Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 7 September 2026

Huawei Kirin 2026 challenges 3D chip heat limits with Tau Scaling Law

Huawei is using measured data from its upcoming Kirin 2026 processor to challenge a key concern around vertically stacked logic: that higher transistor density inevitably brings more...

Monday 7 September 2026

Wah Lee sees faster growth in 2027 as supply stays tight

Wah Lee Industrial expects growth to accelerate in 2027 as advanced packaging capacity comes online and foundries continue building overseas fabs, while tight supplies of semiconductor...

Monday 7 September 2026

Every Chinese CPU maker grew in 1H26 but only one grew on processors

Revenue rose at every Chinese chip company examined in the first half of 2026 amid the domestic-substitution push, but the interim filings show three quite different businesses hiding...

Monday 7 September 2026

SiliconAuto pushes AI chiplets as automotive SoC ties tighten

Taiwanese automotive microcontroller (MCU) maker SiliconAuto showcased its products at SEMICON Taiwan 2026, with CEO Gene Liu saying the company is now spotlighting AI chiplet architecture...

Monday 7 September 2026

AI is driving force behind 'Moore's Law on steroids,' says Merck's Benjamin Hein

AI is driving a new wave of technological demand and changing how the semiconductor industry innovates, according to Benjamin Hein, member of the executive board and CEO of the Electronics...

Friday 4 September 2026

From chips to physical AI: Experts urge Taiwan-US push for trusted drone supply chains at Semicon Taiwan 2026

Trustworthy supply chain concerns are extending beyond semiconductors to drones and other autonomous systems, now emerging as national strategic industries. At a Semicon Taiwan 2026...

Friday 4 September 2026

How agentic AI and 'AI physics' are reshaping chip design

As semiconductor designs advance toward trillion-transistor packages, the traditional engineering playbook of simply adding more personnel or running legacy software faster has hit...

Friday 4 September 2026

China interconnect chipmaker Montage enters Samsung, SK Hynix CXL 3.2 supply chains and begins DDR6 development

Montage Technology is accelerating its move beyond traditional DDR memory interfaces, with CXL 3.2, DDR6 and PCIe products positioning the...

Friday 4 September 2026

Fujitsu says useful quantum computers may need far fewer qubits than expected

For years the quantum industry has worked on a discouraging assumption: that a machine capable of doing anything commercially useful would need a million qubits or more. Fujitsu told...

Friday 4 September 2026

Nvidia sets an October launch for RTX Spark PCs, gives local AI a router

Nvidia used IFA 2026 to argue that serious AI work can run locally as well as in the cloud, pairing an October launch date for its RTX Spark Windows PCs with free software that distributes...

Friday 4 September 2026

Analysts read Nvidia's Hugging Face deal as a hedge, not a software bet

Nvidia's agreement to buy Hugging Face for roughly US$13 billion is being framed by analysts less as a move into software than as insurance against three ways its core business could...

Friday 4 September 2026

Nvidia's Hugging Face terms pay out its chip rivals and reserve US$1 billion to keep the staff

The mechanics of Nvidia's US$12.93 billion purchase of Hugging Face say as much about the deal's purpose as the strategic case does: a tenth of the consideration is set aside to stop...

Friday 4 September 2026

Nvidia buys the front door to open AI with a US$12.93 billion Hugging Face deal

Nvidia's agreement to acquire Hugging Face for US$12.93 billion pushes the world's dominant AI chip supplier past silicon and into the layer where developers actually pick their models...

Friday 4 September 2026

China's GPU makers found scale as profit came from elsewhere

China's domestic GPU industry crossed a commercial threshold in the first half of 2026, but the interim filings of its six listed players show that revenue growth and earnings power...

Friday 4 September 2026

Young Liu urges 'Made with Taiwan' supply chain rethink

Foxconn chairman Young Liu on September 2 called on Taiwan's supply chain to shift from "Made in Taiwan" to "Made with Taiwan," saying...

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