Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 13 January 2026

Topco Scientific posts record 2025 revenue on strong advanced process material demand

Continued capacity expansion for advanced semiconductor manufacturing processes is driving strong demand for key materials such as photoresist and quartz. Topco Scientific (TSC), a...

Tuesday 13 January 2026

Nvidia and Eli Lilly launch joint AI lab to advance drug discovery and manufacturing

Nvidia and Eli Lilly and Company have announced the formation of a joint AI co-innovation lab to apply artificial intelligence to drug discovery, development, and manufacturing, as...

Tuesday 13 January 2026

Nvidia denies requiring Chinese customers to prepay for H200 chips

Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming...

Tuesday 13 January 2026

Taiwan's top panel makers will diversify in 2026

Taiwan's two major panel makers posted their highest combined revenue in four years in 2025, with December showing both month-over-month and year-over-year growth. As China now dominates...

Tuesday 13 January 2026

MediaTek nears NT$600B revenue in 2025, eyes automotive and ASIC growth in 2026

MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99%...

Tuesday 13 January 2026

Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm

Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...

Tuesday 13 January 2026

Edge AI devices drive 2026 component value surge

CES 2026, themed "AI Forward," signaled a shift by global tech giants from generative AI models and computing power toward physical AI...

Tuesday 13 January 2026

Macroblock advances Micro LED glass substrate applications towards mass production

LED driver IC designer Macroblock stated that Micro LED applications based on PCB substrates have been rolled out one after another, while Micro LED applications using glass substrates...

Monday 12 January 2026

China-style NXP model? Unigroup Guoxin buys WeEn to build a design-to-fab power chip platform

Unigroup Guoxin Microelectronics has launched a stock-and-cash deal to acquire control of WeEn Semiconductors, a China-owned power semiconductor...

Monday 12 January 2026

CES 2026: Chip giants spread out, visual AI dominates the smaller players

At CES 2026, chipmakers remained at the center of attention. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both delivered keynote speeches, while Lenovo hosted a major event at the Sphere,...

Monday 12 January 2026

Synnex reports strong December revenue growth driven by memory prices and AI demand

Distribution giant Synnex Technology International Corp. posted robust revenue growth in December 2025, benefiting from rising memory prices and increased demand for AI server applications...

Monday 12 January 2026

India targets post-quantum secure chip personalization with Kaynes Semicon-SEALSQ joint venture

India's semiconductor ambitions are beginning to extend beyond fabrication and conventional packaging into secure chip personalization and cryptographic control, as Kaynes Semicon...

Monday 12 January 2026

GIS, TPK expand microLED, 3D printing investments

Touch panel makers General Interface Solution (GIS) and TPK Holding are stepping up their transformation strategies.

Monday 12 January 2026

Honey Hope Honesty posts 16% growth on surging AI server MLCC demand

Electronic component distributor Honey Hope Honesty Enterprise (3H) reported December 2025 revenue of NT$652 million (US$20.63 million), up 52.01% year over year. The strong growth...

Monday 12 January 2026

Sharp-Adani LCD proposal tests India's ability to build a full-scale panel supply chain from scratch

Sharp ceased production at its Sakai Display Product (SDP) factory in late August 2024, ending operations at the world's only 10G LCD panel fab. Despite this closure, Sharp is pursuing...

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