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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 31 March 2026
DDI price hikes mainly aim to pass on costs, not boost profits
The recent surge in display driver IC (DDI) price hikes has spread from China to Taiwan, with reports indicating that Taiwanese DDI design firms will begin raising prices starting...
Tuesday 31 March 2026
LCD monitor panel prices rose as notebook panel price drop slowed in March
Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...
Tuesday 31 March 2026
Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

Tuesday 31 March 2026
DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand
On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference...
Tuesday 31 March 2026
Custom chips demand spike draws Taiwan firms into ASIC arena
While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...
Tuesday 31 March 2026
Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
Monday 30 March 2026
Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast
Taiwan foundry revenue growth expected to reach 30% 2026; strategic adjustments initiated for mature processes.
Monday 30 March 2026
Commentary: US chip security act ends China's special AI chip supply
The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...
Monday 30 March 2026
China builds open RISC-V chip platform with Xiangshan, Ruyi OS
China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native...
Monday 30 March 2026
Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses
Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses
Monday 30 March 2026
China's semiconductor capacity share to reach 32% by 2030
The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
Monday 30 March 2026
Arm pushes beyond licensing with a new AI CPU platform
Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
Monday 30 March 2026
Taiwan broadens strategic industry list to include AI, quantum, and SiPh
Taiwan's premier Cho Jung-tai has unveiled a new list of 13 strategic industries. The lineup includes silicon photonics (SiPh), quantum technology, and unmanned vehicles. Quantum technology...
Monday 30 March 2026
Sumco shifts wafer strategy to equipment upgrades over new plant
Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
Monday 30 March 2026
Samsung invests in AI chip design startup to speed silicon and cut power use
Samsung Electronics has backed AI chip design startup Normal Computing in a US$50 million funding round, expanding its push into AI-driven electronic design automation and next-generation...