Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 18 March 2026

Nvidia partners with chipmakers to advance industrial robotics

At Nvidia's GTC 2026 conference, major chipmakers — including Texas Instruments (TI), Infineon Technologies AG, NXP Semiconductors, Analog Devices (ADI), and Synopsys —...

Wednesday 18 March 2026

Nvidia reportedly preparing Groq AI chips for the Chinese market

Nvidia is preparing Groq AI chips for sale in the Chinese market, according to Reuters. The move signals the company's intent to remain competitive in the global inference...

Wednesday 18 March 2026

The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference

The most telling moment of Nvidia's GTC 2026 did not unfold on the main stage of the SAP Center, but inside a glass display case at Booth 1207.

Wednesday 18 March 2026

Russia reportedly turns to Loongson to escape x86 sanctions

Amid sustained Western sanctions, Russia is reportedly advancing an alternative CPU pathway through cooperation between local IC firm Tramplin Electronics and China's Loongson. The...

Wednesday 18 March 2026

Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Wednesday 18 March 2026

Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources

Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...

Wednesday 18 March 2026

Analysis: Is Nvidia's Groq deal the endgame for AI chip startups?

At its 2026 GTC conference, Nvidia not only unveiled its Vera CPU but also officially launched the Groq 3 LPU chip, developed through a prior technology licensing arrangement with...

Wednesday 18 March 2026

Panel makers optimistic about 1Q26 despite February revenue declines

As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...

Wednesday 18 March 2026

Dreame rollout plan for five chips: chips for robots today, AI data centers in orbit tomorrow

At an industry forum in Shanghai this month, a young Chinese semiconductor startup laid out a sweeping vision: designing chips not only for smartphones and self-driving cars, but also...

Wednesday 18 March 2026

AI boom lifts Changs Ascending as data centers seek reliable power

As AI and advanced semiconductor manufacturing drive unprecedented demand for computing power, the reliability of the electricity supply...

Wednesday 18 March 2026

China price competition hits Samsung Display shipments while Korean OLED makers regain share

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening...

Wednesday 18 March 2026

Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal

Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...

Wednesday 18 March 2026

Taiwan on track to outpace China's growth again in 2026

Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace...

Tuesday 17 March 2026

Hon Precision raises AI chip test capacity plan by 40% amid surging demand

Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...

Tuesday 17 March 2026

Nvidia GTC 2026: Nvidia unveils NemoClaw to accelerate autonomous agent deployment on OpenClaw

Nvidia today announced the Nvidia NemoClaw stack, a specialized software suite designed for the OpenClaw agent platform that enables users to deploy autonomous AI agents with a single...

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