CONNECT WITH US
NEWS TAGGED SUPPLY CHAIN
Wednesday 8 July 2026
Inspur forecasts sharp first-half profit growth
Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...
Wednesday 8 July 2026
AI servers squeeze MOSFET supply while PC slump tests power component pricing power

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management...

Wednesday 8 July 2026
China cost cuts put US$1T robotaxi market within reach by 2040

China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo...

Wednesday 8 July 2026
Apple reportedly broadens iPad OLED driver supply, chipping at Samsung's grip as foldables enlarge the pie
Apple's supply chain for OLED display driver ICs (DDI) — the chips that control how a screen's pixels light up — is diversifying, loosening Samsung's exclusive hold on...
Wednesday 8 July 2026
ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor...
Wednesday 8 July 2026
Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained...

Wednesday 8 July 2026
EDOM Technology Marks 30 Years of Global Innovation

EDOM Technology(TWSE: 3048), Asia's best solutions provider, celebrates its 30th anniversary this year. Since its establishment in 1996, EDOM has worked with global partners...

Wednesday 8 July 2026
Wistron sees AI demand holding up as sovereign AI gains traction
Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal...
Tuesday 7 July 2026
China's sodium battery boom faces supply risk

China's sodium-ion battery sector is drawing intense attention as surging lithium carbonate prices lift lithium battery production costs...

Tuesday 7 July 2026
Unimicron prices US$1.355 billion overseas depositary receipt offering

Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics...

Tuesday 7 July 2026
Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor
A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...
Tuesday 7 July 2026
Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export...
Tuesday 7 July 2026
TSMC's AI bottleneck spills demand across the semiconductor supply chain

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity...

Tuesday 7 July 2026
SYM sees Taiwan motorcycle market rising up to 10% in 2026
Sanyang Motor (SYM) said Taiwan's motorcycle market could grow as much as 10% in 2026, with the company aiming to keep market share above 40%. The outlook came as SYM introduced its...
Tuesday 7 July 2026
Officials warn of transshipment risks as strategic tech reaches Russia
Ukraine has found that about 90% of the cruise missiles and drones Russia used in attacks contained Japanese-made electronic components, most of them civilian parts routed through...