Global supply chain: Key components

Key components news coverage

IN THE NEWS

Sunday 15 February 2026

UMC appoints new representative as Unimicron chairman Tseng retires

Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered...

Sunday 15 February 2026

Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...

Saturday 14 February 2026

AMD's growing server and PC share pressures Intel as China supply constraints tighten prices

AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...

Friday 13 February 2026

Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets

As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...

Friday 13 February 2026

Analysis: China's AI models and chips align on day one

China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously,...

Friday 13 February 2026

Display makers exit old LCD plants as chipmakers hunt cleanrooms

Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...

Friday 13 February 2026

Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp

Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...

Friday 13 February 2026

Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics

Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing...

Thursday 12 February 2026

Global semiconductor industry, 2026

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.

Thursday 12 February 2026

Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier

Geopolitical tensions stemming from the US-China trade war and global tariff barriers are driving major changes across the printed circuit board (PCB) industry, prompting structural...

Thursday 12 February 2026

Taiwan PCB industry unites at Apex Expo for US advanced packaging push

Amid mounting tariff pressures and geopolitical risks, the Taiwan Printed Circuit Association (TPCA) announced that it will showcase a Taiwan advanced packaging zone at Apex Expo 2026,...

Thursday 12 February 2026

Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus

Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...

Thursday 12 February 2026

Chinese MCU price hikes open door for Holtek's quality play

Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...

Wednesday 11 February 2026

Nvidia finalizes deal for first overseas HQ in Taipei; groundbreaking set for June 2026

Nvidia has officially finalized a deal to establish its first overseas headquarters in Taipei, marking a major milestone in Taiwan's evolution into...

Wednesday 11 February 2026

Analysis: Arm pivots to data centers as smartphones slump

Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...

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