Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 22 April 2026

Powerchip returns to profitability in 1Q26 following fab sale to Micron

Powerchip Semiconductor Manufacturing (PSMC) reported revenue of NT$13.57 billion (approx. US$432 million) in the first quarter of 2026, up 6% from the previous quarter and 22% year...

Wednesday 22 April 2026

The survivor's listing: How XDXCT escaped insolvency to target China's STAR market

China's domestic GPU push has gained a new contender in the capital markets race. Xiangdi Xian Computing Technology (Chongqing) Co., also known as XDXCT, has formally launched pre-IPO...

Tuesday 21 April 2026

Enflame tests IPO path with fast growth, Tencent reliance, and rising losses

Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable...

Tuesday 21 April 2026

ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...

Tuesday 21 April 2026

Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

Tuesday 21 April 2026

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...

Tuesday 21 April 2026

Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026

Apple puts its chip architect in charge of all hardware as CEO transition looms

On April 20, 2026, Apple announced that Johny Srouji — the executive behind its custom silicon revolution — has been elevated to the newly created role of Chief Hardware...

Monday 20 April 2026

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...

Monday 20 April 2026

Analysis: How TSMC avoids memory's boom-and-bust cycle

Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...

Monday 20 April 2026

AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB

AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...

Monday 20 April 2026

Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

Global wafer foundry revenue in 2026 is estimated to grow 23.5% year-over-year, expected to reach US$250 billion.

Monday 20 April 2026

South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints

South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening...

Monday 20 April 2026

Potential Google-Marvell partnership escalates AI chip competition against Nvidia

Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive...

Monday 20 April 2026

Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028

Spanish optical inspection startup Wooptix officially unveiled its first inspection system, Phemet, in November 2025. The company stated that its first-generation prototype has already...

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