Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 24 April 2026

Texas Instruments eyes further price hikes amid strong data center, industrial chip demand

Texas Instruments (TI) reported robust results for the first quarter of 2026 on April 23, driven by surging AI data center demand and a notable rebound in industrial control applications...

Friday 24 April 2026

AI PCB supply crunch squeezes margins on rising materials and energy costs

A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from...

Friday 24 April 2026

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand...

Friday 24 April 2026

MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth

Microcontroller supplier Artery Technology (Arterytek or Arterychip) delivered a strong start to 2026, posting first-quarter consolidated...

Friday 24 April 2026

Texas Instruments says edge AI opportunities extend beyond robots

In an April 23 interview, Amichai Ron of Texas Instruments (TI) warned that edge AI will reshape devices worldwide, extending far beyond robotics and driving greater semiconductor...

Friday 24 April 2026

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

Friday 24 April 2026

Intel keeps capex steady as it shifts spending toward capacity expansion

Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts...

Friday 24 April 2026

CPUs regain central role in AI as Intel highlights growing importance alongside rising ASIC demand

Intel executives are placing renewed emphasis on the central role of CPUs in artificial intelligence (AI), arguing that shifting workloads are elevating their importance even as specialized...

Friday 24 April 2026

Intel bets on CPUs as backbone of AI growth

Intel executives are expressing growing confidence in the company's long-term outlook, arguing that a fundamental shift in artificial intelligence toward real-world deployment aligns...

Friday 24 April 2026

Intel flags price increases and supply shortages as CPU demand strengthens

Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its...

Friday 24 April 2026

Intel's AI-driven CPU rebound signals early-stage revival

Intel's first-quarter 2026 results point to a company in the midst of a credible revival, as improving execution and rising demand for AI-related computing begin to reshape its tra...

Friday 24 April 2026

Intel says 18A yield improves as 14A advances to early customer engagement stage

Intel reported steady progress on its most advanced manufacturing technologies, saying its 18A process node is seeing meaningful yield improvements, while the next-generation 14A node...

Friday 24 April 2026

PC chipmakers warn CPU shortages cloud 2026 shipment outlook

CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...

Friday 24 April 2026

Interview: Taiwan-Korea cooperation not limited to memory giants; Hwaseong City aims to expand alliances

When it comes to Taiwan-Korea semiconductor cooperation, the outside world often focuses on orders and R&D between memory giants such as Samsung Electronics, SK Hynix, and TSMC...

Friday 24 April 2026

China chipmaker scales beyond security ICs into AI, automotive

Unigroup Guoxin Microelectronics reported steady growth in 2025, reinforcing its position across specialty ICs and security chips while...

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