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Global supply chain: Key components
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IN THE NEWS
Wednesday 4 November 2026
Former Intel packaging chief Navid Shahriari joins MediaTek as senior vice president
MediaTek announced that Navid Shahriari will join the company on November 9 as Senior Vice President, reporting to the General Manager and Chief Operating Officer.
Wednesday 4 November 2026
Broadcom loses final appeal over Samsung chip supply deal
South Korea's Supreme Court has upheld a KRW18.664 billion (approx. US$13.9 million) fine against Broadcom for pressuring Samsung Electronics into a long-term smartphone component...
Wednesday 4 November 2026
Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery
Onsemi has agreed to acquire Ferric, Inc., a developer of integrated voltage regulator (IVR) technology, for US$600 million in cash plus up to US$175 million in contingent consideration...
Wednesday 4 November 2026
Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers
Marvell's proposed all-stock acquisition of Lumentum faces a challenge beyond a shrinking takeover premium: whether optical module makers will shift orders away from its dominant optical...
Wednesday 4 November 2026
GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply
Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock...
Wednesday 4 November 2026
High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers
As AI computing clusters continue to expand, data centers are demanding higher transmission speeds and greater bandwidth. To overcome the manufacturing bottlenecks of traditional high-density...
Wednesday 4 November 2026
TSMC's acquisition of AUO plant reshapes panel supply chain
Taiwan Semiconductor Manufacturing Co. (TSMC) is acquiring AUO Corp.'s second Taichung plant for NT$38.8 billion (approximately US$1.2 billion) pre-tax, a move that is triggering a...
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Wednesday 4 November 2026
AMD expands server CPU ambitions as Helios moves its AI business to rack scale
AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The...
Wednesday 4 November 2026
AMD expects more than 80% revenue growth in 2027, led by data centers
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Bosch creates semiconductor division to expand in robotics, external chipmaking
Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy...
Wednesday 4 November 2026
AMD's data center surge shifts growth toward AI systems as cash conversion weakens
AMD's third-quarter results show its data center business becoming the main driver of growth and profitability, even as gaming demand retreats. The next test is whether a steep expansion...
Wednesday 4 November 2026
Taiwan eyes US FDPR alignment to block AI transshipment
As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten...
Tuesday 3 November 2026
Ceva takes NeuPro NPU into AI data centers, targeting efficiency gaps rather than Nvidia's dominance
US semiconductor intellectual property (IP) provider Ceva has expanded its NeuPro neural processing unit (NPU) portfolio into AI infrastructure for the first time. At a November 2...