Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 11 March 2026

Japan's investment list targets AI, quantum computing, and semiconductors

Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing,...

Wednesday 11 March 2026

Texas Instruments reportedly plan analog chip price hikes

Market sources say analog chip design leader Texas Instruments (TI) is preparing to raise prices on a range of semiconductor products...

Wednesday 11 March 2026

MediaTek CEO: Advanced chip production due for a global rebalance

MediaTek CEO Ricky Tsai recently discussed artificial intelligence, semiconductor geopolitics, and MediaTek's evolving strategy in an interview with an English-language publication...

Wednesday 11 March 2026

Jarllytec expects short-term trough as new hinge shipments begin

Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments...

Wednesday 11 March 2026

Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch

Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging,...

Tuesday 10 March 2026

Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026

Qualcomm makes its move into physical AI and robotics

Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront...

Tuesday 10 March 2026

Intelligent Asia Thailand 2026: Leading ASEAN PCB & Automation

Intelligent Asia Thailand 2026, Southeast Asia's leading B2B platform for PCB manufacturing and industrial automation, will take place from 11 to 13 March 2026 at Event...

Tuesday 10 March 2026

Zhen Ding posts slight 4% revenue drop in February amid strong AI demand

Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...

Tuesday 10 March 2026

Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says

Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea...

Tuesday 10 March 2026

Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics

US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...

Tuesday 10 March 2026

PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026

PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...

Tuesday 10 March 2026

Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging

Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these...

Tuesday 10 March 2026

Nanya Technology and Micron drive Acter's 2026 revenue to rise over 30%

Industrial facilities provider Acter along with subsidiaries Nova Technology (Novatech), Rayzher, and its invested company Phoenix Silicon International (PSI) have steadily established...

Tuesday 10 March 2026

Phison says NAND prices jumped 50% overnight as supply crunch continues

NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.

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