Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 16 July 2026

Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure

Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...

Thursday 16 July 2026

Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

Thursday 16 July 2026

Japan's enterprises and startups adopt Nvidia open models for specialized AI

Japan's companies and research institutions are turning to Nvidia's Nemotron open models to build AI tailored to local language, industry,...

Thursday 16 July 2026

Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious...

Thursday 16 July 2026

Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains

Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook...

Thursday 16 July 2026

Chip inflation drives phone prices higher, clouds 2027 demand

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...

Wednesday 15 July 2026

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters...

Wednesday 15 July 2026

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...

Wednesday 15 July 2026

South Korean court bars former Samsung NAND designers from working for SK Hynix

A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April...

Wednesday 15 July 2026

MediaTek beats Qualcomm and Samsung to secure Pixel 11's modem slot

MediaTek has widened the reach of its 5G modem chips beyond its own smartphone SoC platforms, pushing deeper into overseas sales in...

Wednesday 15 July 2026

Intel sends its most advanced 18A node into orbit with Starfire space chip

Intel has unveiled Starfire, a space-grade processor that leverages its leading-edge 18A manufacturing process for satellites and other...

Wednesday 15 July 2026

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...

Wednesday 15 July 2026

China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing...

Wednesday 15 July 2026

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a...

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