Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 25 May 2026

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...

Monday 25 May 2026

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...

Monday 25 May 2026

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than...

Monday 25 May 2026

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting...

Monday 25 May 2026

AI server boom lifts memory interface chip leader, but DDR5 risks linger

Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...

Sunday 24 May 2026

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...

Saturday 23 May 2026

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...

Saturday 23 May 2026

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...

Friday 22 May 2026

AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

Friday 22 May 2026

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026

Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two...

Friday 22 May 2026

EverDisplay appoints former Hua Hong executive as chairman in board overhaul

China AMOLED panel maker EverDisplay Optronics completed a board reshuffle and senior management overhaul after a board meeting on May 20, appointing a former Hua Hong Semiconductor...

Friday 22 May 2026

AIC expands analog ICs into fiber optics; orders reach 1Q27

AIC's expansion from analog ICs into fiber-optic components and other products, and its inclusion in a major US cloud service provider's supply chain, extend order visibility to the...

Friday 22 May 2026

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce...

Friday 22 May 2026

Forcelead Technology bets on stable 2026 as it expands into TDDI and new automotive displays

Forcelead Technology said it expects stable operations through 2026 as it rolls out a touch-TDDI product and pursues new automotive display opportunities, a development with implications...

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