Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 12 August 2026

Nvidia, Broadcom diverge on how to scale AI networks beyond the rack

Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...

Wednesday 12 August 2026

Synnex sees strong growth in value-added commercial IT, semiconductors

AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...

Wednesday 12 August 2026

Panel makers turn to AI packaging as old fabs gain value

Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...

Wednesday 12 August 2026

Taiwan's 20-qubit superconducting quantum computer wins 2026 Future Tech Award

Taiwan's National Science and Technology Council (NSTC) announced the winners of its annual Future Tech Award on August 10, with the...

Wednesday 12 August 2026

Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices

Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media...

Wednesday 12 August 2026

Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026...

Wednesday 12 August 2026

California satellite makers expand as office vacancies become factory space

California's satellite manufacturing sector kept growing despite high costs and strict regulation, as startups and established operators expanded across San Jose, Sunnyvale, and Los...

Wednesday 12 August 2026

Etron reports record July revenue as memory prices surge

Etron Technology said July 2026 consolidated revenue jumped to NT$2.125 billion, a fourth straight monthly record, as rising memory prices lifted sales. The Taiwan-based memory IC...

Tuesday 11 August 2026

Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute

Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...

Tuesday 11 August 2026

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026

GMT says PMIC demand outstrips supply, prioritizes wafer grabs

Taiwanese power management IC (PMIC) maker Global Mixed-mode Technology (GMT) said at a recent investor conference that its revenue...

Tuesday 11 August 2026

Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several...

Tuesday 11 August 2026

Taiwan and China see more students choose STEM as tech demand rises

For students and employers worldwide, the shift toward science and engineering degrees in Taiwan and China underscores how artificial intelligence, advanced manufacturing, and semiconductor...

Tuesday 11 August 2026

Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could...

Tuesday 11 August 2026

Trusval posts record profit on semiconductor fab and memory project demand

Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity...

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