Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 28 April 2026

Empyrean draws retail inflows while profit falls, testing China EDA valuations

China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...

Tuesday 28 April 2026

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

Tuesday 28 April 2026

Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder

Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...

Tuesday 28 April 2026

US chip packaging capacity to hit 10% by 2032

The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...

Tuesday 28 April 2026

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...

Tuesday 28 April 2026

Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

Tuesday 28 April 2026

AI-driven demand and record backlog fuel Cadence's strong start to 2026

Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.

Tuesday 28 April 2026

Moore Threads hits first profit, AI compute orders drive growth

China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...

Monday 27 April 2026

Thailand's PCB industry moves upmarket, local supply gaps persist

Thailand is fast emerging as a critical hub for high-end electronics manufacturing, as global supply chains shift and demand for AI computing...

Monday 27 April 2026

OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026

Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene

Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...

Monday 27 April 2026

Broadcom, Marvell set to benefit as 1.6T optical modules near mass production

1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's...

Monday 27 April 2026

MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps

MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...

Monday 27 April 2026

India roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

India is accelerating its semiconductor ambitions, from Micron Technology's Sanand ramp to new...

Sunday 26 April 2026

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...

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