Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 1 October 2026

Synopsys and OpenAI to share revenue from AI model built to run chip design tools

Synopsys is betting that the surest way to keep generative AI from eroding its electronic design automation (EDA) franchise is to build the model together with the AI developer and...

Thursday 1 October 2026

Jensen Huang wins Van Fleet Award as Nvidia, South Korea trio reunites

Nvidia CEO Jensen Huang attended the Korea Society's annual dinner in New York on September 28 local time and received the 2026 Van Fleet Award, with Samsung Electronics Chairman Lee...

Thursday 1 October 2026

Qualcomm says PC chip shortages are manageable; price swings hit harder

Qualcomm's senior vice president and general manager of the compute and gaming business, Kedar Kondap, said the biggest challenge facing the PC industry is not component shortages,...

Thursday 1 October 2026

ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift

The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...

Wednesday 30 September 2026

Gold Circuit turns Amazon into a shareholder for Trainium servers

Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies...

Wednesday 30 September 2026

ASE Technology buys Singapore factory for AI chip testing expansion

ASE Technology Holding's Singapore unit has approved the purchase of a factory in Yishun Industrial Park from Dutch LED maker Lumileds Singapore for about US$68.44 million, or about...

Wednesday 30 September 2026

Jensen Huang, Lisa Su join Tsinghua University advisory board, putting AI chip leaders closer to Beijing

Nvidia founder and CEO Jensen Huang and AMD chair and CEO Lisa Su have joined the advisory board of Tsinghua University's School of Economics and...

Wednesday 30 September 2026

DeepSeek brings software tools to Huawei's Ascend 950 to take on Nvidia

DeepSeek is bringing more of the software used to develop its AI models to Huawei Technologies' Ascend 950 processors, deepening cooperation as Chinese technology companies seek to...

Wednesday 30 September 2026

AMD's Lisa Su reportedly revisiting South Korea in October to deepen HBM4, NPU ties

Advanced Micro Devices (AMD) CEO Lisa Su is reportedly set to visit South Korea again in October 2026, after her March 2026 trip, which formally launched next-generation AI memory...

Wednesday 30 September 2026

Broadcom-Toppan venture opens Singapore's first high-end FC-BGA substrate plant

Advanced Substrate Technologies (AST), a joint venture between Japan's Toppan Holdings and Broadcom, officially opened a manufacturing facility in Singapore on September 29, 2026,...

Wednesday 30 September 2026

Memory shortage pushes TV semiconductors above panel costs

A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs...

Wednesday 30 September 2026

AI boom strains PCB supply chain as materials, equipment shortages persist into 2027

Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates,...

Wednesday 30 September 2026

Meta reaches agreements with Firmus on securing AI compute in Southeast Asia

Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The...

Tuesday 29 September 2026

Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers

Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the...

Tuesday 29 September 2026

Column: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in it

Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with...

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