Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 21 May 2026

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...

Thursday 21 May 2026

Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...

Thursday 21 May 2026

Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027

Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...

Thursday 21 May 2026

FII challenges Broadcom and Nvidia as CPO race shifts to system integration

As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world...

Thursday 21 May 2026

Nvidia revenue surges 85% as data center sales jump 92%

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...

Thursday 21 May 2026

Samsung averts strike with last-minute labor deal, but deeper divisions remain

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what...

Wednesday 20 May 2026

Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890

Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group...

Wednesday 20 May 2026

Amazon's AI chip push gains ground as Nvidia remains central to AWS

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

Wednesday 20 May 2026

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...

Wednesday 20 May 2026

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...

Wednesday 20 May 2026

South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan

As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.

Wednesday 20 May 2026

Inside the LEO boom: How Starlink and rivals are reshaping global PCB supply chains

The global satellite communications industry is accelerating the deployment of next-generation infrastructure, unlocking the commercial potential of low-Earth-orbit (LEO) networks,...

Wednesday 20 May 2026

Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

Wednesday 20 May 2026

Commentary: Musk, Huang, and H200—Nvidia's last chip in China

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...

Wednesday 20 May 2026

Intel prioritizes high-end CPUs as AI demand tightens global supply

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global...

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