Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 1 June 2026

MediaTek touts One MediaTek strategy, upbeat on ASIC ASPs

MediaTek held a media event ahead of Computex, with several top executives taking part as the company highlighted progress in AI data centers and its broader "One MediaTek" strategy...

Monday 1 June 2026

Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...

Monday 1 June 2026

Analysis: Huawei's Tau Law masks a bigger target — TSMC's node gap and Nvidia's compute moat

Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei...

Monday 1 June 2026

MediaTek eyes AI glasses, PCs, and home servers as computing shifts beyond the cloud

MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could...

Monday 1 June 2026

Skymizer launches HTX301 decode-first accelerator to bring large-model inference on-premises

Skymizer said it unveiled HTX301, a decode-first accelerator chip for on-premises AI inference, at COMPUTEX 2026, to shift large-model serving away from cloud GPU racks and onto single...

Monday 1 June 2026

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

LITEON Technology will participate in COMPUTEX 2026, showcasing its AI infrastructure from cloud to edge and 5G. By connecting AI-RAN, intelligent surveillance, and smart...

Monday 1 June 2026

AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028

Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...

Monday 1 June 2026

India roundup: EMS providers face margin pressure as Anthropic steps up local hiring

India's technology ecosystem is seeing parallel expansion across AI software adoption, electronics...

Sunday 31 May 2026

Aspeed and Lattice announce partnership on programmable server management chip

Aspeed Technology and Lattice Semiconductor have formed a strategic partnership that could reshape how servers are managed in data centers worldwide. The collaboration aims to combine...

Sunday 31 May 2026

AUO sees automotive orders setting up revenue gains from 2026

AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits...

Saturday 30 May 2026

Innolux turns to packaging, smart cockpits in higher-margin push

Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin...

Saturday 30 May 2026

Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing

SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty,...

Friday 29 May 2026

Airoha deepens focus on networking and wireless edge AI

Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary...

Friday 29 May 2026

Arm deepens ties with Taiwan chip designer QBit around edge AI and cybersecurity

Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge...

Friday 29 May 2026

MediaTek weighs price hikes, reaffirms TSMC partnership

MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below...

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