Supply Chain News

Podcast | K-12: The Key to Bringing Advanced Manufacturing to Rural America

Advanced manufacturing promises to transform rural America. But the primary education system must step up to support it.

Watch: Navigating the Changing Trade Enforcement Landscape

Scott Maberry, partner in the International Trade & Supply Chain team at Sheppard Mullin, discusses how importers and exporters can cope with uncertainty caused by constantly shifting trade policies.

Port of Los Angeles Reports Third Busiest Year in its History in 2025

In a year where shippers and carriers alike are preparing for more trade turmoil, Seroka stressed that the Port of Los Angeles "must be ready for whatever is coming."

BOE production issues with iPhone OLED create opening for South Korean suppliers

China's major panel maker BOE continues to struggle with OLED production for Apple's iPhones, with the problem unresolved since late 2025. During this period, Samsung Display (SDC) has taken over…

China and Vietnam remain key manufacturing hubs even as US tariffs reshape Taiwanese investment

Despite the impact of US tariffs under President Donald Trump, Taiwanese companies continue to view China and Vietnam as vital manufacturing and investment destinations due to their cost advantages and…

TikTok US joint venture formally established to comply with regulatory requirements

TikTok USDS Joint Venture LLC has been officially established to meet the requirements of the Executive Order signed by US President Donald Trump on September 25, 2025. The move aims…

South Korea repatriates 73 scam suspects from Cambodia in US$33 million online fraud probe

Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline

At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies like Delta…

E Ink Holdings advances electronic shelf labels amid global smart retail growth

Taiwan-based E Ink Holdings is scaling up production of electronic shelf labels (ESLs) as global retailers accelerate adoption. With deployments expanding across the US and Europe, and government backing to…

Tesla's BEV moat erodes as Europe's legacy depth meets China's digital speed

In 2025, Tesla's EV market share declined as Volkswagen's BEV sales surged in Europe, while Xiaomi aggressively expanded in China, challenging Tesla's position in that market. Tesla's global deliveries fell…

ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam

ASE Group's co-packaged optics (CPO) strategy is close to complete. In addition to launching advanced packaging solutions that integrate optical engines (OE) and application-specific integrated circuits (ASICs), its subsidiary Universal…

Tata Group to invest US$11 billion in Maharashtra's Innovation City, boosting India's AI and semiconductor ambitions

The Tata Group will invest INR1 trillion (US$11 billion) to build a state-of-the-art Innovation City near Navi Mumbai International Airport, marking a key step in Maharashtra's plan to become a…

Qisda's US$101 million investment in Eastech signals push into high-value acoustic industry

Taiwan's Qisda Corporation has announced a strategic investment of approximately NT$3.2 billion (US$101 million) to acquire a 35% stake in Eastech Holdings, a leading global manufacturer of audiovisual speaker systems.…

Universal Microwave forecasts strong growth in LEO satellite orders, revenue set to surge 150% in 2026

Universal Microwave Technology has revealed significant revenue growth prospects, driven by low-earth orbit (LEO) satellite orders exceeding NT$1.8 billion (US$57 million), with deliveries expected before June 2026. This backlog signals…

Anthropic's funding round oversubscribed as revenue projection surges despite margin squeeze

AI startup Anthropic has secured enthusiastic investor participation in its latest financing round, Bloomberg reported, citing insiders. Originally targeting US$10 billion, the round is now oversubscribed, supported by major commitments…

Taiwan-US semiconductor pact's financing details spark interpretation issues with broader industrial implications

Taiwan and the US have agreed to reduce tariffs and grant Taiwan most-favored-nation status under Section 232 for semiconductors and related products. However, a major issue has arisen regarding the…

Samsung foundry ramps up utilization as Tesla orders near

Samsung Electronics' foundry division is expected to increase factory utilization to the 60%–70% range this year as the company focuses on improving profitability ahead of large-scale artificial intelligence chip production…

India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow

At the recent World Economic Forum in Davos, India's IT Minister outlined the country's efforts to boost its semiconductor industry, highlighting the emergence of 24 Indian IC design startups, with…

EU Cybersecurity Act revision plans to phase out Chinese high-risk tech suppliers

The European Commission presented a revision of the Cybersecurity Act that introduces a phase-out of "high-risk suppliers" from critical infrastructure, targeting China-based technology groups, specifically Huawei and ZTE. The revised…

Rayzher restructures to boost global expansion and innovation in high-tech gas supply

Rayzher Industrial, a leader in high-tech gas supply systems, approved organizational restructuring and senior management changes at its board meeting on January 22. The company established an Innovation Business Group…