Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 30 July 2026

Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares

Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...

Thursday 30 July 2026

Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares

Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...

Thursday 30 July 2026

AMD's Helios gains ground in challenge to Nvidia's CUDA

AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...

Thursday 30 July 2026

As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...

Wednesday 29 July 2026

Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official...

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...

2/2036 pages