EU to Say Airlines Can Use U.S. Jet Fuel Amid Hormuz Block
Soaring fuel costs, normally the industry’s second-biggest cost after crew, have forced airlines to scrap tens of thousands of flights.
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Curated headlines from the world's leading supply chain publications.
Trans-Sun Materials rides AI server wave with profit surge
Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and net profit attributable to…
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Dayuan 1Q26 rebounds on North America broadband and defense orders
Dayuan Optoelectronics' consolidated revenue for the first quarter of 2026 reached NT$443 million (US$14.11 million), a 42.7% increase year on year, driven by North American broadband infrastructure demand and defense…
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Phison targets AI storage and edge computing growth through Phison 3.0 strategy
Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market would…
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Analysis: Forget the hardware race — Unitree wants to own the robot platform
When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers was amusement.
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Ennoconn expands industrial AI push as European demand strengthens
Ennoconn Corporation reported record-high consolidated revenue for April 2026, driven by double-digit growth across its industrial IoT, smart factory, and facilities management businesses.
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Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts
LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across…
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AI inference boom fuels memory race, with Samsung in pursuit
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some…
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FocalTech forecasts return to growth as product mix improves
FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and…
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Samsung reportedly offers above-law severance in China while monitor sales linger
Samsung Electronics is offering severance packages above China's statutory requirements while restructuring parts of its consumer electronics business in the country, signalling a calibrated retreat rather than a broader China…
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Teenager charged after assault on Singaporean blogger Amos Yee at anime event
A teenager was charged on Monday with assaulting controversial blogger Amos Yee over the weekend at an anime convention in Singapore. Bosco Chun Ho Wang, an 18-year-old Chinese national and…
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Alibaba's Qwen could push AI agents into the heart of e-commerce
Alibaba Group is preparing to more deeply integrate its artificial intelligence platform, Qwen, into its vast online shopping ecosystem, a move that could fundamentally reshape how consumers browse and purchase…
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Gemtek posts first-quarter loss as it pivots to 800G and 1.6T optical modules
Gemtek Technology reported consolidated revenue of NT$3.112 billion (US$99.1 million) in the first quarter and a gross margin of 10.4%, but swung to a net loss as strategic restructuring and…
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Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises
Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million, and net income after tax of…
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Taiwan targets three key sectors in upcoming 6G era
Taiwan's Ministry of Economic Affairs (MOEA) has launched a new next-generation communications program under its A+ Industrial Innovative R&D Program, aiming to steer company research toward 6G networks, non-terrestrial networks…
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OpenAI and chipmakers roll out MRC to prevent AI training slowdowns
OpenAI said it has partnered with chipmakers and cloud providers — including AMD, Broadcom, Intel, Microsoft, and Nvidia — to develop a new networking protocol aimed at improving the performance…
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Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting…
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ASE, Wus to jointly build Kaohsiung advanced packaging plant by 2029
Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to…
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Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal
AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services continues to accelerate, according to a report by Bloomberg News…
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AI boom drives Taiwan's semiconductor testing industry into record expansion
To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe…
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