a major adverse impact on related indust...
Thursday 8 October 2026
Huawei claims to have largely cut US tech reliance
Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls...
Thursday 8 October 2026
Taiwan defense industry deepens global supply chain ties
As countries move to build more resilient and self-reliant defense industries, they are also accelerating international supply chain cooperation. Taiwan External Trade Development...
Thursday 8 October 2026
Mature-node DRAM momentum stays strong into 4Q26
Contract prices for memory continue to climb, and supply chain sources say niche memory built on mature processes will still see "steady price increases" in the fourth quarter of 2026...
Wednesday 7 October 2026
Anduril to invest US$3.7 billion in Maryland shipyard for submarine supply chain
Anduril Industries said it will spend US$3.7 billion to build Arsenal-2, a next-generation software-defined shipyard at Sparrows Point in Baltimore County, Maryland. The US Navy is...
Wednesday 7 October 2026
Samsung SDI builds dual-track battery strategy with LFP supply deal, solid-state push
Samsung SDI is simultaneously expanding its lower-cost LFP supply chain and advancing its next-generation all-solid-state battery roadmap, signing separate agreements with POSCO Future...
Wednesday 7 October 2026
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
Wednesday 7 October 2026
Taiwan's next AI battle is all about data and partners, says former tech minister
Taiwan's tech industry has grown rapidly in recent years on the back of strengths in semiconductors, servers and the data center supply chain, lifting overall GDP. But companies that...
Wednesday 7 October 2026
South Korea races into sodium-ion batteries after falling behind China in LFP
As Chinese battery makers accelerate their push into sodium-ion batteries, South Korea's three major battery manufacturers are moving quickly into the emerging technology, seeking...