Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 5 February 2026

Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent...

Thursday 5 February 2026

Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play

Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer Silicon Laboratories for approximately US$7.5 billion, marking the largest deal for TI...

Thursday 5 February 2026

MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...

Thursday 5 February 2026

MediaTek charts data center ASIC expansion even as smartphone sales slow

MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...

Thursday 5 February 2026

Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP provider reported the third-quarter fiscal 2026 licensing...

Thursday 5 February 2026

Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth

Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...

Thursday 5 February 2026

Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...

Thursday 5 February 2026

Infineon pivots capacity to AI power as automotive recovery drags

Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...

Thursday 5 February 2026

Renesas reportedly to sell timing unit to SiTime in US$3 billion deal

According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...

Thursday 5 February 2026

MediaTek beats revenue forecast as 2025 sales near US$20b record

MediaTek posted fourth-quarter 2025 revenue of NT$150.2 billion (US$4.75 billion), marking a 5.7% quarter-on-quarter increase and an 8.8% rise from a year earlier. Gross margin slipped...

Thursday 5 February 2026

Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market

The US move to lower reciprocal tariffs on Indian goods to 18% is reshaping Taiwan manufacturers' India strategies, creating fresh opportunities in localization and import substitution...

Wednesday 4 February 2026

TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand

Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...

Wednesday 4 February 2026

Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round

Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC...

Wednesday 4 February 2026

Analysis: AMD prioritizes supply chain for second-half AI ramp

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...

Wednesday 4 February 2026

AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

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