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Global supply chain: Key components
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Friday 6 November 2026
Transcend Information’s 3Q26 profit falls 40%, 9M hits record
Transcend Information posted record net profit and earnings per share (EPS) for the first nine months of 2026, but its third-quarter revenue, gross margin, and profit all declined...
Friday 6 November 2026
SDC sees weak 2027 panel demand, eyes foldables for profit
Samsung Display (SDC) reported improved results in the third quarter of 2026 as major customers launched new products, but expects rising memory prices in 2027 to push up prices for...
Friday 6 November 2026
China's LCD cuts and price hikes threaten Samsung TV profits
Samsung Electronics' TV business faces the prospect of prolonged losses as Chinese panel makers, including BOE Technology Group (BOE) and TCL China Star Optoelectronics Technology...
Friday 6 November 2026
WT Microelectronics expects AI pull-in momentum to last through 2027
Semiconductor distributor WT Microelectronics expects pull-in momentum from the artificial intelligence (AI) supply chain to remain strong from the fourth quarter of 2026 through 2027...
Friday 6 November 2026
Eiso Enterprise boosts profit as AI server BBU shipments ramp
PCB maker Eiso Enterprise posted strong growth in the third quarter of 2026 as AI server backup battery unit (BBU) products began shipping, driving demand for high-end printed circuit...
Friday 6 November 2026
AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster
AMD has signed an agreement with South Korean companies FuriosaAI and MangoBoost to build a heterogeneous AI computing cluster in Seoul by spring 2027, while separately discussing...
Friday 6 November 2026
Taiwan panel makers win Tier 1 foothold in automotive displays
As weak end demand and intensifying competition weigh on the global display industry, Taiwan panel makers are pursuing new growth beyond traditional display manufacturing, with automotive...
Friday 6 November 2026
Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...
Thursday 5 November 2026
EU launches EUR525 million push to close chip design gap
The European Union has launched a EUR525 million (approx. US$590 million) initiative to strengthen its semiconductor design industry, seeking to narrow the gap with the US and China...
Thursday 5 November 2026
Cirrus Logic rides iPhone content wave, but backend squeeze, PC slump cloud the path ahead
Cirrus Logic reported revenue of US$559.5 million for its fiscal second quarter ended September 26, up 22% sequentially and roughly flat year-on-year. Non-GAAP earnings per share came...
Thursday 5 November 2026
US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips
Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute...
Thursday 5 November 2026
Arm reports record fiscal 2Q27 revenue on licensing momentum and AGI CPU demand
Arm delivered a record-breaking second quarter for fiscal year 2027, reporting total revenue of US$1.44 billion, up 27% year-over-year. This milestone marks the company's fifth straight...
Thursday 5 November 2026
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI,...
Thursday 5 November 2026
GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

GlobalFoundries is gaining traction in custom silicon, processor intellectual property (IP) and physical AI applications, as the chipmaker seeks...

Thursday 5 November 2026
Qualcomm wins Starlink Mobile infrastructure deal as SpaceX advances terrestrial network
Qualcomm has secured a role in SpaceX's planned US terrestrial mobile network, turning Starlink Mobile's ambitions for integrated satellite and ground-based connectivity into a named...