Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 29 July 2026

NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026

China chip substitution accelerates as chill effect looms

China's semiconductor self-reliance push has notched new gains, with Chinese AI giants expanding purchases of domestic AI chips and facing direct pressure from Beijing to use more...

Wednesday 29 July 2026

AI shift to inference boosts CPU server demand across the supply chain

The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...

Wednesday 29 July 2026

NXP posts strong 2Q as investors remain cautious on chip outlook

Despite robust performance in the automotive sector and growing demand for artificial intelligence, NXP Semiconductors' second-quarter...

Wednesday 29 July 2026

AI, memory clients lock in long-term orders for Leading Technology

Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply...

Wednesday 29 July 2026

Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand

Qualcomm has reportedly notified customers that it will raise prices across its Snapdragon system-on-chip portfolio from September 2026, including its next flagship mobile platform...

Tuesday 28 July 2026

Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme

A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million

Tuesday 28 July 2026

Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform

Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...

Tuesday 28 July 2026

Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier

Apple is developing a new MacBook Pro with OLED touch panels and is expected to rely solely on Samsung Display for the screens, according...

Tuesday 28 July 2026

Panel makers reject 10% polarizer price increase as China suppliers retreat

Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...

Tuesday 28 July 2026

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...

Tuesday 28 July 2026

Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...

Tuesday 28 July 2026

Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Cadence Design Systems posted stronger-than-expected second-quarter results on July 27 and raised its full-year revenue growth outlook...

Tuesday 28 July 2026

Smart glasses ignite AI device battle as China nears 80% global brand share

Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...

Tuesday 28 July 2026

Robot boom heats up as Taiwan chipmakers race to catch up

Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use...

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