Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 5 August 2026

Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook

Huawei is arguing that the next phase of semiconductor performance will depend less on transistor shrinkage and more on system architecture,...

Wednesday 5 August 2026

Macroblock returns to profit as display demand and new products support outlook

Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...

Wednesday 5 August 2026

AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

Wednesday 5 August 2026

Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...

Wednesday 5 August 2026

Smartphone makers brace for lower volumes, higher prices, and deeper market split

Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...

Wednesday 5 August 2026

Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging

Wednesday 5 August 2026

AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips

AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...

Wednesday 5 August 2026

Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

Tuesday 4 August 2026

Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise

Nvidia GeForce RTX 50 series graphics card prices in South Korea were set to rise by as much as 30% starting in August 2026 as higher wafer costs at Taiwan Semiconductor Manufacturing...

Tuesday 4 August 2026

Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the...

Tuesday 4 August 2026

China tightens chip layout design protection to strengthen domestic semiconductor innovation

China has revised its regulations on the protection of integrated circuit (IC) layout designs, introducing stricter registration requirements,...

Tuesday 4 August 2026

Taiwan-Japan semiconductor ties go beyond supply chain partnerships

Cooperation between Taiwan and Japan in semiconductors will go beyond supply-chain partnerships towards joint technological innovation and talent development, according to Taiwan's...

Tuesday 4 August 2026

MediaTek sees SerDes 448G as copper's final battleground

The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...

Tuesday 4 August 2026

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...

Tuesday 4 August 2026

China’s in-house auto chip push could reshape costs, supply chains, and regulatory risks

As Chinese automakers accelerate in-house chip development, the strategy is increasingly about more than smart vehicles. It is also tied to supply chain self-reliance, overseas expansion,...

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