Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 5 June 2026

Marvell says SerDes and packaging are key hurdles in switch chip development

Marvell says the next gains in switch chip performance will depend on faster SerDes and better packaging — issues that affect network capacity, signal quality, and cost across...

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...

Friday 5 June 2026

Arm says Taiwan powers its rise as agentic AI lifts PC growth

Arm CEO Rene Haas told the COMPUTEX keynote on June 2 that Taiwan has been inseparable from Arm's growth over the past 30 years, while Nvidia CEO Jensen Huang said that agentic AI...

Friday 5 June 2026

AI energy demand drives a shift to vertical power delivery and smaller modules

As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the...

Thursday 4 June 2026

Samsung's rumored CIS production shift highlights industry debate over fab ownership

Samsung Electronics' decision to place a key image sensor production line under its System LSI division highlights a broader question facing the CMOS image sensor (CIS) industry: whether...

Thursday 4 June 2026

LG Innotek targets Intel EMIB substrate chain with SK Hynix samples

LG Innotek is seeking to enter the supply chain for substrates used in Intel's EMIB advanced-packaging technology, supplying early samples...

Thursday 4 June 2026

Nvidia's RTX Spark reveals Jensen Huang's bigger AI agent fight with Apple and Google

Nvidia CEO Jensen Huang introduced RTX Spark, co-developed with MediaTek, at Nvidia GTC Taipei, with PC brands expected to launch products in the third quarter of 2026. While widely...

Thursday 4 June 2026

The 'Wintel' of robotics? Nvidia allies with Unitree to standardize AI humanoid development

In a move set to reshape the global robotics landscape, Nvidia announced at GTC Taipei that it will partner with Chinese humanoid robot pioneer Unitree Robotics to launch the world's...

Thursday 4 June 2026

Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business

At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...

Thursday 4 June 2026

Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative

Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...

Thursday 4 June 2026

Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations

Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...

Thursday 4 June 2026

Chip test equipment makers hit by FPGA, CPU supply crunch

Semiconductor test equipment makers are facing severe shortages of key components, with lead times for FPGAs, CPUs, GPUs, and driver ICs...

Thursday 4 June 2026

RISC-V will be 'default ISA of choice' for all new chip designs, architecture's CEO predicts

Andrea Gallo, CEO of RISC-V International, used his appearance at the MIPS Forum during Computex 2026 to declare that RISC-V has completed its transition from academic project to industrial...

Thursday 4 June 2026

Interview: Andhra Pradesh moves to become India's semiconductor packaging hub

Andhra Pradesh is making its most concrete move yet in semiconductors, zeroing in on packaging as the immediate entry point into the chip supply chain. Speaking on the sidelines of...

Thursday 4 June 2026

Huawei's Tau Law exposes China's EDA gap; Empyrean advances memory chip design tools

Huawei's recently proposed Tau Law has drawn attention across the semiconductor industry, with the company arguing that chip performance can be improved by reducing the internal signal...

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