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    DIGITIMES Insight: Intel, TSMC, Samsung converge on backside power — packaging becomes the next divide
    8min ago
    U.S.-China truce extension lifts 4Q freight rates and tightens capacity
    Oct 1, 19:52
    NEWS TAGGED SUPPLY CHAIN
    Friday 2 October 2026
    GMI Cloud secures NT$14.05 billion loan for AI factory
    CTBC Bank and GMI Cloud on October 1 announced the closing of an NT$14.05 billion (about US$445 million) syndicated credit facility to fund Taiwan's first AI factory. The deal is the...
    Friday 2 October 2026
    Nanya Technology wins approval for Southern 3D packaging plant
    The Science Park Review Committee under Taiwan's National Science and Technology Council (NSTC) approved 13 investment projects at its 35th meeting on the 1st, including Nanya Technology's...
    Thursday 1 October 2026
    China's 'BEST' fusion reactor enters the engineering endgame
    China's next-generation fusion programme has entered a new engineering phase with the formal opening of the campus for the Burning Plasma Experimental Superconducting Tokamak (BEST)...
    Thursday 1 October 2026
    AWS Trainium 3 shipments stall as supply chain sees turnaround
    AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...
    Wednesday 30 September 2026
    Gold Circuit turns Amazon into a shareholder for Trainium servers
    Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies...
    Wednesday 30 September 2026
    US-China trade truce extension draws orders back to China, threatening Taiwanese booking volumes
    Following US President Donald Trump's visit to China for a summit with Chinese President Xi Jinping from May 13 to 15, 2026, President Xi accepted an invitation to make a state visit...
    Wednesday 30 September 2026
    Linde secures Sanand land as global materials suppliers race to localize for India's first fabs
    India's chip push is drawing the materials layer of the supply chain onshore. With Tata Electronics' Dholera fab and a cluster of packaging plants in Sanand under way, suppliers of...
    Wednesday 30 September 2026
    Vulcan wins US Army drone magnet contract as China decoupling drives selection
    US rare-earth magnet startup Vulcan Elements has reportedly won a supply contract for the US Army's SkyFoundry drone program, underscoring Washington's push to localize drone production...
    Wednesday 30 September 2026
    From EVs to AI humanoid robots: Tesla leans on Chinese manufacturing once again
    Energy, AI robotics, and autonomous vehicle maker Tesla is reportedly replicating its electric vehicle (EV) playbook by turning to Chinese manufacturing to support the supply chain...
    Wednesday 30 September 2026
    AI boom strains PCB supply chain as materials, equipment shortages persist into 2027
    Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates,...
    Tuesday 29 September 2026
    In global semiconductor race, Singapore bets on critical, mature technologies
    Amid the ongoing restructuring of the global semiconductor supply chain, Singapore is focusing on advanced packaging, heterogeneous integration, silicon photonics, and optical interconnects,...
    Tuesday 29 September 2026
    Samsung Electro-Mechanics to invest US$5 billion in ABF substrate expansion
    Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance...
    Tuesday 29 September 2026
    Taiwan's Brave Eagle reaches 55% domestic content, bringing 200 suppliers into aerospace

    Taiwan's Brave Eagle advanced jet trainer program officially concluded its production phase in 2026, but the capabilities developed...

    Tuesday 29 September 2026
    Exclusive: Inside Tesla's playbook for dodging First Solar's TOPCon patent traps
    Cadmium telluride (CdTe) thin-film solar giant First Solar is widely viewed across the global solar supply chain as the most aggressive litigant in US TOPCon patent infringement disputes...
    Tuesday 29 September 2026
    Trump-Xi state dinner puts tech titans at the head table, spotlighting Taiwan's quiet supply chain clout

    Chinese President Xi Jinping and his wife, Peng Liyuan, arrived at the White House on the evening of September 24 US time to attend...

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    BIZ FOCUS
    Oct 2, 08:00
    Digital Divide: Hackathon Team Debuts Senior-Friendly 'AI Butler'
    Thursday 1 October 2026
    Speed 3D Showcases On-Device AI Generation with Snapdragon X2 Elite
    Thursday 1 October 2026
    From Excel to Editable Presentations: AI Streamlines Financial Reporting
    Wednesday 30 September 2026
    AI Memory & Storage: The 5th GMIF2026 Innovation Summit Concludes
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