Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 2 April 2026

Intel buyback signals shift beyond austerity as chipmaker regains confidence

Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...

Thursday 2 April 2026

Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle

Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity...

Thursday 2 April 2026

Interview: How Europe's two-year AI lag is becoming a security liability

While North America and Asia race to deploy "physics-bending" AI hardware, Europe has opted for a "wait-and-see" approach, shielded by thick layers of regulation. In a DIGITIMES...

Thursday 2 April 2026

Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

Taiwan's IC design sector is undergoing a decisive shift in 2026, with capital markets effectively validating an industry transition toward...

Thursday 2 April 2026

China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD,...

Wednesday 1 April 2026

SiPh and advanced packaging shine at Touch Taiwan

The annual Touch Taiwan exhibition will take place April 8-10, 2026, featuring over 300 companies from 12 countries across 820 booths. Jim Hung, chairman of the TDUA, highlighted that...

Wednesday 1 April 2026

Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus

Fujitsu plans to develop a 1.4nm artificial intelligence (AI) chip and outsource its production to Rapidus in Japan, according to Nikkei. The chip is designed for use in servers...

Wednesday 1 April 2026

Taiwan panel leaders pivot: AUO targets CPO, Innolux advances FOPLP

Taiwan's panel industry is undergoing a collective transformation, with its two major players adopting distinct technology paths.

Wednesday 1 April 2026

China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping...

Wednesday 1 April 2026

Nvidia's 800V-to-12V push faces industry skepticism

Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage...

Wednesday 1 April 2026

Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners

Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...

Wednesday 1 April 2026

China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply

GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...

Wednesday 1 April 2026

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...

Wednesday 1 April 2026

China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push

China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...

Wednesday 1 April 2026

China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

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