Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 11 September 2026

Samsung's Exynos gains ground as Galaxy S26 lifts share to 9%

Samsung Electronics is regaining ground in the global smartphone processor market, with its Exynos share rising to 9% in the second...

Friday 11 September 2026

Taiwan govt boosts EDA R&D to target global gaps

Taiwan's National Science and Technology Council (NSTC) briefed Premier Jung-tai Cho on September 10, 2026, at an Executive Yuan meeting on the Chip-Driven, Taiwan-wide semiconductor...

Friday 11 September 2026

Altera eyes $2B IPO, from Intel carve-out to public debut

Chipmaker Altera is laying the groundwork for an initial public offering (IPO) that could raise over US$2 billion as early as late 2026. According to sources familiar with the matter...

Friday 11 September 2026

ASPEED plans December BMC price hikes to fuel server security footprint

As demand for AI servers intensifies and supply chain bottlenecks continue to ease, shipment momentum for baseboard management controller...

Friday 11 September 2026

Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...

Friday 11 September 2026

AI server tracker: Taiwan's August filings say demand is still accelerating

The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...

Friday 11 September 2026

Apple's foldable arrives late to a supply chain already moving on

Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese...

Friday 11 September 2026

Apple makes the hinge, not the screen, the centerpiece of its first foldable

Apple has built its first foldable around a component nobody sees. The iPhone Duo, unveiled 9 September and on sale from 23 October at a starting price of US$1,999, is defined less...

Friday 11 September 2026

Taiwan startup taps CMOS infrared chips to give robots an electronic 'nose'

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics...

Friday 11 September 2026

d-Matrix brings Raptor chips to Nvidia racks as falling token prices pressure GPU economics

AI chip startup d-Matrix is adopting Nvidia's NVLink Fusion technology to bring its next-generation Raptor inference processors into Nvidia MGX racks, giving the company a path into...

Friday 11 September 2026

Nuvoton sees robots driving MCU demand over next decade

Nuvoton Technology sees robots and other physical AI applications becoming an important source of demand for microcontrollers (MCUs)...

Friday 11 September 2026

TPK, GIS post mixed August sales as 2H26 demand stays cautious

Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half...

Friday 11 September 2026

More memory won't fix AI's bottleneck, says Microsoft's Azure hardware chief

Microsoft's AI accelerator was never designed to compete with Nvidia. It was designed to run Microsoft's own inference workloads across its own fleet, and that scoping decision —...

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...

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