Global supply chain: Key components

Key components news coverage

IN THE NEWS

Saturday 14 March 2026

AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

Saturday 14 March 2026

M31's 2025 results show revenue lift but profit still weigh down by EDA costs and currency losses

M31 Technology posted a record consolidated revenue of NT$1.78 billion (US$55.94 million) for 2025, up 20.3% year on year, with the fourth quarter of 2025 delivering a new quarterly...

Saturday 14 March 2026

Innolux puts Fab 2 and Fab 5 on sale as panel glut bites

Taiwanese flat-panel maker Innolux is seeking buyers for its Fab 2 and Fab 5 facilities as part of a consolidation strategy aimed at addressing persistent oversupply in the display...

Friday 13 March 2026

Hygon revenue jumps 57% as AI compute boom lifts China's x86 chip contender

Generative AI is rapidly reshaping the global computing industry, driving demand for advanced processors and accelerating China's push for domestic AI chips. Among the emerging players,...

Friday 13 March 2026

Tesla AI chip delay pushes South Korean NPU startup DeepX back six months

Tesla's next-generation AI processor schedule change has disrupted Samsung Electronics' foundry timelines, delaying mass-production plans for South Korean startup DeepX's next AI accelerator...

Friday 13 March 2026

ByteDance's overseas chip play puts Washington in a bind

ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring...

Friday 13 March 2026

AI server tracker: February revenue highlights across testing, design services, and rail kits

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing,...

Friday 13 March 2026

MicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026

ASIC vendor MicroIP showcased its AIVO visual algorithm technology, CATS chip solutions, and numerous EDA tools from affiliate Arculus at Embedded World 2026. The company highlighted...

Friday 13 March 2026

Taiwanese chipmakers target drone market at Embedded World 2026

Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared...

Friday 13 March 2026

GUC outperforms as design services navigate volatility

Global Unichip Corp. (GUC) emerged as a standout performer in the design services sector for February 2026, reporting revenue of NT$3.4 million...

Friday 13 March 2026

Innolux posts small 2025 profit during ongoing factory sale drama

Panel maker Innolux posted a small profit in 2025, but compared with its earnings performance, the "factory sale drama" that has drawn market attention is escalating. In addition to...

Friday 13 March 2026

Taiwan PCB output reaches $43B in 2025, TPCA says

The Taiwan Printed Circuit Board Association (TPCA) held its annual member meeting, where chairman Lawrence Chang announced projections for the industry through 2026. The announcement...

Thursday 12 March 2026

Taiwan IC designers in rack-level AI delivery

Rack-level delivery becomes a mainstream trend in cloud AI compute; MediaTek joins TPU design, influencing Taiwan's IC design status.

Thursday 12 March 2026

Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26

Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first...

Thursday 12 March 2026

Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost

Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market...

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