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DIGITIMES Asia: News and Insight of the Global Supply Chain

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Title: DIGITIMES Asia: News and Insight of the Global Supply Chain

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Geopolitical risks and rising industrial demand have driven volatile metal prices for gold, silver, and copper, triggering a wave of quarterly price increases in the lead frame industry starting from the fourth quarter of 2025. Supply chain sources indicate that these price adjustments are already taking effect and are beginning to reflect in revenue performance for the first qu...

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South Korea's Gangwon Province is accelerating the development of a semiconductor cluster centered on Wonju, Chuncheon, and Gangneung, aiming to build a full ecosystem. Global supply chains could gain a new hub built on strengths in smart medical semiconductors, geographic proximity to major fabs, and growing Taiwan partnerships that may diversify sourcing and innovation.

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Naver has signed a strategic partnership with Tata Consultancy Services (TCS) to jointly develop artificial intelligence (AI) and cloud services in India, marking one of the cooperation deals concluded during a Korea-India summit visit.

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MiTAC Holdings' simultaneous expansion of production across the US, Vietnam, and Taiwan is designed to reassure global customers amid mounting geopolitical and supply uncertainties in 2026, while its two main units — Mitac Digital Technology and Mitac Computing Technology — prepare for growth. The strategy has broad implications for global supply chains, competitiven...

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Apple's appointment of hardware engineering senior vice president John Ternus to succeed Tim Cook as CEO in September 2026 signals shifts in product strategy and supplier relations worldwide, as industry observers expect renewed focus on hardware-led innovation and edge AI, which could reshape opportunities for Taiwanese suppliers and global component makers.

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