供應鏈管理

TSMC May Raise Capex as Intel and Samsung Benefit from Spillover Effect

因AI需求導致產能供不應求，台積電面臨英特爾與三星的競爭壓力，可能被迫調高資本支出以擴產鞏固龍頭地位。

Cosmetics OEM Bay Cosmetics Launches Supplement Division to Address Packaging Material Shortages in the Supplement Industry

In response to supply uncertainties for packaging materials (aluminum pouches) caused by tensions in the Middle East, cosmetics OEM company Bay Cosmetics Co., Ltd. established a new supplement business division on May 15, 2026. The company has proactively secured a stable supply line of up to 100 million aluminum pouches, equivalent to about 2% of Japan's domestic demand. Building on this robust supply chain, Bay Cosmetics will fully enter the supplement OEM/ODM market, leveraging its expertise in quality control, product planning, and sales channel development cultivated in the cosmetics industry. This allows client companies to focus on product development and sales strategies without concerns about material procurement.

RATIONAL Expands iVario Production Site in Wittenheim

RATIONAL, a leading manufacturer of professional kitchen equipment, has expanded its iVario production plant in Wittenheim, France, officially opening on May 5, 2026. This €35 million investment doubles the production area, increasing the annual capacity for the iVario Pro to up to 25,000 units. The expansion addresses growing global demand and includes a new customer experience center.

Taliang Technology to Acquire 100% of Supplier Zhi Yan Technology for Vertical Integration

The Board of Directors of Taliang Technology (3167) has resolved to acquire 100% of Zhi Yan Technology Co., Ltd., a key supplier of controller modules, for a total of approximately NT$205.5 million. This acquisition is a strategic move for vertical integration, aiming to secure core technologies, intellectual property, and key technical personnel.

Accton Announces Board Approval for Long-Term Factory Lease by Vietnam Accton Technology Company Limited

On May 18, 2026, Accton Technology's board of directors approved a long-term lease for its subsidiary, Vietnam Accton Technology Company Limited. The lease is for a 11,340-square-meter factory in the Thang Long Vinh Phuc Industrial Park, Vinh Phuc province, Vietnam. The total transaction value is approximately USD 13.5 million. This move aims to support the company's long-term development strategy and strengthen its manufacturing capabilities in Southeast Asia.

Accton Announces Board Approval for Acquisition of Right-of-Use Assets by Vietnam Subsidiary

On May 18, 2026, Accton Technology's board approved an investment of USD 15.1 million by its subsidiary, Vietnam Accton Technology Company Limited, to acquire right-of-use assets in Phu Tho Province, Vietnam. The assets include 24,861.4 square meters of land and a 38,255.6-square-meter factory. This transaction is intended to support the company's long-term growth and further expand its production scale in Vietnam.

[Ta-liang] The company's board of directors resolves to acquire 100% equity of Chih Yen Technology Co., Ltd.

Ta-liang Technology, a PCB equipment manufacturer, announced that its board resolved to acquire 100% of its key supplier, Chih Yen Technology, for approximately NT$205.5 million. The acquisition aims for vertical integration, securing core technologies, and retaining key talent.

Mottox Becomes First Specialized Liquor Trading Company to Obtain 'AEO Specific Exporter' Certification, Set to Expedite Export Customs Clearance

Mottox Co., Ltd., a specialized liquor trading company founded in 1915, has become the first in its industry to acquire 'Specific Exporter' certification under the AEO (Authorized Economic Operator) system. This certification, granted by Osaka Customs, recognizes the company's robust cargo security management and compliance systems, enabling simplified and expedited export customs procedures. This is expected to significantly reduce lead times, particularly for exports to China, and the company plans to expand its export business, including acting as an export agent for other companies' products, to drive industry-wide growth.

TATUNG Announces New "T-NEX Series" Molded Transformer for the Japanese Market, Compliant with "2026 Top Runner Standards"

Taiwanese electronics giant TATUNG announces the "T-NEX Series," a new molded transformer fully compliant with Japan's new "2026 Top Runner" energy efficiency standards. Targeting the replacement demand for approximately 2.1 million aging units in Japan, TATUNG will leverage reliable Taiwanese quality and a unique production system to offer remarkably short delivery times, supporting Japan's energy transition and decarbonization management.

WSJ Reveals Apple's Profit-Making Technique: Using Binned Chips to Launch Low-Cost Products and Capture Market Share

The Wall Street Journal reports that Apple is leveraging a strategy known as "binning" to repurpose chips with defective cores for lower-priced products like the MacBook Neo. This allows Apple to outmaneuver competitors amidst rising costs and attract new users into its ecosystem. However, this strategy faces supply chain challenges, as its sole advanced chip supplier, TSMC, is strained by high demand for AI chips, limiting Apple's supply flexibility.

Canon IT Solutions Survey Finds Over Half of Ordering Companies Intend to Require "★4 or Higher" Security Rating from Suppliers

Canon ITS調查顯示，超過半數的日本大型企業計劃要求供應商達到新的政府安全標準「★4以上」，對供應鏈帶來重大挑戰與合規壓力。

Accton Announces Factory Lease in Singapore on Behalf of Subsidiary Accton Technology SG Pte Ltd.

Accton Technology announced on behalf of its subsidiary, Accton Technology SG Pte Ltd., that it has leased a factory in Singapore. The deal, approved by the board on May 7, 2026, is for a 22,636.30-square-meter facility located at Bulim Square. The total transaction value is SGD 40.1 million, with JTC, a Singapore government agency, as the counterparty. This lease is intended to support the company's long-term development strategy and expand its operational footprint in Singapore.

Umenohana Group's Integrated Manufacturing and Sales Logistics & Supply Chain Reform Featured in METI's 'CLO Casebook'

梅の花集團因其「製販一體」的物流與供應鏈改革成就，獲選登載於日本經濟產業省的「CLO（首席物流官）取組事例集」。

Condom Prices May Rise Due to Middle East War; Taichung to Add 67 Vending Machines with No Price Increase

In response to potential 30% price hikes for condoms due to global supply chain disruptions from the Middle East war, the Taichung City Government has decided to add 67 new vending machines and maintain the price at NT$10 per box to ensure stable supply and prevent sexually transmitted diseases.

[Apology] Notice of Postponement for "MINITEEN OFFICIAL LICENSE MERCH Vol. 4" Release