Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 23 July 2026

Moonshot AI model challenges EDA moat with 2-day chip design

China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...

Thursday 23 July 2026

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...

Thursday 23 July 2026

Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck

Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

SEMICON Taiwan 2026 sees record global participation as AI investment accelerates

Participation in the Global Pavilion at the upcoming SEMICON Taiwan 2026 has reached a new high, with the number of participating countries...

Thursday 23 July 2026

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

Alphabet's Q2 earnings call reveals a company doubling down on compute capacity, custom silicon, and frontier model development — while investors probe the limits of the...

Thursday 23 July 2026

China's research ties weaken as UK, Germany and the US expand cross-border papers

China's research and academic community appears to be drifting away from international collaboration, even as the UK, Germany, and...

Thursday 23 July 2026

WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

Thursday 23 July 2026

SpaceX's in-house PCB ambitions unlikely to dent Taiwan suppliers, industry says

With SpaceX's first public earnings report approaching, investors are looking for fresh insight into the company's operations and future...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters

Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...

Thursday 23 July 2026

AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon

Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...

Wednesday 22 July 2026

LG Display eyes tandem OLED for smartphones as AI drives demand for power-efficient screens

LG Display plans to expand tandem OLED technology beyond TVs, monitors and automotive displays into smartphones and wearables as on-device artificial intelligence (AI) raises power-efficiency...

Wednesday 22 July 2026

HKC invests US$590M in advanced chip packaging to escape the LCD cycle

HKC, the world's third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and...

Wednesday 22 July 2026

Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say

Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen...

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