Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 11 August 2026

Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung...

Tuesday 11 August 2026

Europe and US IDM giants expand China EV share on capacity, tech edge

Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many...

Monday 10 August 2026

Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion

Chinese AI GPU developer Moore Threads is preparing a Hong Kong listing after first-half revenue jumped 147.42% year on year to CNY1.74...

Monday 10 August 2026

Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key

Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million),...

Monday 10 August 2026

Weekly news roundup: AI infrastructure race spans HBM, DRAM, EMIB, optical transceivers and next-gen lithography

AI infrastructure, memory supply, advanced packaging and US-China tech restrictions led this week's industry agenda. Below are the most-read DIGITIMES stories from the week...

Monday 10 August 2026

High production keeps TV panel prices falling in August

LCD TV panel prices fell across the board in July and have extended their decline in August as high utilization at makers' high-generation...

Sunday 9 August 2026

WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027

WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and...

Saturday 8 August 2026

Taiwan team builds high-performance MoS2 transistor to ease 2D semiconductor limits

Taiwan researchers announced on August 6 that they had developed a high-performance monolayer molybdenum disulfide (MoS2) top-gate transistor designed to address a long-standing interface...

Saturday 8 August 2026

IT panel demand cools as August prices hold steady

IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...

Saturday 8 August 2026

Commentary: China IC design rules reshape patent battles

China's State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect...

Friday 7 August 2026

WinWay revenue jumps as AI test socket orders drive growth

WinWay Technologies said orders from AI customers and stronger demand for advanced testing products lifted shipments in the second quarter of 2026, with revenue rising for a fourth...

Friday 7 August 2026

Ibiden raises full-year profit forecast as AI server and substrate demand strengthens

Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...

Friday 7 August 2026

AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp

Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning...

Friday 7 August 2026

Samsung sounds out Novatek for Galaxy S28 Ultra DDI

Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move...

Friday 7 August 2026

LG plans three-tier AI chips for appliances, home robots

LG Electronics plans to develop premium, midrange and entry-level on-device AI chips for products ranging from refrigerators and washing...

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