Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 4 May 2026

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...

Monday 4 May 2026

Realtek sees PC revenue growth despite 2026 shipment decline

Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models...

Monday 4 May 2026

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...

Monday 4 May 2026

MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity

MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...

Monday 4 May 2026

L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics

Larsen & Toubro's semiconductor unit, L&T Semiconductor Technologies, has joined imec's Automotive chiplet Program. The participation is expected to drive collaboration on...

Monday 4 May 2026

Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates

Realtek reported first-quarter results on April 30, saying revenue rose to NT$36.42 billion (US$1.15 billion), driven by early customer pull-in orders that boosted demand into the...

Monday 4 May 2026

Cincoze Launches New Slim Industrial Display Solutions

Cincoze has unveiled its all-new CV-200 Series slim-bezel industrial displays. The CV-200 Series features a minimalist profile, a narrow bezel, and industrial-grade reliability...

Monday 4 May 2026

Holtek raises low-margin MCU prices, expands AI server cooling and optical comms

Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...

Monday 4 May 2026

India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

Monday 4 May 2026

AI data center demand boosts IDM growth in industrial market

Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...

Monday 4 May 2026

China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles

China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...

Monday 4 May 2026

Zhen Ding expands NTHU partnership with new five-year research program

PCB maker Zhen Ding Technology has launched the second phase of its joint research center with National Tsing Hua University, aiming to deepen collaboration on advanced PCB and IC...

Sunday 3 May 2026

Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

Saturday 2 May 2026

Qualcomm says Samsung chip share remains above 70% despite Exynos push

Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...

Saturday 2 May 2026

Onsemi expands collaboration with NIO to support 900V EV platforms

Onsemi's expanded collaboration with NIO to support the automaker's move to 900V electric vehicle platforms could accelerate global EV adoption by improving range, charging speed,...

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