Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 24 June 2026

Cerebras bets on speed as a product, racing to add data center capacity through 2027

Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...

Wednesday 24 June 2026

Flexible AMOLED phone panel prices face pressure amid ongoing memory cost rise

Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other...

Wednesday 24 June 2026

Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins

Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...

Tuesday 23 June 2026

Smartphone demand and chip supply pressures cloud 2H26 peak season outlook

Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of...

Tuesday 23 June 2026

Intel deepens ties with Taiwan's chip supply chain as October talks expand

Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese...

Tuesday 23 June 2026

India reportedly plans to launch fresh chip incentive in fiscal 2027

The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials...

Tuesday 23 June 2026

Thailand approves semiconductor strategy, targets investment and talent growth

Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development...

Tuesday 23 June 2026

MediaTek issues official price hike notice, products facing supply constraints likely to increase first

Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and...

Tuesday 23 June 2026

Commentary: Google defines AI path to ASI, validates chip boom

Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial...

Monday 22 June 2026

Groq CEO sees GPU and LPU as complementary as AI compute demand grows

Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO...

Monday 22 June 2026

Intel-Nvidia co-developed PC processor to reportedly debut at CES 2028

According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been...

Monday 22 June 2026

ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion

High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated...

Saturday 20 June 2026

FPGA firm Efinix lines up TSMC Japan fab as edge AI business grows

Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses...

Friday 19 June 2026

Apple to work with Intel on US chip design and manufacturing, Trump says

US President Donald Trump said on June 18 that Apple has agreed to work with Intel to design and manufacture chips in the US, a claim he made in a post on his Truth Social platform...

Friday 19 June 2026

Interview: Oppstar grows ASIC design ties with Japan, South Korea clientele, plans Taiwan office

Founded in 2014, Oppstar is one of the few Malaysian companies operating at the front end of the semiconductor value chain as an IC...

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