Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 14 September 2026

STMicro lead times top 1 year, boosting Taiwan chip makers

AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026

Foldable smartphone panel shipments to grow 23% in 2026

Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected...

Monday 14 September 2026

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

Monday 14 September 2026

India semiconductor deals hit a multi-year high ahead of SEMICON India 2026

India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures...

Monday 14 September 2026

A Taiwan PCB maker's China affiliate is worth three times its parent — and the parent just bought more of it

UK-based investment firm Palliser Capital announced on September 9 that following several months of constructive dialogue with the management...

Monday 14 September 2026

India's chip show nearly doubles in two years, with suppliers leading the build-out

The exhibitor list for Semicon India 2026 suggests the country's semiconductor push has moved past announcements and into procurement. The show has drawn 535 exhibiting companies,...

Sunday 13 September 2026

Artery secures spot in Arm ecosystem, pushing high-end MCUs into robotics, physical AI

As Arm targets expansion in physical AI, microcontroller (MCU) maker Artery Technology has emerged as a key ecosystem partner. Focusing...

Sunday 13 September 2026

HannStar to halve panel output as layoffs and a management exit fuel closure talk

HannStar Display is preparing to cut output at its only fab roughly in half, alongside a workforce reduction that industry sources put at as much as 70% — being carried out through...

Friday 11 September 2026

Enflame enters public markets with Nvidia alternatives in its sights

Chinese AI chipmaker Enflame Technology made a striking debut on Shanghai's STAR Market on Friday, with its shares opening 188% above...

Friday 11 September 2026

AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging

Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and...

Friday 11 September 2026

CPO startup Ayar Labs raises 2026 funding to US$650 million, adds Wiwynn as investor

Ayar Labs, a co-packaged optics (CPO) startup, has raised an additional US$150 million, bringing the primary capital it has raised so...

Friday 11 September 2026

CIOE 2026: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

Friday 11 September 2026

Samsung's Exynos gains ground as Galaxy S26 lifts share to 9%

Samsung Electronics is regaining ground in the global smartphone processor market, with its Exynos share rising to 9% in the second...

Friday 11 September 2026

Taiwan govt boosts EDA R&D to target global gaps

Taiwan's National Science and Technology Council (NSTC) briefed Premier Jung-tai Cho on September 10, 2026, at an Executive Yuan meeting on the Chip-Driven, Taiwan-wide semiconductor...

Friday 11 September 2026

Altera eyes $2B IPO, from Intel carve-out to public debut

Chipmaker Altera is laying the groundwork for an initial public offering (IPO) that could raise over US$2 billion as early as late 2026. According to sources familiar with the matter...

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