Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 20 April 2026

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...

Monday 20 April 2026

Analysis: How TSMC avoids memory's boom-and-bust cycle

Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...

Monday 20 April 2026

AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB

AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...

Monday 20 April 2026

Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

Global wafer foundry revenue in 2026 is estimated to grow 23.5% year-over-year, expected to reach US$250 billion.

Monday 20 April 2026

South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints

South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening...

Monday 20 April 2026

Potential Google-Marvell partnership escalates AI chip competition against Nvidia

Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive...

Monday 20 April 2026

Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028

Spanish optical inspection startup Wooptix officially unveiled its first inspection system, Phemet, in November 2025. The company stated that its first-generation prototype has already...

Monday 20 April 2026

Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows

Amid rising geopolitical tensions linked to semiconductors, European countries and industries are increasingly anxious about semiconductor autonomy. This concern has empowered many...

Monday 20 April 2026

Zhen Ding plans Hong Kong listing for subsidiary to boost global IC substrate presence

Printed circuit board (PCB) giant Zhen Ding Technology held a board meeting on April 17 and approved plans for its subsidiary, Leading Interconnect Semiconductor Technology (LIST),...

Monday 20 April 2026

Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory...

Monday 20 April 2026

Canary Islands push into semiconductors, build on space tech base

The Canary Islands, an Atlantic archipelago off northwest Africa, have long been defined by tourism rather than technology.

Saturday 18 April 2026

VLSI TSA 2026 explores quantum architecture and AI healthcare innovations

The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference...

Friday 17 April 2026

C*Core completes internal testing of RISC-V automotive AI MCU with post-quantum security

Suzhou C*Core Technology announced on April 15 that its next-generation automotive microcontroller unit (MCU), the CCRC4XXX series, has completed internal testing, marking a milestone...

Friday 17 April 2026

Google reportedly in talks with Pentagon over classified use of Gemini AI models

Google is in talks with the US Department of Defense that would allow the Pentagon to use the company's Gemini AI models for classified purposes, according to The Information...

Friday 17 April 2026

Topoint bond deal signals wider supply risk for global AI hardware makers

The surge in AI-grade high-speed computing is pushing printed circuit board manufacturing toward thicker, higher-layer designs, creating a strategic, global shortage of advanced coated...

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