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Thursday 30 April 2026
Qualcomm to ship custom product with hyperscaler in 4Q26
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Wednesday 29 April 2026
American-made Fords are selling out in Taiwan — and prices are going up to match
Ford's Taiwan distributor, Ford Lio Ho, is raising prices on 2026 model-year vehicles built in the US, citing rising shipping costs and surging demand that has outpaced supply.
Monday 27 April 2026
Evergreen warns higher oil costs will complicate 2026 planning and cloud fourth-quarter demand
Evergreen Marine Corp. said rising international oil prices driven by Middle East hostilities are expected to push up fuel cost ratios in the second quarter of 2026, complicating voyage...
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...
Thursday 16 April 2026
Rising component costs could shrink smartphone shipments by over 10% in 2026
Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...
Thursday 9 April 2026
AmTRAN's high-value product shipments boost 1Q26 revenue
AmTRAN reported stable shipments of high-value products, supported by a return to normal working days following the Lunar New Year and renewed customer demand. These factors have pushed...
Thursday 9 April 2026
Apple hit by Mac shipping delays as DRAM shortage intensifies
Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
Wednesday 25 March 2026
Middle East conflict threatens petrochemical and semiconductor supply chains
The widening Middle East conflict has disrupted shipping through the Strait of Hormuz and prompted Formosa Chemicals & Fibre Corporation to declare force majeure, threatening cuts...
Monday 23 March 2026
IEI Integration eyes strong 2026 growth as networking projects scale up
Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing...
Monday 23 March 2026
Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026
Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Tuesday 17 March 2026
As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain
As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...
Sunday 15 March 2026
PCB supply chains feel the heat of Middle East
The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...
Thursday 12 March 2026
Taiwan machinery industry sees limited impact from Middle East, freight costs in focus
Amid concerns that recent conflicts in the Middle East may impact industrial power supplies, Taiwan Association of Machinery (TAMI) chairman David Chuang noted that the machinery sector...
Thursday 12 March 2026
US-Iran clash seen as short-term shock as markets look toward possible de-escalation
The US-Iran military clash has raised concerns about oil supply disruptions and economic fallout. Still, hopes of a quick de-escalation have helped oil prices retreat and capital markets...