Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 31 August 2026

Nvidia demand nearly doubles as supply meets only 70%

Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...

Monday 31 August 2026

Marvell sees 2027 acceleration in scale-up optics

Marvell said on its fiscal second-quarter of 2027 earnings call that customers are actively planning to deploy scale-up optical solutions as early as 2027, with demand for near-package...

Monday 31 August 2026

Unimicron search puts spotlight on cross-border manufacturing for Taiwan's electronics sector

Unimicron, a major Taiwanese IC substrate maker, came under intense supply chain scrutiny last week after reports that prosecutors and investigators searched the company over a suspected...

Monday 31 August 2026

Agentrys, agentic chip design startup backed by MediaTek, raises US$24.5M in funding

Chip design company Agentrys announced last week that it raised US$24.5 million in funding from backers including MediaTek. It is one among an emerging crop of startups using agentic...

Monday 31 August 2026

Unimicron stock prices fall 10% daily limit, says origin probe covers PCBs, not substrates

Unimicron Technology shares plunged to Taiwan's 10% daily downside limit on August 31, the first trading session after prosecutors disclosed...

Monday 31 August 2026

MetaX posts first-half profit while China's AI GPU rivals split

MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...

Monday 31 August 2026

China optical display investment shrinks 80% in 1H26

China's optical display industry is cooling after years of aggressive panel fab construction that has reshaped the global display landscape. Investments in China's optical display...

Saturday 29 August 2026

Qualcomm's HBC play pulls Samsung and SK hynix into a new race beyond HBM

The AI infrastructure race has spent the past few years fixated on high-bandwidth memory as one of the most indispensable building blocks of accelerated compute. Yet as model sizes,...

Saturday 29 August 2026

Exclusive Interview: Turning scale into value — AUO chair's post-LCD ambition

Price wars. Capacity races. Years of losses steep enough to earn a lasting nickname.

Friday 28 August 2026

ASIC makers see CSP orders stay strong through 2028

The four major US cloud service providers (CSPs) have already rewritten their 2026 capital expenditure records, and ASIC vendors are increasingly confident that demand will remain...

Friday 28 August 2026

Apple's M6 marks a transitional step before wider 2nm adoption

Apple on August 25 unveiled the M6 and M5 Ultra chips without holding a launch event, with the M6 becoming the company's first processor built on TSMC's 2nm process and debuting in...

Friday 28 August 2026

Anthropic sets sights on custom hardware to fuel AI ambitions, reportedly eyed $7B MatX deal

In an effort to accelerate its custom silicon initiative and curb reliance on external hardware suppliers, artificial intelligence developer Anthropic held discussions to acquire AI...

Friday 28 August 2026

AI packaging race heats up: Taiwan OSATs plan US$14.6 billion capex

The AI investment cycle is spreading from leading-edge wafer fabrication into semiconductor packaging and testing, with Taiwan's largest...

Friday 28 August 2026

Huawei's Ascend 910C sold out in China, but Nvidia's H200 supply gap persists

Huawei's Ascend 910C is already sold out in China, but domestic chips still cannot fully replace Nvidia's H200s. The shortage matters beyond China because AI compute constraints, pricing,...

Friday 28 August 2026

Nvidia forms PAC to expand Washington lobbying

According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules...

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