Global supply chain: Key components

Key components news coverage

IN THE NEWS

Saturday 28 March 2026

Taiwan pivots toward Europe and global democratic alliances as US-China AI race intensifies

As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan...

Saturday 28 March 2026

OmniVision invests US$145 million in wafer foundry to secure chip supply

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

Saturday 28 March 2026

Samsung bets on turnkey strategy as non-memory strength becomes critical

Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring...

Friday 27 March 2026

Intel confirms CPU price rises amid supply constraints, raising global hardware costs

Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both...

Friday 27 March 2026

PCB material shortages intensify as CCL lead times hit 6 months, quota system imposed

The surge in AI applications driving PCB material upgrades is exacerbating upstream raw material supply shortages. Notably, besides ongoing price hikes, some IC substrate makers report...

Friday 27 March 2026

Taiwan's ALi bets on custom chips for 2026 turnaround

At a series of year-end gatherings in Hsinchu and Taipei this week, Star Fusion and its affiliated companies outlined their business outlook for 2026, pointing to a shift toward higher-value...

Friday 27 March 2026

Taiwan weighs response as China expands 'long-arm jurisdiction' reach

More than a decade after Taiwanese display makers were swept up in a global antitrust crackdown, officials in Taipei are again warning of the risks posed by expanding legal reach across...

Friday 27 March 2026

US advances chip tracking mandate after US$2.5B smuggling case exposes export gaps

In a rare show of bipartisan unity, a key US congressional committee voted 42-0 on Thursday to advance the Chip Security Act (CSA). The...

Friday 27 March 2026

Eikei targets automotive and AI markets, establishes Slovakia subsidiary

Automotive printed circuit board (PCB) manufacturer Eikei Group announced plans to establish a subsidiary in Slovakia, aiming to diversify geopolitical risks across its three major...

Friday 27 March 2026

Nvidia says quantum computing will not replace GPUs

Nvidia said quantum computing will complement rather than replace GPUs, even as Taiwan accelerates investment in quantum technology. Speaking at an industry event, the company said...

Thursday 26 March 2026

Semicon China 2026: Siemens EDA pushes agentic AI to cut chip design cycles in half

At the SEMICON China 2026 opening keynote, Siemens EDA IC Products Executive Vice President (EVP) Ankur Gupta delivered a clear message: traditional EDA software is no longer sufficient,...

Thursday 26 March 2026

Nuvoton and Tower agree on framework to restructure joint Japanese foundry operations

Nuvoton and Tower have agreed to restructure their joint Japanese operations, a move that could reallocate fabs and services and affect global semiconductor supply chains and customer...

Thursday 26 March 2026

SEMICON China opens with focus on AI chips and advanced packaging

SEMICON China 2026 opened on March 25 in Shanghai, as the global semiconductor industry enters a new expansion cycle fueled by the rapid rise of artificial intelligence.

Thursday 26 March 2026

China's Naura and AMEC lead China's push into advanced chip packaging

As advanced packaging pushes toward 3D integration and high-bandwidth computing, hybrid bonding has emerged as a critical battleground for semiconductor equipment makers.

Thursday 26 March 2026

Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers

Nvidia and Emerald AI said on Tuesday that they are joining forces with a group of major US power producers — including AES Corporation, Constellation Energy, Invenergy, NextEra...

1/1973 pages