Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 15 July 2026

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...

Wednesday 15 July 2026

South Korean court bars former Samsung NAND designers from working for SK Hynix

A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April...

Wednesday 15 July 2026

Intel sends its most advanced 18A node into orbit with Starfire space chip

Intel has unveiled Starfire, a space-grade processor that leverages its leading-edge 18A manufacturing process for satellites and other...

Wednesday 15 July 2026

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...

Wednesday 15 July 2026

China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing...

Wednesday 15 July 2026

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a...

Wednesday 15 July 2026

AI image sensor chip makers accelerate shift to algorithms, modules

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...

Wednesday 15 July 2026

China's 1H26 IC exports jump 96% on AI hardware demand

China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration...

Tuesday 14 July 2026

Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

Tuesday 14 July 2026

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal...

Tuesday 14 July 2026

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing...

Tuesday 14 July 2026

Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization...

Tuesday 14 July 2026

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

Taiwan's IC design companies are stepping up investment in AI imaging solutions, with both industry leaders and smaller players accelerating...

Tuesday 14 July 2026

Innolux 1H26 revenue hits 5-year high on auto, advanced packaging

Taiwanese panel manufacturer Innolux reported unaudited consolidated revenue of NT$21.7 billion (approx. US$675.4 million) for June 2026, up 5.1% from the previous month and 17.25%...

Tuesday 14 July 2026

C Sun sees advanced packaging and PCB demand driving 2026 revenue

C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment...

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