Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 8 July 2026

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...

Wednesday 8 July 2026

China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path...

Wednesday 8 July 2026

PGC 2Q26 revenue hits record as advanced-node orders stay strong

IC design service provider Progate Group Corporation (PGC) reported preliminary revenue of NT$159 million (approx. US$5.0 million) for June 2026, down 12.3% from May but up 88.4% from...

Wednesday 8 July 2026

As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools

Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities...

Wednesday 8 July 2026

Foxconn pivots to strategic investing, says timing and team trump tech

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu outlined the company's...

Tuesday 7 July 2026

Zhen Ding 2H26 outlook brightens on server and optical demand

PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related...

Tuesday 7 July 2026

Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power...

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's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter

Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...

Monday 6 July 2026

Samsung Foundry eyes comeback after Tesla chip win

Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips after securing a Tesla order, as the company looks to rebuild a contract chipmaking...

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.

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