Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 11 September 2026

Taiwan startup taps CMOS infrared chips to give robots an electronic 'nose'

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics...

Friday 11 September 2026

GPU economics face pressure as token prices fall, d-Matrix says

Falling token prices are putting pressure on the economics of GPU-based AI inference, potentially prompting data center operators to rethink how workloads are divided across compute...

Friday 11 September 2026

Nuvoton sees robots driving MCU demand over next decade

Nuvoton Technology sees robots and other physical AI applications becoming an important source of demand for microcontrollers (MCUs)...

Friday 11 September 2026

TPK, GIS post mixed August sales as 2H26 demand stays cautious

Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half...

Friday 11 September 2026

'More memory won't fix AI's bottleneck', says Microsoft's Azure hardware chief

Microsoft's AI accelerator was never designed to compete with Nvidia. It was designed to run Microsoft's own inference workloads across its own fleet, and that scoping decision —...

Thursday 10 September 2026

From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

DIGITIMES identifies three main directions for memory development in cloud AI accelerators: processing near memory, 3D Stacked SRAM, and high-bandwidth flash.

Thursday 10 September 2026

Samsung pushes into display-equipped smart glasses as Meta leads market

Samsung Electronics has begun developing its first smart glasses with an in-lens display, asking Samsung Display in August to develop a microdisplay that meets requirements for form...

Thursday 10 September 2026

AUO matching glass substrate size stokes TSMC collab speculation

AUO is accelerating its transformation by extending its established large-format panel manufacturing capabilities into advanced semiconductor packaging.

Thursday 10 September 2026

Intelligo targets double-digit 2027 revenue growth on AI IP, ASICs

Intelligo said it is aiming for double-digit revenue growth in 2027 as AI IP licensing and AI edge-computing ASICs expand its reach into smartphones, notebooks, earbuds, gaming consoles...

Thursday 10 September 2026

Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion...

Thursday 10 September 2026

Compute-in-memory returns to the spotlight with edge AI's power, memory squeeze

AI is shifting from data centers to PCs, personal AI systems, robots, and other edge devices, renewing a core semiconductor challenge: delivering enough compute and memory bandwidth...

Thursday 10 September 2026

JD Cloud plans 100,000-GPU cluster built on Moore Threads chips

JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic...

Thursday 10 September 2026

Apple just put a US$700 premium on hinges — seven supply chain takeaways

These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.

Thursday 10 September 2026

Apple's A20 Pro pushes mobile chips into the 2nm era — but AI may be the bigger disruption

For years, smartphone processors have competed through a familiar formula: faster CPUs, stronger graphics, and increasingly smaller...

Thursday 10 September 2026

Qualcomm's AWS deal raises stakes for MediaTek and Alchip

Qualcomm this week announced a multi-generation collaboration with Amazon to develop custom silicon for AI inference and high-performance optical connectivity for Amazon Web Services...

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