News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Saturday 13 June 2026

Tesla-linked expansion by Taiwan's Aleees underscores shifts in global battery supply chains

Taiwanese cathode materials maker Aleees has disclosed an expansion plan to meet North American demand for lithium iron phosphate precursor materials. The move highlights Tesla's broader...

Saturday 13 June 2026

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and...

Friday 12 June 2026

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...

Friday 12 June 2026

Google weighs Samsung's role in next AI chip as TSMC capacity tightens

Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply...

Friday 12 June 2026

Boston Dynamics highlights diverse strategies in humanoid robotics amid Nvidia-Unitree collab

Boston Dynamics, one of the leading humanoid robotics companies in the US, during a recent visit to Taiwan, addressed Nvidia's announcement that it will partner with Chinese humanoid...

Friday 12 June 2026

Korean battery equipment makers expand India push as EV supply chain globalizes

From SK On-linked exports to Tata Agratas buildouts, South Korean equipment suppliers are increasingly supplying full battery production lines in India as the market shifts from planning...

Friday 12 June 2026

Jiin Ming highlights tactical fixed-wing drones as Taiwan pushes non-red supply chain expansion

Jiin Ming Industry showcased its tactical fixed-wing drone platform and related technologies at a Taiwan drone alliance event on June 9, 2026, presenting a flight-ready multirotor...

Friday 12 June 2026

Tesla's US-made LFP battery push faces China's scale advantage

Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus...

Friday 12 June 2026

China's memory firms chase capital as AI storage demand lifts Biwin, Longsys

As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...

Friday 12 June 2026

Google TPU orders shift as MediaTek, Marvell, and Broadcom split market

Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...

Friday 12 June 2026

China squeezes InP supplies, jolting US-Taiwan optics chain

China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

Friday 12 June 2026

Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain

Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...

Friday 12 June 2026

Nextron says AI supply chain is in place as orders extend to 2027

Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...

Thursday 11 June 2026

Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

Thursday 11 June 2026

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

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