Global supply chain: Key components

Key components news coverage

IN THE NEWS

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...

Wednesday 11 February 2026

TSMC Japan expansion mirrors broader Taiwan tech retreat from China

C. C. Wei, chairman and chief executive of Taiwan Semiconductor Manufacturing Company, announced that the company's 3-nanometer manufacturing technology will be deployed in Japan,...

Wednesday 11 February 2026

Silan raises device prices about 10% from March, signaling wider cost pass-through

On February 9, 2026, Hangzhou Silan Microelectronics said that it will raise prices on certain device product categories by about 10% on average starting March 1, 2026, citing severe...

Wednesday 11 February 2026

Topoint plans second price hike in 1Q26 as tungsten price rises

Affected by the continued rise in tungsten carbide prices, PCB drill manufacturer Topoint Technology said that it plans to implement another price increase in the first quarter of...

Wednesday 11 February 2026

Taiwan breaks ground on 12-inch semiconductor R&D base at ITRI, backed by TSMC equipment donations

Taiwan has launched construction of a new 12-inch semiconductor pilot production platform at the Industrial Technology Research Institute (ITRI), aiming to strengthen the island's...

Wednesday 11 February 2026

Analysis: Big tech's AI buildout spending spree set to reshape global supply chains

America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...

Wednesday 11 February 2026

Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes

Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global...

Wednesday 11 February 2026

AI demand pushes Taiwan's Topco Scientific to record January revenue

Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand...

Tuesday 10 February 2026

Renesas turns to China and India for recovery after first net loss in six years

Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...

Tuesday 10 February 2026

South Korea's NUCODE eyes partnership with Realtek to lead IoT market

South Korean IoT startup NUCODE is leveraging ultra-low-power communication technology to streamline hardware development and bridge the gap between prototyping and mass production...

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