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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 10 September 2026
Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers
Apple's first foldable iPhone is putting Chinese precision-component makers under closer scrutiny as its complex hinge creates new opportunities in structural parts, metal injection...
Thursday 10 September 2026
Qualcomm's AWS deal raises stakes for MediaTek and Alchip
Qualcomm this week announced a multi-generation collaboration with Amazon to develop custom silicon for AI inference and high-performance optical connectivity for Amazon Web Services...
Thursday 10 September 2026
Europe and US IDM grid-to-core push challenges Taiwan power modules
Data-center power systems are entering a new phase as operators move toward 800V HVDC and denser DC-DC architectures, raising demand for high-voltage, low-loss, and high-frequency...
Thursday 10 September 2026
STMicro sees AI sales accelerating as factory transfers hold key to margin recovery
STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer...
Thursday 10 September 2026
Analog Devices agrees to buy Alif Semiconductor to expand edge AI push
Analog Devices has agreed to acquire Alif Semiconductor in a US$1.35 billion all-cash deal, a move that could broaden access to faster, more energy-efficient edge AI systems for industrial,...
Thursday 10 September 2026
Himax launches eDP TDDI for smart cockpit displays
Himax Technologies this week announced an industry-leading automotive touch and display driver integration chip (TDDI) that supports a high-speed eDP interface, combining eDP, touch...
Thursday 10 September 2026
Arm launches second-generation CSS, targets China's AI smartphone market with C2 CPU
Arm unveiled its second-generation mobile Compute Subsystem (CSS), Arm CSS for Mobile 2, at its annual Arm Everywhere China event in Shanghai on September 8, further integrating AI...
Thursday 10 September 2026
Taiwan IC design firms seek government subsidies for advanced chip development
Taiwan's Ministry of Economic Affairs (MOEA) and National Science and Technology Council (NSTC) will hold a joint ministerial meeting in September to discuss subsidy applications submitted...
Thursday 10 September 2026
Apple's first foldable lands at US$1,999, and constraint is the panel
Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899...
Wednesday 9 September 2026
OpenAI's deeper Samsung tie-up lands on a foundry that is running out of capacity
For Samsung Electronics' two loss-making logic businesses, OpenAI's declaration that it is jointly producing and researching next-generation chips with the Korean company matters less...
Wednesday 9 September 2026
Cambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem
Chinese AI chip developer Cambricon said on September 8 that it has formally joined the PyTorch Foundation as a platinum member, the organisation's highest membership tier, securing...
Wednesday 9 September 2026
China expands OLED capacity, challenging South Korea in IT and automotive display markets
South Korea's long-standing dominance in the global display market is facing an aggressive challenge as major Chinese panel makers—including BOE, China Star Optoelectronics Technology...
Wednesday 9 September 2026
LG Display wins Sharp OLED TV supply deal for 2026 turnaround
LG Display has reportedly become Sharp's sole OLED TV panel supplier in 2026, a shift that could help lift the South Korean maker's large-size OLED business into profit for the first...
Wednesday 9 September 2026
Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race
In September 2020, Huawei's smartphone business suffered a severe blow.
Wednesday 9 September 2026
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of HyperAccel's data center inference accelerator using Samsung Foundry's 4nm process, marking the Korean custom-silicon company's first large-scale...