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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 3 November 2026
Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers
Marvell Technology's agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data...
Tuesday 3 November 2026
SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices
SK Hynix is increasing orders for small outline compression attached memory module 2 (SOCAMM2) printed circuit boards (PCBs) as production ramps up for Nvidia's Vera Rubin AI platform,...
Monday 2 November 2026
Taiwan aims to train 60,000 IC specialists by 2030
Taiwan is aggressively pursuing a core strategy of "Team Taiwan to Team Global," according to Cheng-Wen Wu, Minister of the National Science and Technology Council (NSTC). Wu noted...
Monday 2 November 2026
US backs Anderon, GF quantum foundries as Intel targets QPUs with 18A process
The US Department of Commerce is leveraging federal funding and policy initiatives to bolster America's global competitiveness in quantum technology. Its core strategy centers on consolidating...
Monday 2 November 2026
AMOLED advances, hitting IT LCD panels
DIGITIMES forecasts that global large-size TFT LCD shipments will reach 910 million units by 2031 as supply expansion slows and panel capacity continues to be restructured. While TV...
Monday 2 November 2026
Samsung to buy TCL CSOT stake from its own display unit for US$960 million
Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused...
Monday 2 November 2026
Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains
Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model...
Monday 2 November 2026
China's Empyrean Tech targets digital EDA gaps with US$32.9 million Easy-Logic acquisition
China's leading electronic design automation (EDA) supplier, Empyrean Technology, plans to acquire a controlling stake in Easy-Logic Technology, a specialist in digital logic optimization,...
Monday 2 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress...
Sunday 1 November 2026
The 20% problem: why Taiwan's imported equipment parts still carry 70% of the cost
Taiwan can manufacture some of the world's most advanced chips, package them into increasingly complex AI systems, and connect much of the surrounding electronics supply chain within...
Sunday 1 November 2026
Six decades in the making: Why the world can't easily copy Taiwan's chip ecosystem
Taiwan's semiconductor strength is often described today through leading-edge process nodes, advanced packaging capacity, or its pivotal role in the global AI supply chain. At the...
Saturday 31 October 2026
Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure
The launch of Muse in September across Meta's expanding agent ecosystem has highlighted how quickly AI agents are evolving beyond conventional chatbot architectures, bringing more...
Saturday 31 October 2026
TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy?
Taiwan already manufactures much of the physical infrastructure on which the AI boom depends. Advanced logic, packaging, substrates, testing, power delivery, cooling, and server assembly...
Saturday 31 October 2026
AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years
AUO is accelerating its strategic push into optical communications and advanced semiconductor packaging, establishing optical engines and glass core substrates (GCS) as its two primary...
Saturday 31 October 2026
MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%
MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue...