Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 10 July 2026

Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026

Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...

Friday 10 July 2026

BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

Friday 10 July 2026

PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains...

Friday 10 July 2026

Former chip designer turned VC delivers reality check on AI, CPO hype

A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives:...

Thursday 9 July 2026

Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule

Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The...

Thursday 9 July 2026

Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

Thursday 9 July 2026

Apple's Broadcom deal extension shows wireless independence remains a distant dream

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift...

Thursday 9 July 2026

Rebellions' IPO plan tests market appetite for inference chips

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...

Thursday 9 July 2026

Samsung eyes broader Exynos 2700 use in Galaxy S27

Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Today...

Thursday 9 July 2026

Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit

Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...

Thursday 9 July 2026

Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell...

Thursday 9 July 2026

Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure,...

Thursday 9 July 2026

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend...

Thursday 9 July 2026

Analog Devices acquires Empower Semiconductor and enters AI power market

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster...

Thursday 9 July 2026

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

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