Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 24 February 2026

OpenAI agreement boosts Cerebras’ renewed IPO push

Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...

Tuesday 24 February 2026

Intel on edge as Nvidia sells Grace CPU separately to Meta

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...

Tuesday 24 February 2026

Nvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders

Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...

Monday 23 February 2026

AMD puts India at center of its global AI strategy with Helios platform and expanded partnerships

AMD is placing India at the center of its global artificial intelligence (AI) strategy, rolling out a new rack-scale AI platform and deepening partnerships that span infrastructure,...

Monday 23 February 2026

Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

To accelerate the expansion of its Snapdragon X series processors in the PC market, Qualcomm has recruited former AMD corporate vice president...

Monday 23 February 2026

Nvidia challenges Intel, AMD with AI laptop chips

Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...

Saturday 21 February 2026

Trump defies Supreme Court with new 10% global tariff following legal defeat

In a whirlwind 24-hour period of legal setbacks and executive retaliation, President Donald Trump has signed an executive order imposing a 10% global...

Friday 20 February 2026

Qualcomm becomes anchor ATMP customer at Tata Electronics' Assam facility

On February 19, Qualcomm Technologies, Inc. and Tata Electronics announced a collaboration under which Tata Electronics will manufacture Qualcomm Automotive Modules in India, marking...

Thursday 19 February 2026

MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier

The rules of winning in AI are changing, and one of the semiconductor industry's most prominent executives is calling time on the old playbook.

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Thursday 19 February 2026

Wearable medical devices surge with supply chain of four core components taking shape

Global medical technology is rapidly shifting from hospital settings to everyday life, advancing toward precision medicine and long-term health management. Driving the boom in wearable...

Wednesday 18 February 2026

Qualcomm commits up to US$150 million to back AI startups in India

US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial...

Wednesday 18 February 2026

Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes

Major printed circuit board (PCB) manufacturer Zhen Ding Technology (ZDT) held its year-end party on February 13, where chairman Charles Shen announced that full-year 2025 revenue...

Wednesday 18 February 2026

Cmsemicon's MCU price hikes open door for Nuvoton's China comeback

Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...

Tuesday 17 February 2026

GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal

GlobalFoundries and Renesas Electronics Corporation announced an expanded strategic collaboration through a multi-billion-dollar manufacturing agreement aimed at strengthening semiconductor...

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