Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 16 July 2026

India trims chip subsidies but widens their reach as it courts electronics supply chain away from China

India approved two large incentive packages on July 15 that together recast how New Delhi subsidizes electronics manufacturing: learner-per-project chip subsidies spread across a much...

Thursday 16 July 2026

China's TPU path gains traction with low-cost AI inference challenging GPU economics

Generative AI applications are expanding rapidly, making computing costs a growing bottleneck to commercial AI deployment. The AI accelerator...

Thursday 16 July 2026

Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

Thursday 16 July 2026

Commentary: Chip lead times extend as cloud AI squeezes capacity

Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...

Thursday 16 July 2026

Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure

Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...

Thursday 16 July 2026

Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

Thursday 16 July 2026

Japan's enterprises and startups adopt Nvidia open models for specialized AI

Japan's companies and research institutions are turning to Nvidia's Nemotron open models to build AI tailored to local language, industry,...

Thursday 16 July 2026

Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious...

Thursday 16 July 2026

Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains

Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook...

Thursday 16 July 2026

Chip inflation drives phone prices higher, clouds 2027 demand

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...

Wednesday 15 July 2026

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters...

Wednesday 15 July 2026

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...

Wednesday 15 July 2026

South Korean court bars former Samsung NAND designers from working for SK Hynix

A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April...

Wednesday 15 July 2026

MediaTek beats Qualcomm and Samsung to secure Pixel 11's modem slot

MediaTek has widened the reach of its 5G modem chips beyond its own smartphone SoC platforms, pushing deeper into overseas sales in...

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