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Global supply chain: Key components
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Thursday 12 November 2026
South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports
Taiwan’s glass fiber exports to South Korea rose 54.0% year-over-year in the first nine months of 2026 as demand for high-bandwidth memory (HBM) and advanced packaging expanded...
Thursday 12 November 2026
AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage
At the opening panel of electronica 2026 in Munich on November 10, industry leaders agreed that the primary bottleneck in artificial intelligence is shifting from computing power to...
Thursday 12 November 2026
Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth
Taiwan-based Ta Liang Technology, a printed circuit board (PCB) equipment manufacturer, said its order visibility for PCB and semiconductor equipment extends through 2027, with its...
Thursday 12 November 2026
AUO and Innolux target 2028 commercial breakthrough in semiconductor packaging
Faced with sluggish end-user demand, chronic overcapacity, and intensifying market competition, global display manufacturers are under pressure to reinvent themselves. In Taiwan, leading...
Thursday 12 November 2026
Samsung Display, BOE weigh low-cost OLED panels as phone sales fall
Samsung Display, BOE Technology Group, and Tianma Microelectronics are considering lower-cost OLED panels for entry-level smartphones as falling handset sales put pressure on display...
Thursday 12 November 2026
Nvidia spy case puts Jensen Huang's family in spotlight amid lack of succession plan
Nvidia CEO Jensen's Huang's affair with an alleged Chinese spy has raised questions about national security, corporate governance, and even whether he will keep his job. Beyond his...
Thursday 12 November 2026
Universities aren't factories: Can a hot-rodding spirit drive semiconductor innovation?
The National Science and Technology Council's Department of Engineering and Technologies recently issued a call for proposals encouraging academia to modify expensive semiconductor...
Thursday 12 November 2026
Jensen Huang scandal could reshape China’s AI chip landscape
“Jensanity” has helped fuel the global artificial intelligence (AI) boom, but reports linking Nvidia CEO Jensen Huang to an alleged extramarital relationship involving...
Thursday 12 November 2026
Taiwan proposes expanding protected technology list to 46 items
Taiwan's National Science and Technology Council (NSTC) has proposed expanding the list of national core key technologies from 42 to 46 items, with four additions covering satellite...
Thursday 12 November 2026
Fitpower sees AI, e-paper, and power ICs driving growth into 2027
IC design house Fitpower Integrated Technology reported third-quarter revenue of NT$6.253 billion (US$189.81 million), up 16.09% quarter on quarter and 46.38% year on year, and said...
Thursday 12 November 2026
Nvidia board meets on Jensen Huang's future as succession gap comes into focus
Nvidia's board met on November 11 to weigh the future of Jensen Huang, the only chief executive the company has ever had. The stakes go beyond one career: the company at the center...
Wednesday 11 November 2026
Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban
Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their...
Wednesday 11 November 2026
AMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

As agentic AI rapidly advances, data center workloads are expanding from traditional model training into inference, agent collaboration,...

Wednesday 11 November 2026
Dynamic Holding posts record 3Q26 revenue and profit on mix, price hikes
PCB maker Dynamic Holding reported October 2026 consolidated revenue of NT$10.637 billion (approx. US$323.6 million), down slightly from NT$10.648 billion in September as extended...
Wednesday 11 November 2026
Infineon says data center orders already exceed target as factory output sets ceiling
Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for...