Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 23 April 2026

SpaceX eyes GPU push as Tesla taps Samsung for chip upgrade

SpaceX is exploring in-house production of graphics processing units (GPUs) as it cites potential chip supply constraints, even as Tesla...

Thursday 23 April 2026

Parade offsets weak PC demand with TTED, high-speed, and automotive growth

Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...

Thursday 23 April 2026

Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market

Global semiconductor leaders are accelerating the restructuring of their supply chains. Qualcomm CEO Cristiano Amon recently made a quiet, low-profile visit to South Korea, signaling...

Thursday 23 April 2026

Japan's LSTC launches optoelectronic advanced packaging project around Rapidus cluster

Research on optoelectronic integration — referring to the application of optical communication technology to computing — is gaining momentum. Its semiconductor packaging...

Thursday 23 April 2026

Lam Research signals sustained AI-driven momentum as WFE outlook improves

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...

Thursday 23 April 2026

Texas Instruments signals a stronger recovery on industrial and AI demand

Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...

Thursday 23 April 2026

Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism

Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic...

Thursday 23 April 2026

Google debuts TPU 8t and 8i as AI workloads diverge

Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...

Thursday 23 April 2026

Zhen Ding will build 10 new factories for global expansion

Taiwan-based PCB maker Zhen Ding Tech has stated that as customers' next-generation product platforms gradually enter mass production starting from the second quarter of 2026, its...

Thursday 23 April 2026

Zhen Ding breaks ground on new China site; Zhongji Innolight chairman attends to show support

Taiwanese printed circuit board (PCB) giant Zhen Ding Technology Group held a groundbreaking ceremony for the HD Campus of the "Zhen Ding Technology Group Huai'an Tech City" in Huai'an,...

Thursday 23 April 2026

IndieSemiC partners with Nordic on wireless modules as India expands design-led semiconductor push

IndieSemiC, an Indian semiconductor and chip design company, has partnered with Nordic Semiconductor to design and commercialize wireless modules for connected devices, as Indian firms...

Wednesday 22 April 2026

Focus: South Korea builds a semiconductor talent pipeline

South Korea's long-running experiment with job-guaranteed semiconductor education is entering a more consequential phase, with the first...

Wednesday 22 April 2026

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...

Wednesday 22 April 2026

China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand

China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry...

Wednesday 22 April 2026

Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

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