Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 1 April 2026

SiPh and advanced packaging shine at Touch Taiwan

The annual Touch Taiwan exhibition will take place April 8-10, 2026, featuring over 300 companies from 12 countries across 820 booths. Jim Hung, chairman of the TDUA, highlighted that...

Wednesday 1 April 2026

Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus

Fujitsu plans to develop a 1.4nm artificial intelligence (AI) chip and outsource its production to Rapidus in Japan, according to Nikkei. The chip is designed for use in servers...

Wednesday 1 April 2026

Taiwan panel leaders pivot: AUO targets CPO, Innolux advances FOPLP

Taiwan's panel industry is undergoing a collective transformation, with its two major players adopting distinct technology paths.

Wednesday 1 April 2026

China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping...

Wednesday 1 April 2026

Nvidia's 800V-to-12V push faces industry skepticism

Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage...

Wednesday 1 April 2026

Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners

Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...

Wednesday 1 April 2026

China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply

GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...

Wednesday 1 April 2026

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...

Wednesday 1 April 2026

China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push

China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...

Wednesday 1 April 2026

China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

Wednesday 1 April 2026

China's AI chip demand drives advanced foundry growth amid geopolitical split

Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...

Wednesday 1 April 2026

Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals

Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip —...

Wednesday 1 April 2026

Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems

US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...

Tuesday 31 March 2026

Apple's OLED push sets off supplier race as LG Display tightens grip

Apple's long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others.

Tuesday 31 March 2026

MPI probe card lead times stretch to 6 months on AI chip testing surge

Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...

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