Global supply chain: Key components

Key components news coverage

IN THE NEWS

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...

Wednesday 20 May 2026

Sony, Nvidia, USC representatives discuss navigating the next wave of AI disruption

At the Plug and Play Silicon Valley May Summit 2026, industry leaders from Sony, Nvidia, and USC gathered to discuss the next phase of the AI revolution during the opening panel discussion,...

Tuesday 19 May 2026

Foundry, test costs push PMIC price hikes toward 12-inch wafers

Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...

Tuesday 19 May 2026

ITE Tech awaits PC, NB visibility as price hikes begin in 2H26

ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets,...

Tuesday 19 May 2026

XPeng introduces mass-produced Robotaxi built on in-house AI chips

XPeng unveiled its first mass-produced robotaxi on Tuesday, marking a major milestone in China's rapidly accelerating race to commercialize Level 4 autonomous driving.

Tuesday 19 May 2026

Analog Devices reportedly closes in on US$1.5 billion cash bid for Empower Semiconductor

Analog Devices Inc. is in advanced talks to acquire Empower Semiconductor for about US$1.5 billion in cash, Bloomberg reported, citing people familiar with the matter. A formal...

Tuesday 19 May 2026

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...

1/1998 pages