Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 27 April 2026

The Co-Packaged Optics (CPO) Revolution: Capitalizing on the Paradigm Shift in AI Data Center Connectivity

The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as...

Monday 27 April 2026

Thailand's PCB industry moves upmarket, local supply gaps persist

Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing...

Monday 27 April 2026

OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026

Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene

Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...

Monday 27 April 2026

Broadcom, Marvell set to benefit as 1.6T optical modules near mass production

1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's...

Monday 27 April 2026

MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps

MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...

Monday 27 April 2026

India roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

India is accelerating its semiconductor ambitions, from Micron Technology's Sanand ramp to new...

Sunday 26 April 2026

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...

Friday 24 April 2026

Chipmakers face higher cost pressure as packaging outpaces foundry price hikes

In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers...

Friday 24 April 2026

Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure

At Google Cloud Next 26, Google Cloud announced a strategic shift in its AI hardware approach by introducing two distinct eighth-generation Tensor Processing Units: the TPU v8t for...

Friday 24 April 2026

STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027

STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics...

Friday 24 April 2026

Texas Instruments eyes further price hikes amid strong data center, industrial chip demand

Texas Instruments (TI) reported robust results for the first quarter of 2026 on April 23, driven by surging AI data center demand and a notable rebound in industrial control applications...

Friday 24 April 2026

AI PCB supply crunch squeezes margins on rising materials and energy costs

A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from...

Friday 24 April 2026

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand...

Friday 24 April 2026

MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth

Microcontroller supplier Artery Technology (Arterytek or Arterychip) delivered a strong start to 2026, posting first-quarter consolidated...

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