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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 9 September 2026
OpenAI's deeper Samsung tie-up lands on a foundry that is running out of capacity
For Samsung Electronics' two loss-making logic businesses, OpenAI's declaration that it is jointly producing and researching next-generation chips with the Korean company matters less...
Wednesday 9 September 2026
Cambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem
Chinese AI chip developer Cambricon said on September 8 that it has formally joined the PyTorch Foundation as a platinum member, the organisation's highest membership tier, securing...
Wednesday 9 September 2026
China expands OLED capacity, challenging South Korea in IT and automotive display markets
South Korea's long-standing dominance in the global display market is facing an aggressive challenge as major Chinese panel makers—including BOE, China Star Optoelectronics Technology...
Wednesday 9 September 2026
LG Display wins Sharp OLED TV supply deal for 2026 turnaround
LG Display has reportedly become Sharp's sole OLED TV panel supplier in 2026, a shift that could help lift the South Korean maker's large-size OLED business into profit for the first...
Wednesday 9 September 2026
Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race
In September 2020, Huawei's smartphone business suffered a severe blow.
Wednesday 9 September 2026
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of HyperAccel's data center inference accelerator using Samsung Foundry's 4nm process, marking the Korean custom-silicon company's first large-scale...
Wednesday 9 September 2026
India's HCLTech opens semiconductor lab in Bengaluru to serve global chip supply chains
HCLTech has opened a new semiconductor laboratory in Bengaluru, a move that could matter for chipmakers and device makers worldwide as they look for faster testing, qualification,...
Wednesday 9 September 2026
IT panel peak season loses its edge after brands stocked too early
The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September,...
Wednesday 9 September 2026
Cambricon takes a PyTorch Foundation board seat as China's chip challengers turn to software
Cambricon has joined the PyTorch Foundation as a Platinum member, taking one seat on its Governing Board and one on its Technical Advisory Council. The Linux Foundation announced the...
Wednesday 9 September 2026
Arm expands push for agentic AI infrastructure with new Neoverse chip design
Arm is stepping up its role in AI infrastructure as cloud providers, original equipment makers, and software partners build systems for agentic AI, a shift that could affect data centers...
Wednesday 9 September 2026
Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage
Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure...
Wednesday 9 September 2026
Preferred Networks eyes an IPO as Japan's AI chip ambitions outgrow private funding
One of Japan's few private technology companies valued above US$1 billion is preparing to abandon a decade of engineering independence, because designing an AI chip is no longer the...
Wednesday 9 September 2026
Qualcomm to build custom AI inference chips for AWS
Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since...
Wednesday 9 September 2026
China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling
Chinese GPU developer Biren Technology has teamed up with Shanghai University to establish an Integrated Circuit Intelligent Chip Joint Laboratory, expanding their cooperation into...
Wednesday 9 September 2026
SDC, LGD target advanced glass packaging
As glass substrates emerge as a next-generation semiconductor packaging material, they have become the centerpiece of the display industry's cross-sector transformation. Although South...