CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 9 June 2026
Commentary: How Nvidia turned Computex into its own annual coronation
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...
Tuesday 9 June 2026
TSMC capacity crunch pushes Google, Nvidia closer to Intel
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup...
Tuesday 9 June 2026
Onsemi launches Elite Pairing Studio to simplify power design
Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error...
Tuesday 9 June 2026
Nvidia and Hyundai deepen AI partnership in robotics and mobility
Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate...
Tuesday 9 June 2026
Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing...
Tuesday 9 June 2026
Topco monthly sales hit third-highest level on chip materials demand
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in...
Tuesday 9 June 2026
AMD commits up to GBP2 billion to speed AI research in the UK
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to...
Tuesday 9 June 2026
Taiwan suppliers target physical AI platforms as robotics race moves beyond hardware
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed...
Tuesday 9 June 2026
Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea
After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for...
Tuesday 9 June 2026
ELAN Microelectronics expands into AI PCs, drones, and optical chips
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains...
Tuesday 9 June 2026
HiSilicon chip price hikes put China's AI compute supply chain back in focus
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after...
Tuesday 9 June 2026
Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst
Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same...
Monday 8 June 2026
LCD monitor panel prices edge up as supply tightens and brand costs rise
Global readers are likely to feel the effects of a cooling display market, as tighter panel supply, higher component costs, and softer demand reshape pricing. LCD monitor panel makers...
Monday 8 June 2026
Nvidia push into AI PCs comes as smartphone market faces steep downturn
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services...
Monday 8 June 2026
LCD TV panel prices flatten as demand cools after early stockpiling
LCD TV panel prices have stopped rising as China's 618 Shopping Festival stockpiling and sports-event demand fade, leaving global TV supply chains in a more balanced position. For...