Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 24 March 2026

Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26

As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...

Tuesday 24 March 2026

Samsung reportedly developing next-gen tri-fold and slider phones for 2027 launch

Samsung Electronics is reportedly advancing development of its next-generation tri-fold smartphone following the Galaxy Z TriFold, which ceased production just three months after launch...

Tuesday 24 March 2026

China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance

Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...

Tuesday 24 March 2026

Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Alibaba's DAMO Academy has introduced two new RISC-V processors—the flagship XuanTie C950 and the energy-efficient C925—marking...

Tuesday 24 March 2026

Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains

The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...

Tuesday 24 March 2026

Apple supply chain shift and LG price cuts reshape OLED market

Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing...

Tuesday 24 March 2026

Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors...

Tuesday 24 March 2026

Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap

Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation...

Tuesday 24 March 2026

Zeiss deepens Taiwan investment, taps new semiconductor lead as GM

Zeiss is significantly intensifying its investment in Taiwan, positioning the island as a premier global hub for its optical and semiconductor technologies. This strategic shift, marked...

Tuesday 24 March 2026

Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC

Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted...

Tuesday 24 March 2026

The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race

Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way...

Tuesday 24 March 2026

Meet the South Korean firm wafer wobbling for Samsung and TSMC

As semiconductor advanced processes continue to evolve, the factors affecting yield and equipment stability have grown increasingly complex. One long-standing challenge troubling chipmakers...

Monday 23 March 2026

Inergy Technology eyes SiC expansion for HVDC as AI power demand rises

Power semiconductor design company Inergy Technology expects strong growth momentum in its cooling and power device businesses in 2026, supported by rising demand from artificial intelligence...

Monday 23 March 2026

India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains

India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor...

Monday 23 March 2026

Meet the duo bridging Jensen Huang to Taiwan at GTC 2026

At Nvidia's GTC 2026 conference last week, two figures were notable in helping CEO Jensen Huang connect with major Taiwanese business partners.

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