Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 22 September 2026

SiPearl delivers first homegrown server chips for Europe's exascale supercomputer

SiPearl, a fabless company backed by the European Union and France, has delivered the first Rhea1 CPU samples to Bull for integration into Europe's JUPITER supercomputer, moving the...

Tuesday 22 September 2026

Meta's AI agent Muse tops app charts, driving AMD's market cap past US$1 trillion

Meta's new AI agent, Muse, has leapt to the top of app charts roughly two weeks after its release. Its popularity has helped push up...

Tuesday 22 September 2026

Acer debuts first Googlebook with 360-degree hinge

Acer has launched its first Googlebook, a new flagship notebook equipped with Gemini Intelligence that combines premium materials, strong performance, smart features, and seamless...

Tuesday 22 September 2026

DeepSeek bets on Huawei chips for model training as Nvidia's China sales slip

DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the...

Tuesday 22 September 2026

DEEPX targets smart glasses with low-power NPU, eyes 6G AI RAN

South Korean AI semiconductor company DEEPX is reportedly conducting a proof of concept with a US smart glasses company to test whether its low-power neural processing unit (NPU) can...

Tuesday 22 September 2026

BOE looks beyond displays with glass substrates for AI packaging

Chinese display maker BOE Technology is expanding beyond its core panel business. Chairman Chen Yanshun said at the BOE Global Innovation Partner Conference 2026 on September 22 that...

Tuesday 22 September 2026

MediaTek unveils Dimensity CX C10 Max for premium Googlebook devices

MediaTek has introduced a new chip aimed at premium, ultra-portable Googlebook devices, underscoring how next-generation AI, battery...

Tuesday 22 September 2026

MediaTek launches Dimensity CX brand for laptops, starting with a 3nm chip for Googlebook

MediaTek has launched the Dimensity CX C10 Max, the first chip in a new family called Dimensity Compute Experiences (CX), and is aiming it at Googlebook laptops.

Tuesday 22 September 2026

AT&S Unveils Strategy to Drive AI Growth

Zhu Jinping, Executive Vice President, Head of BU Electronics Solutions, and Chairman of AT&S China, addressed the Austria Connect China 2026 conference today, offering...

Tuesday 22 September 2026

Daeduck nears long-term supply deals as Doosan expands capacity amid tight T-glass supply

South Korea's PCB and semiconductor substrate supply chain is expanding capacity as demand from servers and data centers rises, with customers moving to secure long-term supply while...

Tuesday 22 September 2026

AI inference demand surges as training slowdown talk fades

Calls to slow frontier AI model training have sparked debate across the AI semiconductor industry, but executives at the AI Infra Summit in Santa Clara, California, said the real buildout...

Monday 21 September 2026

Taiwan delays 2026 power rate decision as war drives fuel costs higher

Taiwan's Ministry of Economic Affairs delayed a 2026 electricity rate decision on September 18 after the Middle East war pushed up fuel...

Monday 21 September 2026

Rebellions chips process over 4 billion tokens a day for SK Telecom

South Korean AI chipmaker Rebellions has expanded its neural processing units (NPUs) across four commercial SK Telecom services, with the infrastructure now processing about 14 million...

Monday 21 September 2026

Ampoc AI PCB orders surge as it expands into CPO

Printed circuit board (PCB) wet-process equipment maker Ampoc Far-East said demand for its in-house high-end equipment has surged on...

Monday 21 September 2026

India roundup: Semicon India 2026 puts commercial production and supplier investment in focus

India's semiconductor push is moving from policy to production, with new government funding, supplier investments, rising deal activity and expanding equipment, materials, testing...

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