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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 11 September 2026
Enflame enters public markets with Nvidia alternatives in its sights

Chinese AI chipmaker Enflame Technology made a striking debut on Shanghai's STAR Market on Friday, with its shares opening 188% above...

Friday 11 September 2026
AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging
Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and...
Friday 11 September 2026
CPO startup Ayar Labs raises 2026 funding to US$650 million, adds Wiwynn as investor

Ayar Labs, a co-packaged optics (CPO) startup, has raised an additional US$150 million, bringing the primary capital it has raised so...

Friday 11 September 2026
CIOE: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

Friday 11 September 2026
Samsung's Exynos gains ground as Galaxy S26 lifts share to 9%

Samsung Electronics is regaining ground in the global smartphone processor market, with its Exynos share rising to 9% in the second...

Friday 11 September 2026
Taiwan govt boosts EDA R&D to target global gaps
Taiwan's National Science and Technology Council (NSTC) briefed Premier Jung-tai Cho on September 10, 2026, at an Executive Yuan meeting on the Chip-Driven, Taiwan-wide semiconductor...
Friday 11 September 2026
Altera eyes $2B IPO, from Intel carve-out to public debut
Chipmaker Altera is laying the groundwork for an initial public offering (IPO) that could raise over US$2 billion as early as late 2026. According to sources familiar with the matter...
Friday 11 September 2026
ASPEED plans December BMC price hikes to fuel server security footprint

As demand for AI servers intensifies and supply chain bottlenecks continue to ease, shipment momentum for baseboard management controller...

Friday 11 September 2026
Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...

Friday 11 September 2026
AI server tracker: Taiwan's August filings say demand is still accelerating
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...
Friday 11 September 2026
Apple's foldable arrives late to a supply chain already moving on
Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese...
Friday 11 September 2026
Apple makes the hinge, not the screen, the centerpiece of its first foldable
Apple has built its first foldable around a component nobody sees. The iPhone Duo, unveiled 9 September and on sale from 23 October at a starting price of US$1,999, is defined less...
Friday 11 September 2026
Taiwan startup taps CMOS infrared chips to give robots an electronic 'nose'

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics...

Friday 11 September 2026
d-Matrix brings Raptor chips to Nvidia racks as falling token prices pressure GPU economics
AI chip startup d-Matrix is adopting Nvidia's NVLink Fusion technology to bring its next-generation Raptor inference processors into Nvidia MGX racks, giving the company a path into...
Friday 11 September 2026
Nuvoton sees robots driving MCU demand over next decade

Nuvoton Technology sees robots and other physical AI applications becoming an important source of demand for microcontrollers (MCUs)...