Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 7 April 2026

PCB bottlenecks, freight costs push electronics prices higher

The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...

Tuesday 7 April 2026

Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures...

Tuesday 7 April 2026

Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce

In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...

Tuesday 7 April 2026

With Vera, Nvidia stops borrowing and starts building its own CPU muscle

Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...

Tuesday 7 April 2026

CCL expansion triggers equipment shortages; lead times extend up to two years

Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...

Monday 6 April 2026

Smartphone order cuts hit IC design as recovery pushes to 2027

Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...

Saturday 4 April 2026

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...

Thursday 2 April 2026

IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment

IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security,...

Thursday 2 April 2026

Samsung reportedly supplies Exynos modem chips to Fibocom for 5G module mass production

Samsung Electronics has supplied its Exynos modem chipset to Chinese wireless module maker Fibocom, marking a notable expansion of its system semiconductor business into external clients,...

Thursday 2 April 2026

Intel expands SambaNova stake, governance questions surface

Intel plans to invest a further US$15 million in AI chip startup SambaNova Systems, lifting its stake to about 9% pending regulatory...

Thursday 2 April 2026

Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs

On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...

Thursday 2 April 2026

South Korea's market volatility hands Taiwan a rare edge in AI

During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...

Thursday 2 April 2026

Chinese companies capture nearly 41% of domestic AI accelerator server market

China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...

Thursday 2 April 2026

Commentary: What's the real game behind Arm's chip venture?

Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...

Thursday 2 April 2026

Intel buyback signals shift beyond austerity as chipmaker regains confidence

Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...

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