News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Thursday 16 April 2026

Taiwan's auto industry faces costly crossroads in age of AI

Stepping into the halls of the 360° Mobility Mega Shows, one is struck not by the usual crush of visitors but by the relative calm....

Thursday 16 April 2026

TSMC capex hits US$56 billion, reshaping global semiconductor supply chain

TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...

Thursday 16 April 2026

China reportedly considers export curbs on advanced solar manufacturing equipment to the US

Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters...

Wednesday 15 April 2026

South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk

Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions...

Wednesday 15 April 2026

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...

Wednesday 15 April 2026

India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery...

Wednesday 15 April 2026

Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...

Tuesday 14 April 2026

Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research

The annual "360°MOBILITY Mega Shows," a major gathering for the auto parts and mobility industry, opens on the 14th, drawing heightened...

Tuesday 14 April 2026

Huawei backs optical chip push through photonics supplier investment

AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...

Tuesday 14 April 2026

Ghost Robotics targets Taiwan production hub to cut costs, reduce China supply chain exposure

Ghost Robotics, a US supplier of quadruped robots to the Department of Defense, is partnering with Taiwanese manufacturers to localize production. The collaboration aims to reduce...

Tuesday 14 April 2026

UK confirms GBP380 million support for Tata battery plant in Somerset

The UK government has confirmed GBP380 million (US$510 million) in funding to support a new electric vehicle battery plant being built in southwest England by Tata Group's battery...

Tuesday 14 April 2026

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...

Monday 13 April 2026

China pressure drives Hyundai to reshape supply chain with fewer Tier 1 suppliers

The global automotive supply chain is undergoing a significant transformation driven by electrification and autonomous driving trends, shifting from traditional mechanical parts procurement...

Monday 13 April 2026

Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according...

Monday 13 April 2026

Hormuz conflict exposes Southeast Asia's energy fault lines

A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the...

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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