Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 15 April 2026

ASML posts solid 1Q26 as AI-driven demand lifts outlook

ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...

Wednesday 15 April 2026

RISC-V gains ground in AI data centers with Nvidia backing SiFive

AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

Wednesday 15 April 2026

Taiwan's AI chip dominance draws the global spotlight and scrutiny

Taiwan has emerged as the world's most consequential node in the AI supply chain — and the world is taking notice. Backed by TSMC's NT$53 trillion (US$1.67 trillion) market capitalization...

Wednesday 15 April 2026

Broadcom and Meta deepen AI infrastructure alliance with multi-gigawatt ambitions

Broadcom and Meta have unveiled a sweeping multi-year, multi-generation partnership aimed at scaling Meta's AI infrastructure, signaling...

Wednesday 15 April 2026

Samsung QD-OLED tops 5 million units; LG turns to rival supply

Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026.

Wednesday 15 April 2026

Nvidia unveils 'Ising' AI models to accelerate quantum computing development

Nvidia has introduced a new open family of AI models called Ising, designed to address two of the most persistent engineering bottlenecks in quantum computing: processor calibration...

Wednesday 15 April 2026

Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...

Wednesday 15 April 2026

Nvidia's RISC-V push shapes cloud AI's three-way architecture race

Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...

Wednesday 15 April 2026

Europe's sovereign AI ambitions open doors for Korean NPU startup

South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI...

Tuesday 14 April 2026

China's 2nm AI GPU hits prototype, production unclear

Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...

Tuesday 14 April 2026

Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious

Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...

Tuesday 14 April 2026

Apple increased foldable display inventory by 20% ahead of iPhone Fold launch

Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold,...

Tuesday 14 April 2026

Samsung Foundry advances space semiconductor chip and technology development

As global companies unveil plans for space AI data centers, South Korean firms are prioritizing space-related technology as a new growth driver. Samsung Electronics' foundry division...

Tuesday 14 April 2026

Google and Intel expand CPU partnership, boosting ASIC and startup opportunities

Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...

Monday 13 April 2026

MediaTek revenue hits record on AI chip demand, TPU orders key

Taiwan-based chip designer MediaTek reported record monthly revenue in March 2026, highlighting how new growth drivers are helping cushion a weakening smartphone market.

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