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NEWS TAGGED SUPPLY CHAIN
Tuesday 19 May 2026
Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
Tuesday 19 May 2026
SpaceX listing buzz sends Taiwan's satellite suppliers into expansion mode

As the world races to build next-generation communications networks in low-Earth orbit (LEO), signs are emerging that Elon Musk's SpaceX...

Tuesday 19 May 2026
Australia orders six China-linked investors to divest 17% stake in Northern Minerals
Australia directed six China-linked investors to sell their combined 17% stake in rare earths miner Northern Minerals within two weeks, as reported by The Wall Street Journal...
Tuesday 19 May 2026
Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, says Hyundai Mobis
Hyundai Mobis is moving to become a core supplier to the humanoid robotics industry, announcing a direct actuator supply agreement with Boston Dynamics and outlining a sweeping strategy...
Monday 18 May 2026
China agrees to ease rare earth restrictions in Trump deal as Taiwan's chip role takes center stage again
The United States and China have reached a trade and investment agreement that could reshape critical technology supply chains, with Beijing committing to ease restrictions on rare...
Monday 18 May 2026
Taiwan ICT firms push global AI supply chain expansion with TEEMA Science Park 3.0
Taiwan's information and communications technology (ICT) sector has reinforced its central role in the global artificial intelligence supply chain and unveiled an overseas expansion...
Monday 18 May 2026
Getac gains from drone and defense demand as rugged PC supply chain struggles
Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...
Monday 18 May 2026
Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...
Monday 18 May 2026
India's Tata Electronics partners with ASML to support first 300mm fab ramp-up
Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a...
Sunday 17 May 2026
Optical firms enter high-margin smart snow goggles supply chain
Taiwan's optical supply chain is moving into smart snow goggles as companies race to combine augmented reality (AR) displays with large-curvature protective lenses. To overcome the...
Saturday 16 May 2026
China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...
Friday 15 May 2026
Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage
Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance...
Friday 15 May 2026
Taiwan industry maintains support for non-China supply chain push despite drone budget setback
Taiwan's legislature recently passed the final version of a special defense budget totaling NT$780 billion (approx. US$24.75 billion), but drone-related funding was not approved. The...
Friday 15 May 2026
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
Friday 15 May 2026
Applied Materials scales manufacturing and innovation to meet AI demand
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization...