Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 5 March 2026

UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value

With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He...

Thursday 5 March 2026

Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors

Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...

Thursday 5 March 2026

PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

Thursday 5 March 2026

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...

Thursday 5 March 2026

Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

Thursday 5 March 2026

Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates

On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...

Thursday 5 March 2026

Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales

On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...

Thursday 5 March 2026

Broadcom says five AI chip partners are ramping, OpenAI slated for 2027

Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...

Thursday 5 March 2026

Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook

Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...

Thursday 5 March 2026

GIS eyes mass production of microLED AR glasses in 2H26 amid optical push

Touch panel maker GIS Holding said it has completed key processes and established strategic partnerships for optical and AI/AR device applications and expects some customers' microLED...

Thursday 5 March 2026

WT Microelectronics sees 2026 growth despite memory price hikes

The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...

Thursday 5 March 2026

Egis showcases satellite and drone integration at MWC 2026

Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and...

Wednesday 4 March 2026

AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026

AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and...

Wednesday 4 March 2026

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...

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