Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 24 September 2026

Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculus

Ahead of the Trump-Xi summit, the key semiconductor question is no longer simply how much Nvidia hardware Washington will allow China to buy.

Thursday 24 September 2026

Microsoft reframes AI ROI calculations, keeps in-house ASICs for internal use

Microsoft is changing how companies evaluate their generative AI investments, as the technology evolves from its beginnings as a productivity...

Wednesday 23 September 2026

Vivo launches camera monitor accessory, stoking panel demand

Vivo officially unveiled its new flagship X500 series smartphones in Shanghai on September 21, along with wearable accessories including smartwatches and earphones. The X500 series...

Wednesday 23 September 2026

Automotive display growth shifts to HUDs, passenger screens

The global automotive display market is entering a new phase of growth, with demand shifting away from central consoles and instrument...

Wednesday 23 September 2026

ZDT prices US$800M ECB to expand AI server PCB push

Printed circuit board (PCB) maker Zhen Ding Technology (ZDT) Group completed pricing of its sixth overseas convertible bond issue on...

Wednesday 23 September 2026

MediaTek, Qualcomm target Googlebook with Arm push

Preorders have officially opened for "Googlebook," Google's new laptop category purpose-built for Gemini Intelligence. IC design powerhouses Qualcomm and MediaTek announced their entry...

Wednesday 23 September 2026

Apple delays 20th-anniversary iPhone display upgrades

Apple has reportedly pushed back plans to add new display technologies to the iPhone model expected in 2027, which marks the product line's 20th anniversary. According to ET News,...

Wednesday 23 September 2026

LG Display starts 720Hz gaming OLED mass production

Aiming to meet demand for high-speed gaming displays, LG Display (LGD) said it has begun mass production of a 24.5-inch gaming OLED panel with a 720Hz refresh rate. The panel will...

Wednesday 23 September 2026

Ascend 950 clears higher security bar in China's latest chip assessment: who else qualified?

China has tightened the security and reliability framework around its domestic computing stack, with the latest official evaluation placing Huawei's Ascend 950 at Level II and Kunlunxin's...

Wednesday 23 September 2026

Lightmatter launches an optical module that cuts AI cluster fiber in half

US photonics company Lightmatter has launched an optical module that sends and receives data over a single strand of fiber. The company says this halves the cabling needed to connect...

Tuesday 22 September 2026

SiPearl delivers first homegrown server chips for Europe's exascale supercomputer

SiPearl, a fabless company backed by the European Union and France, has delivered the first Rhea1 CPU samples to Bull for integration into Europe's JUPITER supercomputer, moving the...

Tuesday 22 September 2026

Meta's AI agent Muse tops app charts, driving AMD's market cap past US$1 trillion

Meta's new AI agent, Muse, has leapt to the top of app charts roughly two weeks after its release. Its popularity has helped push up...

Tuesday 22 September 2026

Acer debuts first Googlebook with 360-degree hinge

Acer has launched its first Googlebook, a new flagship notebook equipped with Gemini Intelligence that combines premium materials, strong performance, smart features, and seamless...

Tuesday 22 September 2026

DeepSeek bets on Huawei chips for model training as Nvidia's China sales slip

DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the...

Tuesday 22 September 2026

DEEPX targets smart glasses with low-power NPU, eyes 6G AI RAN

South Korean AI semiconductor company DEEPX is reportedly conducting a proof of concept with a US smart glasses company to test whether its low-power neural processing unit (NPU) can...

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