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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 19 February 2026
AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge
Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...
Thursday 19 February 2026
Wearable medical devices surge with supply chain of four core components taking shape
Global medical technology is rapidly shifting from hospital settings to everyday life, advancing toward precision medicine and long-term health management. Driving the boom in wearable...
Wednesday 18 February 2026
Qualcomm commits up to US$150 million to back AI startups in India
US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial...
Wednesday 18 February 2026
Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes
Major printed circuit board (PCB) manufacturer Zhen Ding Technology (ZDT) held its year-end party on February 13, where chairman Charles Shen announced that full-year 2025 revenue...
Wednesday 18 February 2026
Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
Tuesday 17 February 2026
GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal
GlobalFoundries and Renesas Electronics Corporation announced an expanded strategic collaboration through a multi-billion-dollar manufacturing agreement aimed at strengthening semiconductor...
Tuesday 17 February 2026
LG Display uses Nvidia PhysicsNeMo for digital twin panel tool in South Korea
LG Display (LGD) announced that it has utilized Nvidia's physics artificial intelligence (AI) modeling platform PhysicsNeMo to develop a digital twin panel tool (DPS). At present,...
Tuesday 17 February 2026
Intel India makes key contributions to Panther Lake, leads reference design and validation
Intel's India engineering center made significant contributions to the recently launched Panther Lake client platform in the areas like x86 core, platform design, post-silicon validation,...
Tuesday 17 February 2026
AMD, TCS expand partnership to deploy 200MW AI infrastructure in India
Advanced Micro Devices (AMD) and Tata Consultancy Services (TCS) have expanded their strategic collaboration to develop rack-scale artificial intelligence infrastructure in India,...
Monday 16 February 2026
India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's...

Monday 16 February 2026
Nvidia CEO Jensen Huang skips India AI Impact Summit citing unforeseen circumstances
Nvidia has not disclosed a detailed reason for Chief Executive Jensen Huang skipping the India AI Impact Summit in New Delhi this week, saying only that he is "unable to travel…...
Monday 16 February 2026
India fines Intel over discriminatory warranty policy
On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02...
Sunday 15 February 2026
UMC appoints new representative as Unimicron chairman Tseng retires
Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered...
Sunday 15 February 2026
Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...
Saturday 14 February 2026
AMD's growing server and PC share pressures Intel as China supply constraints tighten prices
AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...