Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 25 March 2026

With Hua Hong partnership, STMicro builds 'China for China' supply chain

STMicroelectronics said this week that its STM32 microcontrollers, produced in partnership with Hua Hong Semiconductor, have entered volume production in China and are now being shipped...

Wednesday 25 March 2026

Tescan targets Taiwan and South Korea for semiconductor investment

Czech microscopy equipment supplier Tescan is continuing to deepen its presence in the Asia-Pacific market, targeting growing opportunities in semiconductor failure analysis (FA)....

Wednesday 25 March 2026

Taiwan chipmakers chase drone imaging edge with thermal and AI

Non-China supply chains in the drone sector are emerging as a new battleground for global technology vendors, with Taiwan's chipmakers increasingly expanding into the space. Among...

Wednesday 25 March 2026

Arm defends shift into chips as AGI CPU targets agentic AI demand

Arm unveiled its first "Arm AGI CPU" on March 24 at its Arm Everywhere event, marking a major shift in its business model. The chip, conceived three years ago and now ready for mass...

Wednesday 25 March 2026

China-South Korea panel war escalates: USPTO rejects Tianma patent challenge

The US Patent and Trademark Office has rejected an attempt by Tianma Microelectronics to challenge a patent held by LG Display, citing concerns that the Chinese company may be under...

Wednesday 25 March 2026

Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight

At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing...

Wednesday 25 March 2026

Agentic AI shift puts CPUs at the core as Arm rolls out first chip

Arm has officially launched the Arm AGI CPU, a new class of mass-production-ready processor built on its Neoverse platform and designed to power next-generation AI infrastructure....

Wednesday 25 March 2026

Global semiconductor market rebounds in 2025 with AI-led expansion

According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...

Tuesday 24 March 2026

Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26

As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...

Tuesday 24 March 2026

Samsung reportedly developing next-gen tri-fold and slider phones for 2027 launch

Samsung Electronics is reportedly advancing development of its next-generation tri-fold smartphone following the Galaxy Z TriFold, which ceased production just three months after launch...

Tuesday 24 March 2026

China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance

Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...

Tuesday 24 March 2026

Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Alibaba's DAMO Academy has introduced two new RISC-V processors—the flagship XuanTie C950 and the energy-efficient C925—marking...

Tuesday 24 March 2026

Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains

The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...

Tuesday 24 March 2026

Apple supply chain shift and LG price cuts reshape OLED market

Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing...

Tuesday 24 March 2026

Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors...

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