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    NEWS TAGGED SUPPLY CHAIN
    Thursday 12 March 2026
    Coretronic monitor shipments show potential, two new production lines added in 1Q26
    OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years....
    Thursday 12 March 2026
    AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
    Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...
    Thursday 12 March 2026
    Taiwan leads Embedded World 2026 with largest exhibitor presence; targets 'non-red supply chain' demand
    Embedded World 2026 officially opened on March 10 in Nuremberg, Germany, featuring a particularly large turnout of Taiwanese participants. Taiwan emerged as the country with the most...
    Thursday 12 March 2026
    CATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion

    CATL released its 2025 annual report on March 9, reporting revenue of CNY423.7 billion (approx. US$61.3 billion), up 17.04% year-over-year...

    Wednesday 11 March 2026
    NewPower Worldwide Expands Credit Facility to $500 Million

    NewPower Worldwide, a leading independent distributor of electronic components and supply chain management solutions, today announced an expansion of its committed credit...

    Wednesday 11 March 2026
    Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch
    Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging,...
    Tuesday 10 March 2026
    TSMC expansion triggers filter material shortage and price surge
    As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
    Tuesday 10 March 2026
    Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics
    US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...
    Tuesday 10 March 2026
    Samsung union plans 18-day strike, adding risk to HBM supply chain
    Samsung Electronics' labor union recently announced that employees who do not participate in a planned 18-day general strike from May 21 to June 7, 2026, will face penalties, sparking...
    Tuesday 10 March 2026
    US NDAA and BAA policies boost investment in Taiwan's defense supply chain
    The US is significantly expanding drone procurement amid escalating tensions in the Middle East, aiming to acquire more than 300,000 drones before 2027. To achieve this massive enhancement...
    Tuesday 10 March 2026
    Phison says NAND prices jumped 50% overnight as supply crunch continues
    NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
    Tuesday 10 March 2026
    SAS Group leverages semiconductor and energy synergy from space tech to net zero
    Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components,...
    Monday 9 March 2026
    China warns Nexperia dispute could trigger new global chip shortage
    China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...
    Monday 9 March 2026
    Automaker leadership reshuffle deepens strain on Europe's tier 1 suppliers
    Major automakers in Europe, the US, Japan, and South Korea have recently undergone significant executive changes, with nine leading carmakers replacing their chief executive officers...
    Sunday 8 March 2026
    SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
    In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook