# Taiwan semiconductor material supply chain development

> Live situation record from CLSTR: https://clstr.news/situations/taiwan-semiconductor-material-supply-chain-development
> Updated: 2026-08-25T07:07:14.000Z. Sources: 6. Developments: 2.

Semiconductor industry leaders in Taiwan have called for a strategic shift to strengthen the semiconductor materials supply chain. During the SEMI Semiconductor Materials Alliance inauguration, industry representatives emphasized the need to mitigate risks associated with high supplier concentration and potential material shortages. Leaders advocated for a collaborative model between material providers, wafer foundries, and equipment manufacturers to define new standards and build a robust domestic ecosystem.

Following these calls for resilience, Taiwanese firms have begun implementing strategic partnerships and long-term contracts to expand their presence in the supply chain. Nanya Petrochemical partnered with Japan’s Air Water Inc. to invest in Hongguang New Tech, aiming to secure the local supply of high-purity electronic-grade specialty gases. Additionally, Epistar has secured a four-year supply contract for laser products and signed long-term procurement agreements for indium phosphide substrates with suppliers in Japan and the United States to ensure material stability.

## Timeline

### 2026-08-25: Taiwanese firms expand semiconductor material supply chains

Taiwanese firms Nanya Petrochemical and Epistar are securing semiconductor supply chains through strategic investments in specialty gases and long-term contracts for AI-related laser components.

3 sources. https://clstr.news/cluster/taiwanese-firms-expand-semiconductor-material-supply-chains

### 2026-08-21: Taiwan semiconductor leaders urge stronger material supply chains

Semiconductor industry leaders are urging Taiwan to strengthen its material supply chain to reduce reliance on concentrated overseas suppliers and support the rise of advanced packaging technologies.

4 sources. https://clstr.news/cluster/taiwan-semiconductor-leaders-urge-stronger-material-supply-chains

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Cite as: Taiwan semiconductor material supply chain development. CLSTR, https://clstr.news/situations/taiwan-semiconductor-material-supply-chain-development
