Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 26 May 2026

GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch

Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing...

Tuesday 26 May 2026

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China

As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced...

Tuesday 26 May 2026

GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked

GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...

Tuesday 26 May 2026

China pushes homegrown AI stack with local chips, LLMs

Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National...

Tuesday 26 May 2026

Wingtech sues Nexperia for US$1.2B as it fights delisting risk

Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages...

Tuesday 26 May 2026

Lightmatter joins TSMC on COUPE for 3D optical engines

AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...

Tuesday 26 May 2026

Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition

Samsung Electronics announced a new 2026 gaming monitor lineup that includes the industry's first 6K (6,144×3,456) gaming display, positioning the company to defend high-end...

Tuesday 26 May 2026

Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Monday 25 May 2026

Taiwan, China wafer foundry industry, 2Q 2026: Cross-strait revenues to surge over 25%

Taiwan and China's wafer foundry industry off-season was not slow, and the price hike effect will drive up cross-strait industry revenues in the second quarter of 2026 and full-year...

Monday 25 May 2026

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect,...

Monday 25 May 2026

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation...

Monday 25 May 2026

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...

Monday 25 May 2026

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...

Monday 25 May 2026

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...

Monday 25 May 2026

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than...

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