Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 11 June 2026

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

Thursday 11 June 2026

PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric...

Wednesday 10 June 2026

Infineon and VinRobotics sign partnership to advance humanoid robot development

Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed...

Wednesday 10 June 2026

Frontier of AI shifts from model strength to deployment, cost, and applications

The frontier of AI is shifting from model training and accuracy to real-world deployment and other emerging factors, according to a panel held on June 10 comprising AI leaders in Asia...

Wednesday 10 June 2026

Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls

Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen...

Wednesday 10 June 2026

Apple's OLED MacBook push raises stakes for BOE and Samsung display race

Apple's anticipated adoption of OLED screens in MacBook Pro models is set to lift demand for notebook panels, as Samsung Display and BOE prepare to begin mass production of 8.6-generation...

Wednesday 10 June 2026

QBit Semiconductor to buy 60% of Singapore-based Sinchip to boost ASIC design services

QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets....

Wednesday 10 June 2026

COMPUTEX highlights a shift to prefabricated AI data centers

At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward...

Wednesday 10 June 2026

AI use in PCB manufacturing has gone mainstream, but scaling remains lagging

AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide...

Tuesday 9 June 2026

Nvidia unveils AI PC vision as Intel offers reflection instead of product news

Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil...

Tuesday 9 June 2026

PCL Technologies targets CPO as Penang plant nears completion

Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026....

Tuesday 9 June 2026

Nvidia's ecosystem commands the conversation at COMPUTEX 2026

COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again...

Tuesday 9 June 2026

ELAN sees drone and AI PC push reshaping revenue mix

Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...

Tuesday 9 June 2026

Commentary: How Nvidia turned Computex into its own annual coronation

Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...

Tuesday 9 June 2026

TSMC capacity crunch pushes Google, Nvidia closer to Intel

TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup...

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