Supply Chains

Supply chains encompass the full network from raw materials, components and manufacturing to logistics and delivery. Recent AI demand has increased the need for memory chips, factory-automation components and advanced packaging, driving shortages, price increases and the entry of new suppliers. Taiwanese PC manufacturers are also adjusting their procurement strategies under cost pressure. Meanwhile, concentrated semiconductor production, risks across the Taiwan Strait and shortages of critical materials continue to test corporate resilience. Tracking supply chains can provide insight into cost changes, shifts in orders across the industry, corporate growth opportunities and geopolitical risks.