Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 27 May 2026

Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem

Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon,...

Wednesday 27 May 2026

China clears 9 domestic AI chips for state procurement

China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology...

Wednesday 27 May 2026

Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market

Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI...

Wednesday 27 May 2026

China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters

SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for...

Wednesday 27 May 2026

Broadcom and Taiwan's chipmakers ride ASIC wave

The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits)...

Wednesday 27 May 2026

Kinpo accelerates ODM push into AI servers and EV chargers

Kinpo Electronics outlined its 2026 core strategy at a shareholders' meeting on May 25, centering on "bearing fruit" as it builds on years of product-mix adjustments, expands into...

Wednesday 27 May 2026

Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand

AI, low-carbon sustainability, smart cities, and advanced displays are set to drive the global optoelectronics industry in 2026, shifting...

Wednesday 27 May 2026

Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way

Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking,...

Wednesday 27 May 2026

PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors

Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600...

Tuesday 26 May 2026

Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners

When Nvidia quietly wrote a US$2 billion check to Marvell Technology earlier this year, it was less a financial bet than a strategic maneuver — one that converted a potential...

Tuesday 26 May 2026

Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules

China's semiconductor war has been underway for seven or eight years now.

Tuesday 26 May 2026

Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight

As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die —...

Tuesday 26 May 2026

Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law

When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious...

Tuesday 26 May 2026

AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners...

Tuesday 26 May 2026

Win Semiconductors bets on optical and satellite communications growth

Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of Win Semiconductors, said the company is actively advancing a range...

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