CONNECT WITH US
NEWS TAGGED SUPPLY CHAIN
Friday 15 May 2026
Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk
Foxconn confirmed a cyberattack on some of its North American facilities on May 12. Affected plants continued normal production, the company said, while its cybersecurity team activated...
Friday 15 May 2026
AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Thursday 14 May 2026
China's fiber optic industry evolved from catch-up to supply chain scale
As demand for AI data centers, high-speed transmission, and cloud infrastructure continues to rise, the fiber-optic industry has once again become a focal point in the global market,...
Thursday 14 May 2026
Khgears deepens robot supply chain role as smart transmission tops 10% of revenue
Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of...
Thursday 14 May 2026
Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...
Wednesday 13 May 2026
Singapore pushes ASEAN semiconductor alliance as AI reshapes global supply chains

At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association...

Tuesday 12 May 2026
TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push
TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI acceler...
Tuesday 12 May 2026
From substrates to servers, Taiwan industry gains from the AI infrastructure surge
April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
Tuesday 12 May 2026
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground...
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
Tuesday 12 May 2026
China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

Tuesday 12 May 2026
AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

Tuesday 12 May 2026
Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
Tuesday 12 May 2026
Nvidia's modular AI strategy fuels Delta Electronics supplier boom

AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

Tuesday 12 May 2026
Intel's revival secret: Suppliers with TSMC's stamp of approval
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.