Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 24 July 2026

Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround

Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind...

Friday 24 July 2026

AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment

AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still...

Friday 24 July 2026

AMD unveils Helios rack-scale AI platform to target hyperscale buildouts

AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers...

Friday 24 July 2026

AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending

Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...

Friday 24 July 2026

AMD splits next-generation data center GPUs for specialized AI demand

AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the...

Friday 24 July 2026

Amkor, Nvidia widen AI packaging partnership as US capacity expands

Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...

Friday 24 July 2026

China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Friday 24 July 2026

Trumpf builds EUV moat with 40 years of chip tech

AI demand is continuing to drive global semiconductor investment, lifting the importance of extreme ultraviolet (EUV) lithography once again. Trumpf, the German laser maker and key...

Friday 24 July 2026

Zhen Ding expands Thailand capacity, deepens industry-academia ties to develop PCB, chip talent

Major printed circuit board (PCB) manufacturer Zhen Ding Technology Group has been actively developing its manufacturing base in Thailand. The investment was launched in 2023 and began...

Thursday 23 July 2026

Moonshot AI model challenges EDA moat with 2-day chip design

China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...

Thursday 23 July 2026

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...

Thursday 23 July 2026

Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck

Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

SEMICON Taiwan 2026 sees record global participation as AI investment accelerates

Participation in the Global Pavilion at the upcoming SEMICON Taiwan 2026 has reached a new high, with the number of participating countries...

Thursday 23 July 2026

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...

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