News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Sunday 1 March 2026

Exclusive: Phison shifts to prepayments as NAND prices hike 500%

NAND prices continue to climb, and supply remains tight. NAND controller supplier Phison Electronics has notified customers that it will...

Friday 27 February 2026

From equipment to talent, Japan moves to anchor India's chip expansion

Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim...

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Wednesday 25 February 2026

Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand

Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...

Wednesday 25 February 2026

DJI takes FCC to court over drone supply chain crackdown

DJI has filed a petition for review in the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission's December 2025 expansion of its Covered List...

Wednesday 25 February 2026

China AI server buildout strains optical module, MLCC capacity

China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...

Wednesday 25 February 2026

Taiwan offshore wind faces test as localization protection ends

Taiwan's offshore wind sector is entering the third phase of block development (Phase 3-3) vendor selection, marking the first time localization requirements have been removed. The...

Wednesday 25 February 2026

Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the...

Monday 23 February 2026

Can Polymatech anchor India's compound semiconductor supply chain?

Looking beyond advanced logic nodes, compound semiconductors have emerged as a strategic priority for applications ranging from power electronics and RF to optoelectronics.

Sunday 22 February 2026

India advances OSAT project as Tata wafer fab faces timeline uncertainty

India's semiconductor drive is advancing unevenly, with quicker momentum in packaging and testing but mounting timeline risks in wafer fabrication, underscoring both progress and structural...

Saturday 21 February 2026

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Thursday 19 February 2026

Wearable medical devices surge with supply chain of four core components taking shape

Global medical technology is rapidly shifting from hospital settings to everyday life, advancing toward precision medicine and long-term health management. Driving the boom in wearable...

Wednesday 18 February 2026

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...

Tuesday 17 February 2026

Contract dispute escalates between Anthropic and Pentagon over military use of Claude

Tensions have intensified between Anthropic and the Pentagon over how the company's AI model, Claude, may be used in US military operations, according to reports by Axios,...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook