Global supply chain: Key components

Key components news coverage

IN THE NEWS

Sunday 3 May 2026

Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

Saturday 2 May 2026

Qualcomm says Samsung chip share remains above 70% despite Exynos push

Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...

Saturday 2 May 2026

Onsemi expands collaboration with NIO to support 900V EV platforms

Onsemi's expanded collaboration with NIO to support the automaker's move to 900V electric vehicle platforms could accelerate global EV adoption by improving range, charging speed,...

Thursday 30 April 2026

Google's split TPU chips signal shift from universal to specialized AI accelerators

Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....

Thursday 30 April 2026

MetaX GPU revenue jumps 75%, losses narrow on AI demand

China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...

Thursday 30 April 2026

Memory crunch squeezes smartphone SoC market as Samsung gains share

Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

Thursday 30 April 2026

Intel kills three projects in two months as Kechichian launches multi-year reset

Intel's reorganization under Kevork Kechichian, backed by CEO Lip‑Bu Tan, aims to reposition amid Nvidia's AI dominance and Arm's rise, signaling a shift to CPU-centric orchestration...

Thursday 30 April 2026

South Korea's OLED share rebounds to 68.7% in 2025

South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the...

Thursday 30 April 2026

Cambricon earnings surge on AI compute demand

China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...

Thursday 30 April 2026

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...

Thursday 30 April 2026

Qualcomm to ship custom product with hyperscaler in 4Q26

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...

Thursday 30 April 2026

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....

Thursday 30 April 2026

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...

Thursday 30 April 2026

Qualcomm flags near-term headwinds as data center push gains traction

Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...

Thursday 30 April 2026

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...

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