Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 16 April 2026

Samsung System LSI talent exits raise risks for Exynos and image sensors

A wave of departures among core engineers at Samsung Electronics' System LSI division is raising concerns over a potential leadership gap at its non-memory chip unit, particularly...

Thursday 16 April 2026

TSMC says Applied Materials and JSR form top-tier chipmaking team

Japanese materials giant JSR has established an advanced planarization process solution joint research center in Taiwan, with JSR representative director and CEO Hank Hori personally...

Thursday 16 April 2026

Analysis: Nvidia links RISC-V to NVLink with SiFive investment

Agentic AI is pulling CPUs back to the center of the AI stack, turning them into a renewed battleground for chipmakers. After Arm moved...

Thursday 16 April 2026

Falling margins and memory crisis causing spec downgrades on TV panels

Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...

Thursday 16 April 2026

Rockchip reports record results, scales AIoT chips across industries

China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets.

Thursday 16 April 2026

SkyeChip IPO signals Malaysia's push into high-value chip design

Malaysia-based semiconductor design firm SkyeChip has appointed Maybank Investment Bank and CIMB Investment Bank as underwriters for its planned Main Market listing, according to a...

Thursday 16 April 2026

Spain aims to boost chip design, photonics, and quantum tech influence

The Spanish ICT Association (AMETIC) has been actively promoting Spain's standing in the domestic technology industry. Albert Anglarill, director of AMETIC's Catalonia office, said...

Wednesday 15 April 2026

ASML posts solid 1Q26 as AI-driven demand lifts outlook

ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...

Wednesday 15 April 2026

RISC-V gains ground in AI data centers with Nvidia backing SiFive

AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

Wednesday 15 April 2026

Taiwan's AI chip dominance draws the global spotlight and scrutiny

Taiwan has emerged as the world's most consequential node in the AI supply chain — and the world is taking notice. Backed by TSMC's NT$53 trillion (US$1.67 trillion) market capitalization...

Wednesday 15 April 2026

Broadcom and Meta deepen AI infrastructure alliance with multi-gigawatt ambitions

Broadcom and Meta have unveiled a sweeping multi-year, multi-generation partnership aimed at scaling Meta's AI infrastructure, signaling...

Wednesday 15 April 2026

Samsung QD-OLED tops 5 million units; LG turns to rival supply

Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026.

Wednesday 15 April 2026

Nvidia unveils 'Ising' AI models to accelerate quantum computing development

Nvidia has introduced a new open family of AI models called Ising, designed to address two of the most persistent engineering bottlenecks in quantum computing: processor calibration...

Wednesday 15 April 2026

Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...

Wednesday 15 April 2026

Nvidia's RISC-V push shapes cloud AI's three-way architecture race

Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...

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