Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 31 March 2026

Apple's OLED push sets off supplier race as LG Display tightens grip

Apple's long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others.

Tuesday 31 March 2026

MPI probe card lead times stretch to 6 months on AI chip testing surge

Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...

Tuesday 31 March 2026

Flex to acquire Electrical Power Products for US$1.1 billion

Flex said it has reached a definitive agreement to acquire Electrical Power Products (EP2), a specialist in engineered-to-order electrical control and protection systems, as it expands...

Tuesday 31 March 2026

MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI

Airoha announced on March 30, 2026, that it has expanded the adoption of open-source systems in networking communications, becoming the world's first fiber broadband chip platform...

Tuesday 31 March 2026

LCD TV panel prices rise on sports-driven stocking and surge in memory costs

Global TV buyers and manufacturers are facing higher prices and tighter availability after leading brands accelerated panel purchases in the first quarter of 2026 to meet sports-driven...

Tuesday 31 March 2026

Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026

South Korea invests US$166 million in chip startup Rebellions

South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions,...

Tuesday 31 March 2026

Huawei poaches top scientist as Germany's tenure rules drive talent away

Huawei has recruited a leading scientist from a German research institute, raising concerns among the German government and academic circles. According to Nikkei Asia, Martin...

Tuesday 31 March 2026

DDI price hikes mainly aim to pass on costs, not boost profits

The recent surge in display driver IC (DDI) price hikes has spread from China to Taiwan, with reports indicating that Taiwanese DDI design firms will begin raising prices starting...

Tuesday 31 March 2026

LCD monitor panel prices rose as notebook panel price drop slowed in March

Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...

Tuesday 31 March 2026

Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

Tuesday 31 March 2026

DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand

On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference...

Tuesday 31 March 2026

Custom chips demand spike draws Taiwan firms into ASIC arena

While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...

Tuesday 31 March 2026

Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification

Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...

Monday 30 March 2026

Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast

Taiwan foundry revenue growth expected to reach 30% 2026; strategic adjustments initiated for mature processes.

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