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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 20 January 2026
Advantest faces three standardization challenges in shift-left testing
The silicon photonics (SiPh) and common packaged optics (CPO) solutions supply chains are emerging this year. Japanese testing equipment maker Advantest says that although optical...
Tuesday 20 January 2026
Apple, Qualcomm, MediaTek align on 2nm chips in 2026 as specs lose consumer appeal
Apple Inc., Qualcomm Inc., and MediaTek are all set to advance their smartphone system-on-chip (SoC) offerings to the 2nm process node in 2026. This coordinated move signals the three...
Tuesday 20 January 2026
Taiwan IC designers wager on algorithms for the next boom
Taiwanese integrated circuit design houses used the 2026 Consumer Electronics Show in the US to seek new partnerships, signaling that success in the next phase of edge artificial intelligence...
Tuesday 20 January 2026
Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts
Demand for power management integrated circuits (PMICs) from Taiwanese manufacturers is showing signs of stabilization, particularly in cloud AI servers, industrial control, and automotive...
Tuesday 20 January 2026
Smartphone chips hit 2nm in 2026. The real shock is the cost
Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...
Monday 19 January 2026
Weekly news roundup: memory shortages, packaging power, TSMC's global pivot
Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026.
Monday 19 January 2026
OpenAI taps Cerebras for US$10 billion AI chip buildout
OpenAI said it would partner with the artificial intelligence chip maker Cerebras to build 750 megawatts of ultra-low-latency AI computing capacity, a project that will come online...
Monday 19 January 2026
Commentary: US and Taiwan finalize tariff deal, securing favorable terms for semiconductor exports

The US and Taiwan have formally concluded a tariff agreement that sets a 15% rate on covered goods, alongside a sweeping package of Taiwanese...

Monday 19 January 2026
OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence
OpenAI has reached a multi-year compute procurement agreement worth more than US$10 billion with AI chip startup Cerebras Systems, with the intention to enhance ChatGPT performance...
Monday 19 January 2026
Taiwan PCB industry gearing up for record investment driven by AI cloud computing
Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
Monday 19 January 2026
Taiwan's DDI chipmakers fight for survival beyond displays

Taiwanese DDI vendors rode a post-pandemic growth wave, but demand turned increasingly uncertain in 2025. Weak consumer end markets, slowing...

Monday 19 January 2026
Young Fast Optoelectronics to integrate vertically, expand into gaming assembly and electronic paper modules by 2026
Touch panel manufacturer Young Fast Optoelectronics, which has shifted focus toward electromechanical products in recent years, plans to vertically integrate its optoelectronics division...
Sunday 18 January 2026
Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets
On December 10, 2025, Qualcomm Inc. disclosed its acquisition of Ventana Micro Systems in the US without revealing the deal's financial terms or completion date. The company highlighted...
Saturday 17 January 2026
Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition
AMD introduced its Helios system platform at CES 2026, marking a significant move in cloud AI computing competition from traditional single-chip performance to full rack-scale solutions...
Saturday 17 January 2026
Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split
Taiwan's IC design segment posted a visibly divergent finish in December 2025, with AI/HPC, data center, and enterprise storage-related suppliers closing the year strongly, while consumer...