Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 6 January 2026

Portwell Acquires Wincomm Stake to Expand Medical Industrial Edge AI

Portwell, Inc., a leading provider of industrial and embedded computing solutions and a subsidiary of Posiflex Technology Inc., today announced its strategic investment...

Tuesday 6 January 2026

HKC reportedly eyes OLED debut as industry pivots to bigger panels

HKC, a major Chinese display manufacturer, is weighing a potential entry into organic light-emitting diode production through a proposed sixth-generation facility. The move would mark...

Monday 5 January 2026

Qualcomm cloud AI ASIC business strategy

Qualcomm advances from edge to cloud AI ASIC, challenging the existing cloud computing power supply chain landscape.

Monday 5 January 2026

Weekly news roundup: TSMC widens 2 nm edge as South Korea boosts chip spending; Huawei eyes memory bottlenecks

These are the most-read DIGITIMES Asia stories in the week of Dec 29 - Jan 4.

Monday 5 January 2026

Taiwan fortifies silicon shield with 2026 push to set global chip agenda

As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again...

Monday 5 January 2026

TSMC's CoWoS outsourcing to ASE and Amkor challenges Samsung

As its most advanced packaging lines are operating at full capacity, TSMC has transferred part of its advanced packaging orders to outsourced semiconductor assembly and test (OSAT)...

Monday 5 January 2026

Trump orders divestment of EMCORE chip assets, tightening US scrutiny of foreign semiconductor deals

US President Donald Trump has ordered the divestment of certain semiconductor assets of EMCORE Corporation following a national security review that identified risks linked to foreign...

Monday 5 January 2026

India roundup: OSAT players claim legacy packaging price parity

Indian OSAT players aim for price competitiveness on par with Malaysian rivals, as L&T Semiconductor...

Monday 5 January 2026

Taiwan IC design industry faces intensifying G2 pressures in 2026

Taiwan's integrated circuit (IC) design sector faces intensified challenges as 2026 begins that may push its global revenue ranking to third place, largely due to competitive pressures...

Saturday 3 January 2026

Analysis: Chip boom squeezes device makers as surging component costs threaten margins

The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...

Friday 2 January 2026

IC substrates and networking PCBs grow; materials and equipment face shortages

The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...

Friday 2 January 2026

South Korea's semiconductor bill risks weakening competitiveness as rivals roll out cash subsidies

South Korea's ruling and opposition parties have reached a preliminary consensus on the Semiconductor Special Act, though its passage may be delayed until 2026, and the law faces criticism...

Friday 2 January 2026

Budget delays risk sidelining Taiwan in 2026 silicon photonics and CPO takeoff, NSTC warns

Taiwan's National Science and Technology Council (NSTC) has raised concerns that prolonged delays in budget approvals could cause Taiwan to miss the critical 2026 global takeoff for...

Friday 2 January 2026

CES 2026 set to highlight AI innovations with major tech companies unveiling new products

The Consumer Technology Association (CTA) has announced that artificial intelligence (AI) will be the central theme of CES 2026, under the banner "AI Forward." The event will emphasize...

Friday 2 January 2026

China sees 2025 chip IPO surge as domestic AI and tech ambitions accelerate

Chinese semiconductor companies are returning to the initial public offering (IPO, including additional and rights offering) market in force, raising funds that are critical for the...

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