Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 1 April 2026

Nvidia’s $2bn bet on Marvell turns rivals into ecosystem partners

Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...

Wednesday 1 April 2026

China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply

GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...

Wednesday 1 April 2026

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...

Wednesday 1 April 2026

China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push

China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...

Wednesday 1 April 2026

China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

Wednesday 1 April 2026

China's AI chip demand drives advanced foundry growth amid geopolitical split

Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...

Wednesday 1 April 2026

Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals

Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip —...

Wednesday 1 April 2026

Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems

US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...

Tuesday 31 March 2026

Apple's OLED push sets off supplier race as LG Display tightens grip

Apple's long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others.

Tuesday 31 March 2026

MPI probe card lead times stretch to 6 months on AI chip testing surge

Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...

Tuesday 31 March 2026

Flex to acquire Electrical Power Products for US$1.1 billion

Flex said it has reached a definitive agreement to acquire Electrical Power Products (EP2), a specialist in engineered-to-order electrical control and protection systems, as it expands...

Tuesday 31 March 2026

MediaTek and Airoha deepen telecom open-source platform to challenge Broadcom, Qualcomm in edge AI

Airoha announced on March 30, 2026, that it has expanded the adoption of open-source systems in networking communications, becoming the world's first fiber broadband chip platform...

Tuesday 31 March 2026

LCD TV panel prices rise on sports-driven stocking and surge in memory costs

Global TV buyers and manufacturers are facing higher prices and tighter availability after leading brands accelerated panel purchases in the first quarter of 2026 to meet sports-driven...

Tuesday 31 March 2026

Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026

South Korea invests US$166 million in chip startup Rebellions

South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions,...

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