Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 7 April 2026

IndieSemiC eyes India's general-purpose chip gap with Kaynes OSAT deal

India-based fabless startup IndieSemiC is betting that its new OSAT partnership with Kaynes Semicon can help it move from RF modules into vertically integrated chip products. However,...

Tuesday 7 April 2026

FOPLP and WMCM emerge as key to fan-out packaging competitive field

The advanced packaging market is entering a structural turning point. Among emerging technologies, fan-out packaging has hit a sweet spot between cost and performance, making it a...

Tuesday 7 April 2026

Arm's three-pronged approach increases pressure on x86 in cloud CPU market

Market sentiment toward the future of Arm CPUs in cloud AI is increasingly positive. According to Counterpoint Research, x86 architectures have maintained overwhelming dominance...

Tuesday 7 April 2026

Global AI chip suppliers compete as TSMC remains top foundry partner

As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research...

Tuesday 7 April 2026

Google's chip revisions raise questions for MediaTek's growth plans

Recent reports suggest that Google has once again made engineering changes to its Tensor Processing Unit, or TPU, pushing the chip's tape-out...

Tuesday 7 April 2026

PCB bottlenecks, freight costs push electronics prices higher

The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...

Tuesday 7 April 2026

Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures...

Tuesday 7 April 2026

Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce

In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...

Tuesday 7 April 2026

With Vera, Nvidia stops borrowing and starts building its own CPU muscle

Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...

Tuesday 7 April 2026

CCL expansion triggers equipment shortages; lead times extend up to two years

Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...

Monday 6 April 2026

Smartphone order cuts hit IC design as recovery pushes to 2027

Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...

Saturday 4 April 2026

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...

Thursday 2 April 2026

IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment

IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security,...

Thursday 2 April 2026

Samsung reportedly supplies Exynos modem chips to Fibocom for 5G module mass production

Samsung Electronics has supplied its Exynos modem chipset to Chinese wireless module maker Fibocom, marking a notable expansion of its system semiconductor business into external clients,...

Thursday 2 April 2026

Intel expands SambaNova stake, governance questions surface

Intel plans to invest a further US$15 million in AI chip startup SambaNova Systems, lifting its stake to about 9% pending regulatory...

1/1977 pages