Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 9 July 2026

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Thursday 9 July 2026

Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early...

Thursday 9 July 2026

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially...

Thursday 9 July 2026

Partner Tech posts 7.45% first-half revenue gain on higher-value product shift

Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first...

Thursday 9 July 2026

Anpec June revenue rises on fan motor driver IC demand

Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up...

Thursday 9 July 2026

Arterytek posts record second-quarter revenue on stronger MCU demand

Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year...

Thursday 9 July 2026

China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology...

Thursday 9 July 2026

Asian VCs urge startups to expand regionally before targeting the US

Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian...

Thursday 9 July 2026

Aurona sees strong PCB demand as AI and high-end chip trends lift sales

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products...

Thursday 9 July 2026

Interview: UK courts Taiwan suppliers as AI hardware race shifts to chips and power

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers, seeking to turn its AI infrastructure push into a market and investment opportunity...

Thursday 9 July 2026

Salesforce Ventures shares AI investment playbook at Asia VC Summit, eyes Taiwan startup

Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit...

Thursday 9 July 2026

Macronix and Winbond post record June revenue as memory prices stay firm

Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese...

Wednesday 8 July 2026

Novatek beats second-quarter revenue guidance on strong customer stockpiling

Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...

Wednesday 8 July 2026

Samsung's Jae-yong Lee heads to Sun Valley Conference for likely AI talks

Samsung Electronics Chairman Jae-yong Lee departed for the Sun Valley Conference in the US on July 7, marking his second straight year...

Wednesday 8 July 2026

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...

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