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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 5 August 2026
Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
Wednesday 5 August 2026
Smartphone makers brace for lower volumes, higher prices, and deeper market split
Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
Wednesday 5 August 2026
Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
Wednesday 5 August 2026
AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...
Wednesday 5 August 2026
Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

Tuesday 4 August 2026
Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise
Nvidia GeForce RTX 50 series graphics card prices in South Korea were set to rise by as much as 30% starting in August 2026 as higher wafer costs at Taiwan Semiconductor Manufacturing...
Tuesday 4 August 2026
Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the...

Tuesday 4 August 2026
China tightens chip layout design protection to strengthen domestic semiconductor innovation

China has revised its regulations on the protection of integrated circuit (IC) layout designs, introducing stricter registration requirements,...

Tuesday 4 August 2026
Taiwan-Japan semiconductor ties go beyond supply chain partnerships
Cooperation between Taiwan and Japan in semiconductors will go beyond supply-chain partnerships towards joint technological innovation and talent development, according to Taiwan's...
Tuesday 4 August 2026
MediaTek sees SerDes 448G as copper's final battleground
The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
Tuesday 4 August 2026
Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
Tuesday 4 August 2026
China’s in-house auto chip push could reshape costs, supply chains, and regulatory risks
As Chinese automakers accelerate in-house chip development, the strategy is increasingly about more than smart vehicles. It is also tied to supply chain self-reliance, overseas expansion,...
Tuesday 4 August 2026
Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains
AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO...
Tuesday 4 August 2026
CXMT listing fuels concerns over DRAM prices and global memory competition
China's CXMT drew fresh attention after its parent ChangXin Memory Technology (CXMT) went public, with market estimates of the firm's future valuation ranging from US$160 billion to...
Tuesday 4 August 2026
Montage brings CXL 3.2 memory expansion to AI data centers with Samsung, SK Hynix support

Montage Technology has begun pilot production of what it says is the industry's first CXL 3.2 memory expansion controller, targeting...