Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 13 October 2026

Taiwan panel makers enter semiconductor fight as structural challenges persist

Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...

Tuesday 13 October 2026

China's Blue Core Computing secures nearly US$300 million to challenge x86, Arm in AI servers

Shenzhen-based Blue Core Computing (Shenzhen) Technology has raised nearly CNY2 billion (≈ US$298.7 million) in Series B financing to accelerate production of its RISC-V server...

Tuesday 13 October 2026

Malaysian states team up to back homegrown chip firms

The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a...

Tuesday 13 October 2026

AI server tracker: Taiwan's CCL, PCB and IC substrate suppliers see widening growth gap despite AI boom

Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending...

Tuesday 13 October 2026

SmartSens targets automotive CIS, robot vision growth with US$478M funding

Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI...

Tuesday 13 October 2026

Nvidia reportedly may halt RTX 5090 production to favor RTX PRO cards, leakers claim

Nvidia may be preparing to stop making its flagship GeForce RTX 5090 graphics card and reserve the GB202 chip inside it for professional RTX PRO products, according to unconfirmed...

Tuesday 13 October 2026

AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers

The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...

Tuesday 13 October 2026

AUO enters next chapter as David Chang takes president role to reshape group operating model

Amid ongoing shifts in panel market cycles and end-market demand, AUO continues to press forward with its strategic corporate transformation. Marking its 30th anniversary in 2026,...

Tuesday 13 October 2026

Interview: Microsoft's Maia GM on Maia 300, Taiwan and HBM supply

Microsoft's in-house Azure Maia chips will become the main platform for its own AI services, including Microsoft 365 Copilot, GitHub Copilot and Microsoft Foundry. However, the company...

Monday 12 October 2026

Microsoft to scale Maia AI chips to multi-gigawatt deployments, unveils TSMC N2P-based Maia 300

Microsoft will scale its in-house Azure Maia AI accelerators to multi-gigawatt deployments starting in 2027, making Maia the primary AI inference system for its products and services...

Monday 12 October 2026

Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production

China's Biren Technology has successfully powered on its next-generation BR20X GPU, advancing to post-tapeout validation while preparing for customer...

Monday 12 October 2026

ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang

Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...

Monday 12 October 2026

Nvidia, Reflection AI, the strategic pivot to open-weight ecosystems

The Financial Times recently reported that Nvidia is in early-stage talks to acquire or significantly deepen its investment in the US$25 billion open-weight AI startup Reflection...

Monday 12 October 2026

LG Display unveils maskless OLED technology, targeting more efficient IT displays

LG Display has unveiled a new organic light-emitting diode (OLED) manufacturing technology designed to improve production efficiency and display performance, and reduce manufacturing...

Monday 12 October 2026

MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity

As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...

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