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NEWS TAGGED SUPPLY CHAIN
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,...
Monday 16 February 2026
AI supply chain tracker: Power, substrate, and thermal split on momentum
Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...
Monday 16 February 2026
Memory crunch tightens CIS capacity, pressures smartphone supply chain
The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
Sunday 15 February 2026
Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms
The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security...