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Global supply chain: Key components
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Monday 16 March 2026
Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry...

Monday 16 March 2026
Global smartphone AP industry, 4Q 2025
Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year...
Monday 16 March 2026
Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe
At Embedded World 2026, most Taiwanese IC design houses reported unprecedentedly active engagement with European customers. Over the past year, visits by European downstream customers...
Monday 16 March 2026
IC design houses push 12-inch chips as 8-inch process price hikes loom
The chip market is facing a wave of price increases, with IDM companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand...
Monday 16 March 2026
US withdraws draft for rule requiring approval for AI chip exports anywhere in the world
The US revoked a draft rule on March 13 that would have required the country's approval to export US-made AI chips anywhere in the world. The withdrawal marks a reversal of one of...
Monday 16 March 2026
AWS and Cerebras collaborate on faster AI inference for Amazon Bedrock
Amazon Web Services (AWS) and AI chip startup Cerebras Systems said they are working together to bring a high-speed AI inference architecture to Amazon Bedrock, a managed service for...
Monday 16 March 2026
Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026
On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not...
Monday 16 March 2026
AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
Monday 16 March 2026
Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays
Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage...
Monday 16 March 2026
AI server supply chain tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip
Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...
Monday 16 March 2026
HyperLight, UMC, and Wavetek form foundry partnership for high-volume TFLN chiplet production
HyperLight Corporation, United Microelectronics Corporation (UMC), and Wavetek Microelectronics Corporation, a wholly owned UMC subsidiary, have announced a strategic manufacturing...
Monday 16 March 2026
Himax showcases palm vein authentication and WiseEye at Embedded World 2026
Taiwan-based Himax Technologies is exhibiting at Embedded World 2026, presenting its touch and display products alongside its WiseEye image sensing solutions, which the company says...
Sunday 15 March 2026
PCB supply chains feel the heat of Middle East
The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...
Sunday 15 March 2026
Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
Sunday 15 March 2026
SiliconAuto's MCU debut could reshape compute allocation in vehicle platforms
SiliconAuto introduced its XMotiv M3 series microcontroller units at Embedded World 2026, signaling a push to expand collaborations in Europe, CEO Gene Liu said. The company has spent...