CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 25 February 2026
Unimicron names UMC's SC Chien chair in substrate strategy shift
Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer...
Wednesday 25 February 2026
TSMC's record profits signal AI boom far from over
Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...
Wednesday 25 February 2026
Chinese IC design house hit by open-source license dispute after GitHub freezes code
China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor...
Wednesday 25 February 2026
Apple's pricy foldable iPhone looms over smartphone panel market
The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined...
Wednesday 25 February 2026
AMD and Meta seal US$100 billion AI infrastructure deal for 6GW of Instinct GPUs
Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking...
Wednesday 25 February 2026
Analog market rebalances: Texas Instruments pushes through price hikes
Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.
Wednesday 25 February 2026
US says no H200s were cleared for China since Trump's go-ahead
Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
Wednesday 25 February 2026
Intel taps SambaNova for AI inference push via partnership and minority stake
Intel has opted for a multi-year collaboration and minority investment in SambaNova Systems rather than a full acquisition, signaling a more capital-disciplined approach as it seeks...
Wednesday 25 February 2026
TI posts rare first-quarter growth driven by turn orders and data center momentum
Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
Wednesday 25 February 2026
ASE accelerates panel-level packaging push with fully automated 310mm line by 2026
AI and high-performance computing chip demand continue to expand, keeping TSMC's CoWoS capacity tight into 2026. The supply constraint is pushing Taiwan's major OSAT providers, including...
Wednesday 25 February 2026
Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
Wednesday 25 February 2026
TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
Wednesday 25 February 2026
Elon Musk recruits South Korean chip talent as HBM sparks global war
Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
Tuesday 24 February 2026
A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
What if the next pillar of the global semiconductor industry isn't built in one country — but three?
Tuesday 24 February 2026
OpenAI agreement boosts Cerebras’ renewed IPO push
Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...