Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 30 July 2026

Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

Microsoft CEO Satya Nadella laid out how the company is scaling its AI infrastructure and platform to keep pace with demand. He outlined...

Thursday 30 July 2026

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Qualcomm Technologies and BMW Group have signed a long-term agreement under which Qualcomm will supply compute silicon for BMW's next-generation digital cockpit and advanced driver...

Thursday 30 July 2026

Marvell opens expanded Bengaluru R&D hub, doubling India headcount

Marvell Technology has opened 100,000 square feet of additional semiconductor R&D space in Bengaluru and plans to double its India...

Thursday 30 July 2026

Qualcomm's push into data centers and cars signals a broader shift in chip strategy

Qualcomm is moving more aggressively into data centers and automotive technology, aiming to reduce its dependence on smartphones and...

Thursday 30 July 2026

Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Qualcomm is raising prices across its product portfolio and accelerating a shift beyond smartphones as higher memory and manufacturing...

Thursday 30 July 2026

Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

Thursday 30 July 2026

Qualcomm completes Modular acquisition to expand AI software platform

Qualcomm has completed its acquisition of Modular, strengthening its push into AI software that can run across devices, data centers, and edge systems worldwide. The deal could broaden...

Thursday 30 July 2026

Marvell plans US$250 million India investment to expand semiconductor R&D

Marvell Technology said its planned US$250 million investment in India over three years will deepen semiconductor research, hiring, and infrastructure, with implications for global...

Thursday 30 July 2026

Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares

Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...

Thursday 30 July 2026

Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares

Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...

Thursday 30 July 2026

AMD's Helios gains ground in challenge to Nvidia's CUDA

AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...

Thursday 30 July 2026

As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...

Wednesday 29 July 2026

Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official...

Wednesday 29 July 2026

NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026

China chip substitution accelerates as chill effect looms

China's semiconductor self-reliance push has notched new gains, with Chinese AI giants expanding purchases of domestic AI chips and facing direct pressure from Beijing to use more...

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