Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 25 June 2026

Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia

Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone...

Thursday 25 June 2026

Nvidia and AWS deepen push to simplify AI infrastructure at scale

Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed,...

Wednesday 24 June 2026

China's LineShine supercomputer tops TOP500, but AI lead remains unclear

China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming...

Wednesday 24 June 2026

Qualcomm, ByteDance talks signal new phase in China AI chip diversification

Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.

Wednesday 24 June 2026

MediaTek-Global Unichip tie-up talk puts TSMC's AI ASIC ecosystem on watch

Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the...

Wednesday 24 June 2026

AI supply chain boom fuels Taiwan's investment, exports as GDP growth tops 10% outlook

Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across...

Wednesday 24 June 2026

Samsung eyes Galaxy Ultra for 2nm Exynos 2700

Samsung Electronics' System LSI division is pressing its mobile business to expand adoption of the in-house Exynos 2700 processor beyond...

Wednesday 24 June 2026

Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration

Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...

Wednesday 24 June 2026

AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26

Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources,...

Wednesday 24 June 2026

MediaTek price hike signals broader cost pressure for Taiwan IC design houses

Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have...

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...

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