Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 8 May 2026

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...

Friday 8 May 2026

Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

Friday 8 May 2026

M31 weathers project delays as royalties and advanced-node demand signal recovery

M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...

Friday 8 May 2026

HannStar pivots to automotive, reflective displays after US$333 million factory sale

Taiwan panel maker HannStar Display, which posted losses in 2025, is repositioning its 2026 strategy around Generation 5.3 α-Si production, targeting full-capacity utilisation...

Friday 8 May 2026

AUO tops US$3 billion in circular economy value

AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with...

Friday 8 May 2026

Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

Friday 8 May 2026

Anpec plans midyear 15% price hike to protect PMIC margins

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...

Friday 8 May 2026

Zhen Ding Tech's AI push gains traction: server, IC substrate sales surge to records

High-end AI-related products continued to drive revenue growth at PCB maker Zhen Ding Tech (ZDT) in April, with server and optical communication revenue surging more than 230% year...

Friday 8 May 2026

AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

Thursday 7 May 2026

Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion

Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions...

Thursday 7 May 2026

MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD

MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud...

Thursday 7 May 2026

Nuvoton BMC demand grows as per-rack chip count rises to 120

Nuvoton is seeing stronger demand for baseboard management controller (BMC) chips as AI servers drive higher requirements for remote server control and system monitoring. The company...

Thursday 7 May 2026

Chelic posts stronger first-quarter profit as AI server demand lifts automation parts

Chelic reported stronger first-quarter results as rising global shipments of AI servers drove demand across PCB, liquid-cooling, and semiconductor equipment supply chains, boosting...

Thursday 7 May 2026

Transcom sees overseas defense orders drive revenue and production into 2026

Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...

Thursday 7 May 2026

Arm shifts focus to high-value silicon to bypass mobile growth plateau

The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...

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