Global supply chain: Key components

Key components news coverage

IN THE NEWS

Saturday 17 January 2026

In Jodi Shelton’s new podcast, Jensen Huang says Nvidia was forged by suffering

In the inaugural episode of a new leadership podcast, Jensen Huang offers a strikingly unvarnished account of how Nvidia became one of...

Friday 16 January 2026

Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P...

Friday 16 January 2026

Taiwanese power semiconductor firms report mixed 2025 results amid supply chain shifts

Taiwanese power semiconductor companies, including Taiwan Semiconductor Company (TSC), Panjit International, and Eris Tech, have recently disclosed their 2025 revenue results, anticipating...

Friday 16 January 2026

MediaTek scales flagship performance with Dimensity 9500s and 8500

MediaTek has launched the Dimensity 9500s and Dimensity 8500 mobile processors, both carrying over key technologies from the company's flagship Dimensity platform. The new chips deliver...

Friday 16 January 2026

US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks

The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key...

Friday 16 January 2026

Vietnam to set up national semiconductor chip prototyping center

Vietnam's Ministry of Science and Technology has decided to establish a national center for semiconductor chip prototyping, a move aimed at developing high-quality human resources...

Friday 16 January 2026

Huawei matches Nvidia in China's AI chip market, 2026 power shift in play

Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...

Friday 16 January 2026

Commentary: 90-day negotiation is key in US chip tariffs

The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been...

Friday 16 January 2026

Micro LED, robotics, photonics lift LED industry from price wars

The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...

Thursday 15 January 2026

NIAR chair urges ITRI to take charge of applying research

National Institutes of Applied Research (NIAR) chairman Cheng-wen Wu has called on the Electronic and Optoelectronic System Research Laboratories (EOSL) of the Industrial Technology...

Thursday 15 January 2026

China takes cautious stance on US H200 chip export, prioritizes local chipmakers

The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with...

Thursday 15 January 2026

CES 2026 insights: Taiwan IC designers push beyond consumer markets

The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...

Thursday 15 January 2026

Smartphone panel prices hit by memory price surge

Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...

Thursday 15 January 2026

Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips

Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei's Ascend chip platform, marking a...

Thursday 15 January 2026

Maxscend's first annual loss exposes fab-lite strain and legal risks

Maxscend Microelectronics is heading for its first annual loss since going public, marking a sharp reversal for one of China's leading RF chipmakers as it struggles with a costly business...

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