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    Global supply chain: Key components
    Key components news coverage
    IN THE NEWS
    Monday 5 January 2026
    Taiwan fortifies silicon shield with 2026 push to set global chip agenda
    As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again...
    Monday 5 January 2026
    TSMC's CoWoS outsourcing to ASE and Amkor challenges Samsung
    As its most advanced packaging lines are operating at full capacity, TSMC has transferred part of its advanced packaging orders to outsourced semiconductor assembly and test (OSAT)...
    Monday 5 January 2026
    Trump orders divestment of EMCORE chip assets, tightening US scrutiny of foreign semiconductor deals
    US President Donald Trump has ordered the divestment of certain semiconductor assets of EMCORE Corporation following a national security review that identified risks linked to foreign...
    Monday 5 January 2026
    India roundup: OSAT players claim legacy packaging price parity

    Indian OSAT players aim for price competitiveness on par with Malaysian rivals, as L&T Semiconductor...

    Monday 5 January 2026
    Taiwan IC design industry faces intensifying G2 pressures in 2026
    Taiwan's integrated circuit (IC) design sector faces intensified challenges as 2026 begins that may push its global revenue ranking to third place, largely due to competitive pressures...
    Saturday 3 January 2026
    Analysis: Chip boom squeezes device makers as surging component costs threaten margins
    The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
    Friday 2 January 2026
    IC substrates and networking PCBs grow; materials and equipment face shortages
    The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...
    Friday 2 January 2026
    South Korea's semiconductor bill risks weakening competitiveness as rivals roll out cash subsidies
    South Korea's ruling and opposition parties have reached a preliminary consensus on the Semiconductor Special Act, though its passage may be delayed until 2026, and the law faces criticism...
    Friday 2 January 2026
    Budget delays risk sidelining Taiwan in 2026 silicon photonics and CPO takeoff, NSTC warns
    Taiwan's National Science and Technology Council (NSTC) has raised concerns that prolonged delays in budget approvals could cause Taiwan to miss the critical 2026 global takeoff for...
    Friday 2 January 2026
    CES 2026 set to highlight AI innovations with major tech companies unveiling new products
    The Consumer Technology Association (CTA) has announced that artificial intelligence (AI) will be the central theme of CES 2026, under the banner "AI Forward." The event will emphasize...
    Friday 2 January 2026
    China sees 2025 chip IPO surge as domestic AI and tech ambitions accelerate
    Chinese semiconductor companies are returning to the initial public offering (IPO, including additional and rights offering) market in force, raising funds that are critical for the...
    Thursday 1 January 2026
    Samsung reportedly explores side-by-side chip packaging for next-gen Exynos

    Samsung Electronics is reportedly developing a new mobile chip packaging method aimed at improving thermal efficiency in its Exynos processors,...

    Thursday 1 January 2026
    AI competition moves beyond LLMs into distribution and hardware channels
    As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration,...
    Wednesday 31 December 2025
    India's L&T Semiconductor to unveil partnerships in cellular IoT modules and power devices at CES
    L&T Semiconductor Technologies is expected to outline a partner-led expansion into cellular IoT modules at CES, positioning India as a future manufacturing base and sourcing option...
    Wednesday 31 December 2025
    GigaDevice Semiconductor seeks up to HK$4.68B in Hong Kong listing

    Chinese chip designer GigaDevice Semiconductor is pressing ahead with plans to list its shares in Hong Kong, seeking to raise as much...

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