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Global supply chain: Key components
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Thursday 22 October 2026
MIPI expands beyond smartphones into AR glasses and humanoid robots
The MIPI Alliance held this year's MIPI Demo Day Taipei at the Grand Hyatt Taipei this week, where 16 member companies demonstrated working products to more than 200 developers and...
Thursday 22 October 2026
Texas Instruments posts rising Q3 sales across data centers, cars, industry
Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company...
Thursday 22 October 2026
Samsung DX division postpones meeting amid bonus tensions
According to reports from Financial News, ETNews, News1 and Yonhap, Samsung Electronics' postponement of an event has intensified scrutiny of internal...
Thursday 22 October 2026
Why Terafab approached South Korean suppliers first
Elon Musk is moving ahead with Terafab, as Tesla and SpaceX reportedly negotiate with about 10 South Korean semiconductor materials, components, and equipment suppliers. The discussions...
Thursday 22 October 2026
Japan sets execution plan for 17 growth strategies
Japanese Prime Minister Sanae Takaichi will finalize a five-year plan by the end of 2026 outlining an investment blueprint for 17 strategic sectors. The plan will prioritize semiconductors...
Thursday 22 October 2026
BOS, LG, and HANA Micron team up on Korean automotive chiplets
BOS Semiconductors is partnering with LG Electronics and HANA Micron to develop and commercialize chiplet-based automotive semiconductors in South Korea, connecting domestic AI chip...
Thursday 22 October 2026
Apple, Google push PCB supply chain toward net zero amid challenges
PCB makers are expanding sustainability efforts as artificial intelligence (AI) and high-performance computing (HPC) drive demand for higher-performance boards. Still, the industry...
Thursday 22 October 2026
SDC supplies over 70% of major laptop brands' OLED panels
Samsung Display (SDC) currently supplies more than 70% of the OLED panels used by major global laptop brands, intensifying concerns over supply and pricing risks tied to dependence...
Thursday 22 October 2026
iPhone Duo preorders surge, but sales momentum remains uncertain
Apple Inc.'s first foldable phone, the iPhone Duo, has exceeded sales expectations since preorders opened on October 16, 2026. Supply constraints have extended delivery times to January...
Thursday 22 October 2026
Unimicron warns of double-booking risks as AI PCB capacity race strains supply chains

Rapid growth in AI-driven demand is placing new pressure on the printed circuit board (PCB) supply chain, with equipment constraints, shorter product...

Thursday 22 October 2026
Charts: Nvidia's China AI chip lead shrinks 80% as Huawei closes in
Nvidia's lead over Huawei in China's AI accelerator market has narrowed by 80% in a year, bringing CEO Jensen Huang's warnings about losing the country's US$50 billion AI chip market...
Thursday 22 October 2026
Nvidia's AI factory strategy points to a broader shift in computing, industry
Nvidia is positioning the expansion of artificial intelligence as an infrastructure and industrial shift, not simply a software trend. At GTC Berlin, CEO Jensen Huang described an...
Thursday 22 October 2026
Nvidia lines up six suppliers to expand substrate, packaging, and testing capacity
Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet...
Thursday 22 October 2026
Memory surge drives phone makers from LTPO to LTPS
Soaring memory prices are intensifying cost pressure across the display industry, prompting some smartphone manufacturers to downgrade panel specifications. Market estimates indicate...
Thursday 22 October 2026
China's IC designers expand into AI server memory interconnects beyond DDR5
China's IC designers are expanding into high-speed interconnect technologies as AI inference and agent applications fuel demand for server CPUs, memory modules and connectivity chips...