Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 27 July 2026

South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs

South Korea and AMD have agreed to build and demonstrate heterogeneous AI computing infrastructure integrating AMD CPUs and GPUs with homegrown neural processing units, as Seoul seeks...

Monday 27 July 2026

Samsung converts AMD and OpenAI ties into HBM4 supply wins

Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships...

Monday 27 July 2026

Rebellions readies Rebel100 shipments as AI inference demand grows

South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...

Monday 27 July 2026

India's NIELIT and SCL expand access to indigenous semiconductor design kit through eChipHub

India's National Institute of Electronics and Information Technology (NIELIT) and the Semiconductor Laboratory (SCL) have collaborated to make SCL's indigenous 1.2-micrometer Process...

Monday 27 July 2026

Qualcomm tells customers chip prices will rise by double digits from September

Qualcomm plans to raise chip prices by a double-digit percentage from September 1, passing higher supplier costs into a smartphone market...

Monday 27 July 2026

IndieSemiC, Semtech partner on RISC-V IoT platform as India expands semiconductor design ecosystem

Gujarat-based fabless semiconductor startup IndieSemiC has partnered with US-based semiconductor supplier Semtech Corporation to develop a new RISC-V-based system-in-package (SiP)...

Monday 27 July 2026

Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion...

Monday 27 July 2026

IDMs target AI margins, boosting Taiwan power suppliers

International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...

Monday 27 July 2026

AMD widens robotics push with Taiwan IPC partners as it targets Nvidia lead

AMD is deepening its robot and physical AI ambitions, and the move could matter far beyond Taiwan's industrial PC sector. By building a broader partner network in edge AI and robotics,...

Monday 27 July 2026

ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Monday 27 July 2026

Samsung, LG Display chiefs talk 2H26 memory headwinds and OLED push

Samsung Display's (SDC) and LG Display's (LGD) presidents told media at the K-Display 2026 show that memory-related cost pressure will persist into the second half of 2026, even as...

Saturday 25 July 2026

Samsung, SK, Hyundai join Jensen Huang and Korea's President Lee at San Francisco AI Summit

South Korean President Lee Jae-myung and a delegation of the country's most powerful business leaders convened with NVIDIA founder and CEO Jensen Huang in Silicon Valley this week,...

Saturday 25 July 2026

Hisense expands AI strategy into energy, chips, and automotive electronics

Hisense outlined a broader AI strategy at its global partner conference in New York, saying it will expand beyond home appliances into semiconductors, smart energy, laser displays,...

Saturday 25 July 2026

South Korea unveils AI cooperation agenda as Nvidia partnerships expand

South Korean President Lee Jae Myung launched an AI-focused visit to Silicon Valley by announcing a "San Francisco AI Declaration" aimed at promoting international cooperation in artificial...

Saturday 25 July 2026

South Korean leaders meet Nvidia as AI partnerships expand

South Korean President Jae Myung Lee, senior government officials, business executives, and researchers gathered in San Francisco this week for an AI summit with Nvidia and industry...

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