Global supply chain: Key components

Key components news coverage

IN THE NEWS

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...

Saturday 14 March 2026

AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

Saturday 14 March 2026

M31's 2025 results show revenue lift but profit still weigh down by EDA costs and currency losses

M31 Technology posted a record consolidated revenue of NT$1.78 billion (US$55.94 million) for 2025, up 20.3% year on year, with the fourth quarter of 2025 delivering a new quarterly...

Saturday 14 March 2026

Innolux puts Fab 2 and Fab 5 on sale as panel glut bites

Taiwanese flat-panel maker Innolux is seeking buyers for its Fab 2 and Fab 5 facilities as part of a consolidation strategy aimed at addressing persistent oversupply in the display...

Friday 13 March 2026

Hygon revenue jumps 57% as AI compute boom lifts China's x86 chip contender

Generative AI is rapidly reshaping the global computing industry, driving demand for advanced processors and accelerating China's push for domestic AI chips. Among the emerging players,...

Friday 13 March 2026

Tesla AI chip delay pushes South Korean NPU startup DeepX back six months

Tesla's next-generation AI processor schedule change has disrupted Samsung Electronics' foundry timelines, delaying mass-production plans for South Korean startup DeepX's next AI accelerator...

Friday 13 March 2026

ByteDance's overseas chip play puts Washington in a bind

ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring...

Friday 13 March 2026

AI server tracker: February revenue highlights across testing, design services, and rail kits

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing,...

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