Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 8 May 2026

Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

Friday 8 May 2026

Anpec plans midyear 15% price hike to protect PMIC margins

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...

Friday 8 May 2026

Zhen Ding Tech's AI push gains traction: server, IC substrate sales surge to records

High-end AI-related products continued to drive revenue growth at PCB maker Zhen Ding Tech (ZDT) in April, with server and optical communication revenue surging more than 230% year...

Friday 8 May 2026

AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

Thursday 7 May 2026

Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion

Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions...

Thursday 7 May 2026

MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD

MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud...

Thursday 7 May 2026

Nuvoton BMC demand grows as per-rack chip count rises to 120

Nuvoton is seeing stronger demand for baseboard management controller (BMC) chips as AI servers drive higher requirements for remote server control and system monitoring. The company...

Thursday 7 May 2026

Chelic posts stronger first-quarter profit as AI server demand lifts automation parts

Chelic reported stronger first-quarter results as rising global shipments of AI servers drove demand across PCB, liquid-cooling, and semiconductor equipment supply chains, boosting...

Thursday 7 May 2026

Transcom sees overseas defense orders drive revenue and production into 2026

Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...

Thursday 7 May 2026

Arm shifts focus to high-value silicon to bypass mobile growth plateau

The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...

Thursday 7 May 2026

Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand

During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...

Thursday 7 May 2026

Nvidia, Corning partner to boost US optical manufacturing capacity 10x

Nvidia and Corning announced a multiyear partnership to expand U.S.-based production of optical connectivity solutions for AI data centers. Corning will increase its U.S. optical connectivity...

Thursday 7 May 2026

Arm's licensing surge masks smartphone market slowdown

Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...

Thursday 7 May 2026

Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends

Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...

Thursday 7 May 2026

Memory hikes slow telecom orders, but network chipmakers stay upbeat

Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...

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