Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 15 September 2026

Sivers Semiconductors positions laser arrays as solution to copper's limits

At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

Tuesday 15 September 2026

AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows

Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...

Tuesday 15 September 2026

TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity

TSMC's 3nm, 2nm, and CoWoS advanced packaging capacity remained in short supply in late 2026's third quarter, as changes in major customer orders and front-end and back-end supply...

Tuesday 15 September 2026

Samsung Display deepens ties with Vivo's iQOO through dedicated OLED line

Samsung Display is deepening its technology partnership with Vivo's iQOO brand, with the two companies jointly developing display technology...

Tuesday 15 September 2026

Inside CIOE: takeaways from China's biggest optoelectronics show

Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...

Tuesday 15 September 2026

South Korean firms hold 80% of the automotive OLED market

South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and...

Tuesday 15 September 2026

XPeng's Turing chip expands beyond cars

XPeng Motors is extending its self-developed Turing AI chip from intelligent electric vehicles (EVs) into humanoid robots, broadening the processor's role in the company's Physical...

Tuesday 15 September 2026

Trump tells Nvidia's Jensen Huang that AI is 'bigger than the internet' and robot fears are a 'hoax'

US President Donald Trump joined Nvidia CEO Jensen Huang by phone on stage, using the call to place data center construction at the center of his economic agenda and to dismiss warnings...

Tuesday 15 September 2026

Xiaomi-backed Nuclei Sys tests public markets with RISC-V expansion still costly

Chinese RISC-V chip designer Nuclei System Technology has formally begun its IPO process, seeking fresh capital while heavy R&D...

Tuesday 15 September 2026

Phoenix Pioneer Technology AI power substrate order visibility extends to 1Q27

IC substrate manufacturer Phoenix Pioneer Technology (PPt) turned profitable in the first half of 2026, driven by strong momentum in...

Tuesday 15 September 2026

Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges

PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...

Monday 14 September 2026
STMicro lead times top 1 year, boosting Taiwan chip makers
AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026
Foldable smartphone panel shipments to grow 23% in 2026
Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected...

Monday 14 September 2026
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

Monday 14 September 2026
India semiconductor deals hit a multi-year high ahead of SEMICON India 2026
India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures...

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