Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 11 August 2026

Taiwan and China see more students choose STEM as tech demand rises

For students and employers worldwide, the shift toward science and engineering degrees in Taiwan and China underscores how artificial intelligence, advanced manufacturing, and semiconductor...

Tuesday 11 August 2026

Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could...

Tuesday 11 August 2026

Trusval posts record profit on semiconductor fab and memory project demand

Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity...

Tuesday 11 August 2026

Chip price increases are set to keep spreading into the second half of 2026

Global chip buyers from device makers to cloud companies are likely to face higher semiconductor costs for longer as supply-chain price increases continue to spread into the second...

Tuesday 11 August 2026

MA-tek reports record July revenue on glass-substrate testing demand

Materials Analysis Technology, or MA-tek, said its first-half 2026 results reached record levels and July revenue set a monthly record for a fifth straight month, while demand grew...

Tuesday 11 August 2026

Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung...

Tuesday 11 August 2026

Europe and US IDM giants expand China EV share on capacity, tech edge

Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many...

Monday 10 August 2026

Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion

Chinese AI GPU developer Moore Threads is preparing a Hong Kong listing after first-half revenue jumped 147.42% year on year to CNY1.74...

Monday 10 August 2026

Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key

Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million),...

Monday 10 August 2026

Weekly news roundup: AI infrastructure race spans HBM, DRAM, EMIB, optical transceivers and next-gen lithography

AI infrastructure, memory supply, advanced packaging and US-China tech restrictions led this week's industry agenda. Below are the most-read DIGITIMES stories from the week...

Monday 10 August 2026

High production keeps TV panel prices falling in August

LCD TV panel prices fell across the board in July and have extended their decline in August as high utilization at makers' high-generation...

Sunday 9 August 2026

WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027

WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and...

Saturday 8 August 2026

Taiwan team builds high-performance MoS2 transistor to ease 2D semiconductor limits

Taiwan researchers announced on August 6 that they had developed a high-performance monolayer molybdenum disulfide (MoS2) top-gate transistor designed to address a long-standing interface...

Saturday 8 August 2026

IT panel demand cools as August prices hold steady

IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...

Saturday 8 August 2026

Commentary: China IC design rules reshape patent battles

China's State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect...

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