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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 14 January 2026
Samsung unveils groundbreaking 140-inch bezel-less microLED TV alongside 130-inch Micro RGB model at CES 2026
At CES 2026, Samsung Electronics publicly showcased its first 130-inch Micro RGB large display, highlighting the limits of LCD panel sizes. However, the event's technical standout...
Wednesday 14 January 2026
China's GPU makers go public, advance to 6nm/7nm nodes
China's domestic GPU sector has entered a new phase of capitalization. Moore Threads and MetaX have listed on the STAR Market, Biren debuted on the Hong Kong Stock Exchange in early...
Tuesday 13 January 2026
WT Microelectronics and WPG post record 2025 revenues driven by AI momentum
Leading IC distributors WT Microelectronics and WPG reported strong revenue growth in 2025, fueled by robust demand from AI and data-center sectors. WT Microelectronics posted a record...
Tuesday 13 January 2026
Topco Scientific posts record 2025 revenue on strong advanced process material demand
Continued capacity expansion for advanced semiconductor manufacturing processes is driving strong demand for key materials such as photoresist and quartz. Topco Scientific (TSC),...
Tuesday 13 January 2026
Nvidia and Eli Lilly launch joint AI lab to advance drug discovery and manufacturing
Nvidia and Eli Lilly and Company have announced the formation of a joint AI co-innovation lab to apply artificial intelligence to drug discovery, development, and manufacturing, as...
Tuesday 13 January 2026
Nvidia denies requiring Chinese customers to prepay for H200 chips
Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming...
Tuesday 13 January 2026
Taiwan's top panel makers will diversify in 2026
Taiwan's two major panel makers posted their highest combined revenue in four years in 2025, with December showing both month-over-month and year-over-year growth. As China now dominates...
Tuesday 13 January 2026
MediaTek nears NT$600B revenue in 2025, eyes automotive and ASIC growth in 2026
MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99%...
Tuesday 13 January 2026
Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...
Tuesday 13 January 2026
Edge AI devices drive 2026 component value surge

CES 2026, themed "AI Forward," signaled a shift by global tech giants from generative AI models and computing power toward physical AI...

Tuesday 13 January 2026
Macroblock advances Micro LED glass substrate applications towards mass production
LED driver IC designer Macroblock stated that Micro LED applications based on PCB substrates have been rolled out one after another, while Micro LED applications using glass substrates...
Monday 12 January 2026
China-style NXP model? Unigroup Guoxin buys WeEn to build a design-to-fab power chip platform

Unigroup Guoxin Microelectronics has launched a stock-and-cash deal to acquire control of WeEn Semiconductors, a China-owned power semiconductor...

Monday 12 January 2026
CES 2026: Chip giants spread out, visual AI dominates the smaller players
At CES 2026, chipmakers remained at the center of attention. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both delivered keynote speeches, while Lenovo hosted a major event at the...
Monday 12 January 2026
Synnex reports strong December revenue growth driven by memory prices and AI demand
Distribution giant Synnex Technology International Corp. posted robust revenue growth in December 2025, benefiting from rising memory prices and increased demand for AI server applications...
Monday 12 January 2026
India targets post-quantum secure chip personalization with Kaynes Semicon-SEALSQ joint venture
India's semiconductor ambitions are beginning to extend beyond fabrication and conventional packaging into secure chip personalization and cryptographic control, as Kaynes Semicon...