Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 4 March 2026

Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

Tuesday 3 March 2026

Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry

At MWC 2026, Qualcomm outlined a strategy to pair advanced AI processing with next-generation wireless technologies, presenting new chips and systems intended to influence wearables,...

Tuesday 3 March 2026

US Congress and industry clash over new semiconductor security mandates

The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the...

Tuesday 3 March 2026

Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth

As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India:...

Tuesday 3 March 2026

US moves to bar federal purchases of China-linked chips

The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement...

Tuesday 3 March 2026

MediaTek invests US$90M in SiPh startup Ayar Labs

MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...

Tuesday 3 March 2026

Nvidia invests in Lumentum to advance AI optics technology

Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...

Monday 2 March 2026

Renesas names new India president to accelerate growth amid fierce engineering talent competition

Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.

Monday 2 March 2026

AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute

AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...

Monday 2 March 2026

DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

Monday 2 March 2026

Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...

Monday 2 March 2026

Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband

A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...

Monday 2 March 2026

Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry

According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...

Monday 2 March 2026

Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact

AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...

Monday 2 March 2026

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

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