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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 5 November 2026
Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Thursday 5 November 2026
Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...
Thursday 5 November 2026
Airoha targets multibillion growth as 100G ramps, 200G tapes out
Airoha, a MediaTek subsidiary, expects its optical communications business to deliver another multiple-fold increase in 2027 as 100G pulse-amplitude modulation (PAM4) digital signal...
Thursday 5 November 2026
Empyrean's EDA acquisitions could give Korean chip designers cheaper tools—and stronger Chinese rivals
China's efforts to build a complete domestic chip-design software stack are gathering pace through acquisitions and strategic investments. Empyrean Technology's latest transactions...
Thursday 5 November 2026
AI chips need 1.5 years to move beyond cloud: HCLTech
HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale...
Wednesday 4 November 2026
Former Intel packaging chief Navid Shahriari joins MediaTek as senior vice president
MediaTek announced that Navid Shahriari will join the company on November 9 as Senior Vice President, reporting to the General Manager and Chief Operating Officer.
Wednesday 4 November 2026
Broadcom loses final appeal over Samsung chip supply deal
South Korea's Supreme Court has upheld a KRW18.664 billion (approx. US$13.9 million) fine against Broadcom for pressuring Samsung Electronics into a long-term smartphone component...
Wednesday 4 November 2026
Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery
Onsemi has agreed to acquire Ferric, Inc., a developer of integrated voltage regulator (IVR) technology, for US$600 million in cash plus up to US$175 million in contingent consideration...
Wednesday 4 November 2026
Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers
Marvell's proposed all-stock acquisition of Lumentum faces a challenge beyond a shrinking takeover premium: whether optical module makers will shift orders away from its dominant optical...
Wednesday 4 November 2026
GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply
Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock...
Wednesday 4 November 2026
High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers
As AI computing clusters continue to expand, data centers are demanding higher transmission speeds and greater bandwidth. To overcome the manufacturing bottlenecks of traditional high-density...
Wednesday 4 November 2026
TSMC's acquisition of AUO plant reshapes panel supply chain
Taiwan Semiconductor Manufacturing Co. (TSMC) is acquiring AUO Corp.'s second Taichung plant for NT$38.8 billion (approximately US$1.2 billion) pre-tax, a move that is triggering a...
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Wednesday 4 November 2026
AMD expands server CPU ambitions as Helios moves its AI business to rack scale
AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The...
Wednesday 4 November 2026
AMD expects more than 80% revenue growth in 2027, led by data centers
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...