Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 20 November 2025

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...

Thursday 20 November 2025

Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble

Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...

Thursday 20 November 2025

Powering the AI Revolution: How MKS Is Shaping the Future of Electronics Manufacturing in Asia

When you walk the halls of the TPCA Show Taipei 2025, one theme is impossible to miss: AI is no longer the future-it's the engine driving the next great wave of electronics...

Thursday 20 November 2025

LG Display expects profit surge as panel prices rise and new automotive orders arrive

LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average...

Thursday 20 November 2025

Edom says memory price hikes impact demand, but high-value-added products are less affected

IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...

Wednesday 19 November 2025

Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion

Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...

Wednesday 19 November 2025

India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny

India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...

Wednesday 19 November 2025

Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion

Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...

Wednesday 19 November 2025

Power chip startups drive vertical power delivery trend

Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two...

Wednesday 19 November 2025

Taiwan suppliers will determine silicon photonics breakout

Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...

Wednesday 19 November 2025

Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Hygon Information Technology delivered another solid revenue quarter but noted that profit growth slowed due to higher R&D spending...

Wednesday 19 November 2025

Microsoft and Nvidia form multi-billion partnership with Anthropic

Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...

Wednesday 19 November 2025

Pat Gelsinger showcases semiconductor innovations for Taiwan visit; discusses AI and post-Intel adjustments

Pat Gelsinger, after stepping down as Intel's CEO, continues to influence the semiconductor sector through his role as a venture capitalist. On November 18, he led seven portfolio...

Wednesday 19 November 2025

Silergy targets 40-50% growth in automotive revenue by 2026

Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties,...

Wednesday 19 November 2025

Taiwan IC designers: Edge AI boom hinges on shipment volume

The stark contrast between cloud AI and edge AI markets has led chipmakers to respond very differently when assessing AI opportunities. While semiconductor companies in Europe and...

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