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    NEWS TAGGED SUPPLY CHAIN
    Thursday 4 September 2025
    Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders
    China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
    Thursday 4 September 2025
    Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

    Foreign chipmakers are partnering with Chinese firms as geopolitical tensions and supply chain risks reshape the global semiconductor industry...

    Thursday 4 September 2025
    Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race
    The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized"...
    Wednesday 3 September 2025
    Why TSMC is holding back on advanced packaging despite soaring demand
    TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
    Tuesday 2 September 2025
    Image processing supply chain eyes rising demand from drones
    The growing demand for unmanned vehicles, especially amid the current wave of AI upgrades, heavily relies on advanced image processing capabilities. For drones, various image processing...
    Tuesday 2 September 2025
    HCLTech Empowers Taiwan's Global Expansion with Three Core Strengths
    As Taiwan's high-tech manufacturing and semiconductor sectors play an increasingly critical role in the global economy, companies are accelerating their overseas expansion to navigate...
    Tuesday 2 September 2025
    Automotive camera growth slows, but industry remains optimistic about long-term demand
    The automotive cameras sector is experiencing a noticeable slowdown in 2025 after several years of rapid growth, which industry players generally attribute to the sluggish adoption...
    Tuesday 2 September 2025
    With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
    Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
    Tuesday 2 September 2025
    Nittobo's Fukushima bet shakes up CoWoS supply chain, Taiwan Glass on the line
    The global surge in generative AI is driving explosive growth in the AI server market, making advanced CoWoS packaging a crucial battleground for GPU makers and custom chip developers...
    Tuesday 2 September 2025
    Alibaba denies massive Cambricon chip order
    Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power...
    Tuesday 2 September 2025
    BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets
    BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first...
    Monday 1 September 2025
    TPCA Show to kick off in October with Unimicron chair as keynote speaker
    The technology supply chain will gather for a series of exhibitions in the second half of 2025, including Taiwan's major PCB industry event, the TPCA Show, which will take place from...
    Monday 1 September 2025
    Swancor Holding trims stake in materials arm to fuel robotics and aerospace push

    Swancor Holding will divest part of its stake in Swancor Advanced Materials after a September 1 shareholder vote, a step designed to unlock...

    Monday 1 September 2025
    Exclusive: Apple pushes automation, leaving suppliers to foot the bill
    Apple is significantly increasing automation efforts within its manufacturing supply chain, primarily in response to the trade war tariffs initiated under US President Donald Trump...
    Monday 1 September 2025
    India-Japan summit sets US$67bn target to fuse talent, tech, and supply chains
    At the 2025 India-Japan Annual Summit, leaders advanced collaboration in semiconductors, AI, robotics, green energy, and space technologies. With JPY10 trillion (USD$67 Bn) in planned...
    29/75 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook