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NEWS TAGGED SUPPLY CHAIN
Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
Tuesday 21 April 2026
Middle East transshipment and supply chain shifts double SE Asia freight rates
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...
Tuesday 21 April 2026
Exclusive: Beijing eyes solar export curbs to ground Musk's space power play
Recent reports from foreign media indicate that China is preparing to restrict exports of heterojunction (HJT) solar equipment to the United States — a move that industry sources...
Tuesday 21 April 2026
Nissan slashes rare earth in EV motors, cutting China supply risk
Japanese automaker Nissan Motor has sharply reduced its reliance on critical minerals in its latest electric vehicle design, highlighting how automakers are re-engineering core components...
Monday 20 April 2026
US security agencies adopt Anthropic's Mythos despite Pentagon risk label
The US National Security Agency (NSA) is using Anthropic's advanced AI model, Mythos Preview, even after the Department of Defense (DoD) formally designated the company a "supply chain...
Monday 20 April 2026
Chinese auto parts chain expands amid smart and electric vehicle surge
China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that...
Monday 20 April 2026
Mirle, UAT form robotics venture for global expansion

Automation solutions provider Mirle announced plans to establish a joint venture with United Alloy-Tech Company (UAT), aiming to capture...

Sunday 19 April 2026
At 360° Mobility Show, Taiwan pushes integrated automotive future
To more fully showcase Taiwan's role in the global mobility industry, three of its flagship trade shows—Taipei AMPA, E-Mobility Taiwan, and Autotronics Taipei—were combined...
Saturday 18 April 2026
Taiwan's satellite edge computing tech moves toward global market
Taiwan is pushing deeper into the global space supply chain, as a government-backed effort to develop advanced satellite payloads yields another milestone: the commercialization of...
Saturday 18 April 2026
Securing the supply chain, CATL pushes into global mining assets
Contemporary Amperex Technology Co. Limited, China's dominant electric vehicle battery manufacturer, is accelerating its push up the supply chain, pairing strong earnings with an aggressive...
Friday 17 April 2026
OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity,...

Friday 17 April 2026
Apple highlights record progress in recycled materials across products
Apple has announced what it describes as its highest-ever use of recycled materials across its product lineup, underscoring continued efforts to reduce environmental impact and move...
Friday 17 April 2026
Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

Friday 17 April 2026
EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Friday 17 April 2026
Taiwan and Japan solidify lead in transmission component market for humanoid robots
The rise of new hardware designs for humanoid robots has created fresh opportunities across the supply chain, with linear actuators — which act as the muscles of robots that...