Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 4 February 2026

South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms

South Korean panel makers are about one to two years ahead of competitors in China and Taiwan in Micro LED driving and assembly technologies, according to analysts. However, the country...

Tuesday 3 February 2026

Huawei-linked Hubble invests in automotive chipmaker Norelsys pre-IPO

Norelsys (Tianjin) Co., Ltd. has begun IPO counseling after filing registration for listing guidance with the Tianjin branch of the China...

Tuesday 3 February 2026

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

Tuesday 3 February 2026

Rising memory prices add cost pressures for IC design houses

Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...

Tuesday 3 February 2026

C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment

Semiconductor and printed circuit board (PCB) equipment maker C Sun announced plans to invest approximately NT$1.48 billion (US$46.87 million) to acquire a nearly 3,000-ping (106,750...

Tuesday 3 February 2026

NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations

NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...

Tuesday 3 February 2026

Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes

Rising prices are no longer limited to upstream materials and PCBs; surging memory costs have further pushed up supply chain expenses, prompting synchronized responses across wafer...

Tuesday 3 February 2026

Qualcomm, MediaTek, Apple dominate smart glasses processor race

Competition in the smart glasses market is heating up, with startups launching new products in rapid succession and major consumer electronics brands preparing to enter the space.

Tuesday 3 February 2026

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...

Monday 2 February 2026

Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase

Jensen Huang, the CEO of the world's most valuable chipmaker, departed Taiwan for Houston tonight on Monday with a clear message for the tech world: The AI race is accelerating, and...

Monday 2 February 2026

Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand

Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...

Monday 2 February 2026

Taiwan PCB makers vie for AI server market with new 2026 capacity

As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...

Monday 2 February 2026

Chinese panel cuts push LCD TV prices higher in February

The first half of 2026 is packed with events, including the Super Bowl, tax season, the FIFA World Cup, and the Lunar New Year holiday. TV brands have therefore moved forward with...

Monday 2 February 2026

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...

Monday 2 February 2026

India roundup: EU and India concludes FTA amid global trade disruption

After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.

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