Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 5 June 2026

NXP chief says factories will lead robot adoption globally

Industrial factories are likely to become the first major market for robots at scale, according to NXP chief executive Rafael Sotomayor, who said manufacturers want stable systems,...

Friday 5 June 2026

Sambanova challenges GPU dominance in AI inference at Computex

SambaNova used a Computex 2026 session on June 4 to make its most public case yet that the GPU-only approach to AI inference is hitting a fundamental wall — and to demonstrate,...

Friday 5 June 2026

Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

Memory makers' revenues are estimated to hit another record high in the second quarter of 2026; The US, Japan, and South Korea launch new product competitions, while Taiwanese players...

Friday 5 June 2026

Huawei's Tau Law stirs debate over China's post-Moore's Law chip path

Huawei has formally introduced its "Tau Law," proposing a shift from traditional process-node scaling to "time scaling," a model aimed...

Friday 5 June 2026

Infineon India moves up the value chain as AI data centers boost power-chip demand

Infineon Technologies' India operations are moving beyond traditional engineering support into global ownership roles, as rising demand from AI data centers reshapes the power semiconductor...

Friday 5 June 2026

AI demand strains PCB supply chains, lead times stretch past 20 weeks

Explosive demand for artificial intelligence is widening supply chain bottlenecks for global electronics makers, with shortages now reaching from advanced chips and packaging into...

Friday 5 June 2026

US targets China's PCB grip as AI and defense supply risks mount

As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed...

Friday 5 June 2026

Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation...

Friday 5 June 2026

Infineon sees early quantum computing gains as finance leads adoption

Infineon Technologies said its long-running work in quantum computing is beginning to pay off, with early demand strongest in finance, chemistry, and life sciences. For global readers,...

Friday 5 June 2026

GIS Holding pledges 100% green power across global sites by 2040

Touchscreen panel maker GIS Holding announced on World Environment Day, June 5, that it will join the RE100 initiative and aim to source 100% green power across its global operations...

Friday 5 June 2026

India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher

India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on...

Friday 5 June 2026

South Korea finalizes US$520 million on-device AI chip budget amid industry doubts

South Korea has finalized the budget for a state-backed on-device AI chip development project at KRW800.23 billion (US$520 million), about KRW200 billion below an earlier proposal,...

Friday 5 June 2026

Foxconn deepens AI push with Intel on inference racks

Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal...

Friday 5 June 2026

Marvell says SerDes and packaging are key hurdles in switch chip development

Marvell says the next gains in switch chip performance will depend on faster SerDes and better packaging — issues that affect network capacity, signal quality, and cost across...

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...

1/2010 pages