News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Monday 13 April 2026

Hormuz conflict exposes Southeast Asia's energy fault lines

A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the...

Monday 13 April 2026

Exclusive: Apple's foldable iPhone faces production delay, but 2026 launch still in sight

The timing of mass production for Apple's first foldable iPhone has become a focal point of industry scrutiny. According to sources within...

Monday 13 April 2026

How Foxconn is winning a bigger slice of MacBook Neo orders

Apple's most price-competitive notebook ever, the MacBook Neo, triggered a buying frenzy immediately after its launch in March, with market demand significantly exceeding expectations...

Sunday 12 April 2026

Tesla and SpaceX deepen vertical integration push for supply chain control

Under the leadership of Elon Musk, Tesla and SpaceX have stretched their ambitions across a widening array of industries — from robotaxis and the humanoid robot Optimus to low-Earth-orbit...

Saturday 11 April 2026

Taiwan partners with French drone leader to boost key tech, global supply chain

Taiwan has partnered with a major French drone manufacturer to build a secure and trusted supply chain network. Taiwan's Metal Industries Research and Development Center (MIRDC) announced...

Saturday 11 April 2026

Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push

Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...

Saturday 11 April 2026

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...

Saturday 11 April 2026

Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures

Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...

Friday 10 April 2026

Asustek posts record March and 1Q26 revenue on strong AI server demand

Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...

Friday 10 April 2026

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...

Friday 10 April 2026

Taiwan chip firms quietly build robot sector, eye US decoupling opportunities

The robotics market has been gaining attention since 2025, prompting active supply chain development. Within the chip industry, Taiwanese IC design firms generally believe that current...

Friday 10 April 2026

MetaOptics and Taiwan's Pinjie partner to build global metalens production hub

MetaOptics' alliance with Taiwanese partner Pinjie Nano-Optics shifts advanced optical manufacturing to Taiwan, leveraging the island's semiconductor supply chain to enable metalens...

Friday 10 April 2026

Hyundai targets US 'Southern MIT' talent; Taiwan risks falling behind in humanoid robotics?

As the US and China compete for leadership in humanoid robotics, Taiwan faces a critical decision about how to position itself in the industry's...

Friday 10 April 2026

Taiwan targets Poland's drone supply chain as Eastern European demand surges

Taiwanese companies are accelerating efforts to enter Poland's fast-growing drone supply chain, as the Eastern European country emerges as a hub for defense procurement and a gateway...

Friday 10 April 2026

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...

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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