Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 7 July 2026

Analog IC supply squeeze intensifies, ADI extends lead times

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

Tuesday 7 July 2026

Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according...

Tuesday 7 July 2026

Broadcom and Apple extend custom chip deal through 2031

Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device...

Tuesday 7 July 2026

Samsung Electronics second-quarter operating profit surges on AI memory boom

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip...

Monday 6 July 2026

Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals

Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after...

Monday 6 July 2026

Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance

Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper...

Monday 6 July 2026

Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand

Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points...

Monday 6 July 2026

Kingboard raises CCL prices again as AI demand tightens PCB material supply

Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.

Monday 6 July 2026

China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing...

Monday 6 July 2026

China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang...

Monday 6 July 2026

India's chip mission enters harder phase: deciding where to compete

India's plan to sharply expand public funding for semiconductors marks a new phase in its chip ambitions. The harder question is whether New Delhi can now decide where it wants to...

Monday 6 July 2026

NXP chief says robots need autonomous computing to move beyond remote control

As physical AI and robotics spread globally, NXP CEO Rafael Sotomayor said robots will only reach commercial scale if they can think...

Monday 6 July 2026

Huawei chip chief proposes Tau Law V2 centered on time-based scaling

Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed...

Monday 6 July 2026

Meta's AI cloud idea underscores a search for returns, not an AI retreat

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...

Monday 6 July 2026

China TPU chipmaker Zhonghao Xinying launches Xuyu AI processor to challenge GPU-based computing

Zhonghao Xinying (Hangzhou) Technology has launched its new self-developed high-performance TPU AI processor, Xuyu, alongside Taize...

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