Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 14 May 2026

Taiwan panel industry transforms by riding the AI wave into microLED optical communications

Under the AI boom, microLED optical communication is expected to become a key opportunity for the display industry's transformation.

Thursday 14 May 2026

QBit Semiconductor targets edge AI growth as copier chips turn oligopolistic

IC design firm QBit Semiconductor will list on the Emerging Stock Board on May 15, 2026, and chairman Simon Shen, a former Kinpo executive, said the debut marks a new milestone for...

Thursday 14 May 2026

Etron's robotics bets gain ground as memory cycle turns

Etron Technology is seeing momentum extend beyond its core memory business, as subsidiaries built over the past several years begin to bear fruit in robotics, edge computing, and privacy-focused...

Thursday 14 May 2026

Alibaba faces mounting margin pressure as AI investments accelerate

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...

Thursday 14 May 2026

Tencent eyes Chinese ASIC ramp in 2H26

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...

Thursday 14 May 2026

Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain

OpenAI's deep partnership with chipmaker Cerebras has taken a public turn as Cerebras prepares to list in the US, a development that underscores OpenAI's effort to restructure its...

Thursday 14 May 2026

MediaTek courts Intel as Google pushes for alternatives to CoWoS

MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely...

Thursday 14 May 2026

Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand

Lam Research said it will hire more than 1,000 professional engineers in Taiwan in 2026 as customer demand mounts and the company expands technical support services for foundry, memory...

Thursday 14 May 2026

Korea races to narrow chip packaging gap with Taiwan and China

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

Wednesday 13 May 2026

L&T Semiconductor Technologies signs multiyear agreement with Synopsys for AI-enabled power module design

L&T Semiconductor Technologies' multiyear agreement with Synopsys to use AI-enabled multiphysics simulation software could accelerate the development of power modules and intelligent...

Wednesday 13 May 2026

Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

Global smartphone AP shipments in the second quarter of 2026 are estimated to see a yearly decline of 15.2% as memory price hike pressure emerges.

Wednesday 13 May 2026

Doosan to build new CCL plant in Thailand

South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global...

Wednesday 13 May 2026

Malaysia explores semiconductor listings to strengthen domestic capital markets

Malaysia is exploring ways to encourage more semiconductor-related companies to list on Bursa Malaysia as the government seeks to better align the country's capital markets with its...

Wednesday 13 May 2026

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

Wednesday 13 May 2026

Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and...

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