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2026-05-13
Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem - digitimes
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www.digitimes.com 2026-05-13 digitimes
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now
semiconductorsupply chainTaiwanAI chipsmemory chipsadvanced packagingrevenue growthindustry analysis
2026-05-06
The World Is Scrambling to Remake Semiconductor Supply Chains - Bloomberg.com
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www.bloomberg.com 2026-05-06 Bloomberg.com
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2026-04-24
What Hormuz Exposed About Our Semiconductor Supply Chain
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eetimes.com 2026-04-24 Kevin Berghoff
The semiconductor industry is facing a reckoning it has postponed for years.
Semiconductor Supply ChainSupply Chain DisruptionHelium ShortageGeopolitical RiskChip ManufacturingLogistics ShockAI Chip DemandCritical Material Dependency
2026-04-02
From MOUs to Markets: Transatlantic Deals Face Reality Test
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eetimes.com 2026-04-02 Zaheer Ali
Why transatlantic execution, not transatlantic symbolism, now matters to the electronics and semiconductor supply chain.
Semiconductor IndustryTransatlantic CooperationSupply Chain SecuritySpace TechnologyDefense TechnologyTechnical StandardsData SovereigntyMarket-Driven