Global supply chain: Key components

Key components news coverage

IN THE NEWS

Saturday 11 July 2026

Record chip profits mask a widening divide inside Samsung

Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand...

Saturday 11 July 2026

TV panel prices fall in July as weak demand expected to hit 3Q26

The global LCD TV panel market moved into a down cycle in July after prices held flat in the second quarter of 2026. With pre-build...

Saturday 11 July 2026

China's display makers raise billions to close the OLED gap — and South Korea is watching

Chinese display panel and materials companies are tapping capital markets to fund next-generation OLED, oxide and Mini LED technologies, drawing close attention from South Korea's...

Saturday 11 July 2026

Mobilint touts NPU for physical AI, with CEO urging South Korea to accelerate development

South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing...

Friday 10 July 2026

Nvidia’s Jensen Huang heads to Japan with RTX Spark as AI PC competition heats up

Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting...

Friday 10 July 2026

Samsung plans new PC chip in push beyond smartphones

Samsung Electronics is developing a new chip for personal computers (PCs) as its System LSI business seeks growth beyond smartphone processors, according to ET News and the...

Friday 10 July 2026

SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC

SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition....

Friday 10 July 2026

Apple's US$30 billion Broadcom deal puts its server-chip plans back in focus

Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing...

Friday 10 July 2026

CSP ASIC demand drives structural growth in high-speed interconnects

As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...

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...

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