Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 17 July 2026

Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing...

Friday 17 July 2026

AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June...

Friday 17 July 2026

Montage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors' search

China-based Montage Technology said its first-half results are expected to rise sharply, underscoring continued demand for AI-linked memory and interconnect chips that matter to data...

Friday 17 July 2026

Moore Threads forecasts sharp first-half revenue growth on AI demand

Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated...

Friday 17 July 2026

TSMC boosts US manufacturing as Taiwan chip designers wait on moving production

TSMC Chairman C.C. Wei formally announced on July 16 that the company will invest an additional US$100 billion in the US, funding several...

Friday 17 July 2026

TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year...

Friday 17 July 2026

Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages

Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...

Thursday 16 July 2026

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...

Thursday 16 July 2026

Beyond AI: Resilient consumer demand widens semiconductor supply crunch

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...

Thursday 16 July 2026

Groups urge EU interim measures against Broadcom amid VMware antitrust case

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations...

Thursday 16 July 2026

MCU lead times stretch, but industry holds the line against a pandemic-style order rush

Microcontrollers (MCUs), widely used across industrial automation, medical devices, and consumer electronics, are experiencing longer...

Thursday 16 July 2026

Cadence launches agentic AI platform for PCB and package design

Cadence has launched the AuraStack AI Super Agent on Allegro AI Studio, positioning it as the world's first agentic AI platform for printed circuit board (PCB) and advanced packaging...

Thursday 16 July 2026

Samsung turns to titanium to reduce screen creases in next foldables

Samsung Electronics unveiled a new titanium-based display structure on July 15, designed to reduce screen crease visibility while improving durability and preserving a slim profile...

Thursday 16 July 2026

India trims chip subsidies but widens their reach as it courts electronics supply chain away from China

India approved two large incentive packages on July 15 that together recast how New Delhi subsidizes electronics manufacturing: learner-per-project chip subsidies spread across a much...

Thursday 16 July 2026

China's TPU path gains traction with low-cost AI inference challenging GPU economics

Generative AI applications are expanding rapidly, making computing costs a growing bottleneck to commercial AI deployment. The AI accelerator...

1/2028 pages