Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 17 June 2026

China PCB maker DSBJ bets US$1.2 billion on AI optical modules

Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing...

Wednesday 17 June 2026

InnoScience wins GaN patent battle against Infineon in China

InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power...

Wednesday 17 June 2026

PCIM 2026: How high-voltage infrastructure is unifying AI and e-mobility sectors

Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate...

Wednesday 17 June 2026

Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility

AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could...

Wednesday 17 June 2026

Huawei raises end-consumer product prices from July

Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing...

Tuesday 16 June 2026

Nvidia sells US$25 billion in bonds as investors seek foothold in AI boom

Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This...

Tuesday 16 June 2026

TSMC eyes A16 mass production in 4Q26 and Intel refines 18A roadmap with 18A-P

Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing...

Tuesday 16 June 2026

Qualcomm weighs Tenstorrent deal that could reach US$10 billion

Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Information reported, citing a person with direct...

Tuesday 16 June 2026

China AI chip hopeful Enflame nears IPO with fast revenue growth, heavy losses, and Tencent risk

Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while...

Tuesday 16 June 2026

AMD to acquire MEXT to expand AI memory optimization tools

AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...

Tuesday 16 June 2026

South Korea launches ultra-innovation economy push with major investment in next-generation power semiconductors

South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according...

Tuesday 16 June 2026

Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026

3Q26 LCD TV panel market cools as small sizes lead decline

Global LCD TV panel prices have entered a new round of adjustment after the FIFA World Cup and China's 618 Shopping Festival stocking...

Tuesday 16 June 2026

AT&S to invest up to EUR2 billion in Malaysia to expand AI substrate capacity

Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as...

Tuesday 16 June 2026

Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset

After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that...

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