Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 10 September 2026

From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

DIGITIMES identifies three main directions for memory development in cloud AI accelerators: processing near memory, 3D Stacked SRAM, and high-bandwidth flash.

Thursday 10 September 2026

Samsung pushes into display-equipped smart glasses as Meta leads market

Samsung Electronics has begun developing its first smart glasses with an in-lens display, asking Samsung Display in August to develop a microdisplay that meets requirements for form...

Thursday 10 September 2026

AUO matching glass substrate size stokes TSMC collab speculation

AUO is accelerating its transformation by extending its established large-format panel manufacturing capabilities into advanced semiconductor packaging.

Thursday 10 September 2026

Intelligo targets double-digit 2027 revenue growth on AI IP, ASICs

Intelligo said it is aiming for double-digit revenue growth in 2027 as AI IP licensing and AI edge-computing ASICs expand its reach into smartphones, notebooks, earbuds, gaming consoles...

Thursday 10 September 2026

Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion...

Thursday 10 September 2026

Compute-in-memory returns to the spotlight with edge AI's power, memory squeeze

AI is shifting from data centers to PCs, personal AI systems, robots, and other edge devices, renewing a core semiconductor challenge: delivering enough compute and memory bandwidth...

Thursday 10 September 2026

JD Cloud plans 100,000-GPU cluster built on Moore Threads chips

JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic...

Thursday 10 September 2026

Apple just put a US$700 premium on hinges — seven supply chain takeaways

These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.

Thursday 10 September 2026

Apple's A20 Pro pushes mobile chips into the 2nm era — but AI may be the bigger disruption

For years, smartphone processors have competed through a familiar formula: faster CPUs, stronger graphics, and increasingly smaller...

Thursday 10 September 2026

Qualcomm's AWS deal raises stakes for MediaTek and Alchip

Qualcomm this week announced a multi-generation collaboration with Amazon to develop custom silicon for AI inference and high-performance optical connectivity for Amazon Web Services...

Thursday 10 September 2026

Europe and US IDM grid-to-core push challenges Taiwan power modules

Data-center power systems are entering a new phase as operators move toward 800V HVDC and denser DC-DC architectures, raising demand for high-voltage, low-loss, and high-frequency...

Thursday 10 September 2026

STMicro sees AI sales accelerating as factory transfers hold key to margin recovery

STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer...

Thursday 10 September 2026

Analog Devices agrees to buy Alif Semiconductor to expand edge AI push

Analog Devices has agreed to acquire Alif Semiconductor in a US$1.35 billion all-cash deal, a move that could broaden access to faster, more energy-efficient edge AI systems for industrial,...

Thursday 10 September 2026

Himax launches eDP TDDI for smart cockpit displays

Himax Technologies this week announced an industry-leading automotive touch and display driver integration chip (TDDI) that supports a high-speed eDP interface, combining eDP, touch...

Thursday 10 September 2026

Arm launches second-generation CSS, targets China's AI smartphone market with C2 CPU

Arm unveiled its second-generation mobile Compute Subsystem (CSS), Arm CSS for Mobile 2, at its annual Arm Everywhere China event in Shanghai on September 8, further integrating AI...

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