Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 4 June 2026

Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business

At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...

Thursday 4 June 2026

Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative

Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...

Thursday 4 June 2026

Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations

Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...

Thursday 4 June 2026

Chip test equipment makers hit by FPGA, CPU supply crunch

Semiconductor test equipment makers are facing severe shortages of key components, with lead times for FPGAs, CPUs, GPUs, and driver ICs...

Thursday 4 June 2026

RISC-V will be 'default ISA of choice' for all new chip designs, architecture's CEO predicts

Andrea Gallo, CEO of RISC-V International, used his appearance at the MIPS Forum during Computex 2026 to declare that RISC-V has completed its transition from academic project to industrial...

Thursday 4 June 2026

Interview: Andhra Pradesh moves to become India's semiconductor packaging hub

Andhra Pradesh is making its most concrete move yet in semiconductors, zeroing in on packaging as the immediate entry point into the chip supply chain. Speaking on the sidelines of...

Thursday 4 June 2026

Huawei's Tau Law exposes China's EDA gap; Empyrean advances memory chip design tools

Huawei's recently proposed Tau Law has drawn attention across the semiconductor industry, with the company arguing that chip performance can be improved by reducing the internal signal...

Wednesday 3 June 2026

Physical AI must act before it thinks, NXP CEO argues at Computex

As robots and autonomous systems move from factory floors into hospitals, warehouses, and public spaces, NXP Semiconductors CEO Rafael Sotomayor used his Computex 2026 keynote to argue...

Wednesday 3 June 2026

xMEMS sees 2027 debut for cooling chips as AI glasses, SSDs face heat limits

xMEMS Labs is preparing to move its MEMS-based µCooling technology toward commercial production in 2027, with AI glasses and data-center...

Wednesday 3 June 2026

MediaTek denies rumored EMIB adoption timeline

MediaTek denied a foreign report about a timeline for adopting Intel Corp.'s embedded multi-die interconnect bridge packaging at a recent investor event and said its supply-chain strategy...

Wednesday 3 June 2026

Microsoft's Majorana 2 quantum chip draws both industry interest and expert skepticism

Microsoft unveiled Majorana 2 on June 2, 2026, its latest quantum chip and the follow-up to Majorana 1, announced on February 19, 2025. The new chip continues Microsoft's bet on a...

Wednesday 3 June 2026

Acer chair says AI agents could reignite PC demand

Acer and Taipei Computer Association (TCA) Chairman Jason Chen said Nvidia's AI PCs, designed specifically for agentic AI functions, point to a new usage model in the AI era and could...

Wednesday 3 June 2026

Pegatron unveils Vera Rubin AI infrastructure and AI Factory validation at Computex 2026

Pegatron announced a new generation of AI infrastructure products and an AI Factory validation framework at Computex 2026, showcasing the Nvidia Vera Rubin platform, HGX Rubin NVL8,...

Tuesday 2 June 2026

Display to semiconductor: Panel makers weaponize large glass substrates for FOPLP

Panel makers' FOPLP strategies vary, with Innolux being the most active. AUO utilizes RDL technology to develop emerging applications such as satellite antennas.

Tuesday 2 June 2026

Agentic computing could reshape data centers, PCs, robots, and vehicles, says Nvidia CEO

Nvidia CEO Jensen Huang said the computing industry is entering an era of "agentic computing," in which data centers, personal computers, autonomous vehicles, humanoid robots, and...

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