Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 13 July 2026

Apple reportedly accelerates AI chip roadmap as next-gen Macs prioritize neural processing

Apple is reshaping its Mac chip roadmap to prioritize AI, accelerating development of future processors as the company seeks to strengthen...

Monday 13 July 2026

MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds

MediaTek reported June 2026 revenue of NT$58.012 billion (US$1.81 billion), up 22.30% month over month and 2.80% year over year, and said second-quarter revenue reached NT$152.183...

Monday 13 July 2026

Sitronix sees zero-capacitance TDDI and automotive DDI drive growth

Sitronix Technology said this week that zero-capacitance touch with display driver integration (TDDI) and automotive display drive IC (DDI) will drive its growth in 2026, as the chipmaker...

Monday 13 July 2026

Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs

GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory...

Monday 13 July 2026

AI infrastructure demand lifts WPG, WT Microelectronics to record Q2 revenue

Monday 13 July 2026

Egis sells part of iCatch stake as ASMedia becomes largest shareholder

Egis Technology on July 9 said it sold part of its stake in iCatch Technology as part of a routine adjustment to its group equity holdings. The IC design company said the move was...

Sunday 12 July 2026

Taiwan PCB leaders launch fundraising wave for AI data centers

Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates...

Saturday 11 July 2026

Record chip profits mask a widening divide inside Samsung

Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand...

Saturday 11 July 2026

TV panel prices fall in July as weak demand expected to hit 3Q26

The global LCD TV panel market moved into a down cycle in July after prices held flat in the second quarter of 2026. With pre-build...

Saturday 11 July 2026

China's display makers raise billions to close the OLED gap — and South Korea is watching

Chinese display panel and materials companies are tapping capital markets to fund next-generation OLED, oxide and Mini LED technologies, drawing close attention from South Korea's...

Saturday 11 July 2026

Mobilint touts NPU for physical AI, with CEO urging South Korea to accelerate development

South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing...

Friday 10 July 2026

Nvidia’s Jensen Huang heads to Japan with RTX Spark as AI PC competition heats up

Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting...

Friday 10 July 2026

Samsung plans new PC chip in push beyond smartphones

Samsung Electronics is developing a new chip for personal computers (PCs) as its System LSI business seeks growth beyond smartphone processors, according to ET News and the...

Friday 10 July 2026

SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC

SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition....

Friday 10 July 2026

Apple's US$30 billion Broadcom deal puts its server-chip plans back in focus

Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing...

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