Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 5 June 2026

US targets China's PCB grip as AI and defense supply risks mount

As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed...

Friday 5 June 2026

Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation...

Friday 5 June 2026

Infineon sees early quantum computing gains as finance leads adoption

Infineon Technologies said its long-running work in quantum computing is beginning to pay off, with early demand strongest in finance, chemistry, and life sciences. For global readers,...

Friday 5 June 2026

GIS Holding pledges 100% green power across global sites by 2040

Touchscreen panel maker GIS Holding announced on World Environment Day, June 5, that it will join the RE100 initiative and aim to source 100% green power across its global operations...

Friday 5 June 2026

India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher

India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on...

Friday 5 June 2026

South Korea finalizes US$520 million on-device AI chip budget amid industry doubts

South Korea has finalized the budget for a state-backed on-device AI chip development project at KRW800.23 billion (US$520 million), about KRW200 billion below an earlier proposal,...

Friday 5 June 2026

Foxconn deepens AI push with Intel on inference racks

Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal...

Friday 5 June 2026

Marvell says SerDes and packaging are key hurdles in switch chip development

Marvell says the next gains in switch chip performance will depend on faster SerDes and better packaging — issues that affect network capacity, signal quality, and cost across...

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...

Friday 5 June 2026

Arm says Taiwan powers its rise as agentic AI lifts PC growth

Arm CEO Rene Haas told the COMPUTEX keynote on June 2 that Taiwan has been inseparable from Arm's growth over the past 30 years, while Nvidia CEO Jensen Huang said that agentic AI...

Friday 5 June 2026

AI energy demand drives a shift to vertical power delivery and smaller modules

As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the...

Thursday 4 June 2026

Samsung's rumored CIS production shift highlights industry debate over fab ownership

Samsung Electronics' decision to place a key image sensor production line under its System LSI division highlights a broader question facing the CMOS image sensor (CIS) industry: whether...

Thursday 4 June 2026

LG Innotek targets Intel EMIB substrate chain with SK Hynix samples

LG Innotek is seeking to enter the supply chain for substrates used in Intel's EMIB advanced-packaging technology, supplying early samples...

Thursday 4 June 2026

Nvidia's RTX Spark reveals Jensen Huang's bigger AI agent fight with Apple and Google

Nvidia CEO Jensen Huang introduced RTX Spark, co-developed with MediaTek, at Nvidia GTC Taipei, with PC brands expected to launch products in the third quarter of 2026. While widely...

Thursday 4 June 2026

The 'Wintel' of robotics? Nvidia allies with Unitree to standardize AI humanoid development

In a move set to reshape the global robotics landscape, Nvidia announced at GTC Taipei that it will partner with Chinese humanoid robot pioneer Unitree Robotics to launch the world's...

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