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NEWS TAGGED SUPPLY CHAIN
Sunday 8 February 2026
As AI goes physical, the robotics supply chain reshuffles
As generative AI expands into physical environments, robotic systems are moving beyond traditional digital roles to interact with their surroundings physically through perception and...
Sunday 8 February 2026
CyCraft bets on real-time AI defense over forensics

The global cybersecurity industry is entering a structural transition. A talent shortage exceeding five million professionals, combined...

Sunday 8 February 2026
US turns to Taiwan's rare earth recycling to cut China supply dependence

China controls about 90% of global rare earth mining, turning the sector into a strategic lever against tariffs imposed by the US and port...

Friday 6 February 2026
Pegatron partners with Sysgration to expand BBU for US-made AI servers
Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement...
Friday 6 February 2026
Transcend sees 4x revenue surge in January 2026 as memory prices rise
Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...
Friday 6 February 2026
Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
Friday 6 February 2026
2026 Market Outlook: Key Opportunities & Risks to Watch

Entering 2026, the electronics supply chain is defined by strong demand, shifting trade policies, and ongoing geopolitical uncertainty. Customers increasingly seek supply...

Thursday 5 February 2026
Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks
As global competition in the semiconductor industry intensifies, the focus is no longer limited to technology and production capacity. Protection of data, intellectual property, and...
Thursday 5 February 2026
Google AI platform win elevates Innoscience's 8-inch GaN manufacturing clout
Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power...
Thursday 5 February 2026
Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts
As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...
Thursday 5 February 2026
Skytech delivers self-made PLP equipment, eyes record 2026 growth
As advanced packaging technologies continue to evolve toward larger sizes and panel formats, Skytech CEO George Yi stated that in response to the key process requirements of next-generation...
Thursday 5 February 2026
Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the...
Thursday 5 February 2026
Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech
Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules,...
Thursday 5 February 2026
Taiwan's color e-reader boom reshapes digital reading and local supply chains
Taiwan's digital reading market is entering a new expansion cycle, fueled by color e-paper adoption, a strengthening local hardware supply chain, and platforms pushing dedicated devices...
Thursday 5 February 2026
Taiwan invited to join Trump's Pax Silica initiative
Minister of Economic Affairs Ming-hsin Kung completed the sixth Taiwan-US Economic Prosperity Partnership Dialogue (EPPD) on January 27, 2026, with US Under Secretary of State Jacob...