Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 21 July 2026

Middlemen emerge as ASEAN's No. 2 AI compute buyers

In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest...

Tuesday 21 July 2026

China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips

Chinese AI developer Z.ai has completed a giant data center running exclusively on domestically made chips, a milestone in Beijing's...

Tuesday 21 July 2026

TSMC weighs margin hit against long-term AI payoff in US push

TSMC has announced an additional US$100 billion investment in the US on top of its existing US$165 billion commitment, expanding its...

Tuesday 21 July 2026

Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions

Chinese electric vehicle (EV) maker Li Auto has established a new subsidiary focused on IC chip design, underscoring its long-term strategy of developing core AI technologies in-ho...

Tuesday 21 July 2026

How AI boom spurs Taiwan's PCB makers to rethink their Southeast Asia playbook

Amid the global boom in AI infrastructure investment, Southeast Asia is evolving from an electronics-component manufacturing base into...

Tuesday 21 July 2026

Elite Material, TUC race ahead in AI CCL push

As AI server products accelerate their generational shift and demand higher-frequency, higher-speed transmission, the upgrade cycle...

Monday 20 July 2026

Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service

Alibaba Group's chip design unit, T-Head, has open-sourced the software stack behind its Zhenwu AI processors while extending the platform from individual accelerators into rack-scale...

Monday 20 July 2026

Samsung to cut over 800 US jobs amid market headwinds

Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division,...

Monday 20 July 2026

Rapidus taps Cadence AI agents to speed 2nm chip design

Japanese foundry Rapidus is integrating Cadence's AI-agent technology into its chip design platform as it seeks to shorten development cycles and attract customers for its planned...

Monday 20 July 2026

Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity

HDI PCB maker Compeq Manufacturing has approved the acquisition of a new manufacturing site in Taoyuan's Guanyin Industrial Park for approximately NT$2.09 billion (US$64.5 million),...

Monday 20 July 2026

Samsung preps multi-billion-dollar P5 orders as AI boom speeds up memory demand

Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory...

Monday 20 July 2026

AI boom pushes PCB, passive component lead times into a new normal

The global wave of AI data center construction continues to accelerate, driving structural growth across the PCB and passive component...

Monday 20 July 2026

Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs

As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.

Monday 20 July 2026

Jensen Huang's week in Tokyo: what Nvidia's Japan trip reveals about future partners

Nvidia founder and CEO Jensen Huang spent last week in Tokyo meeting government officials, robotics makers and dozens of supply chain executives, as the company deepens its push into...

Monday 20 July 2026

Nvidia grappling with internal compute needs amid GPU shortages

TSMC recently posted strong earnings, helped in large part by Nvidia orders, but both companies are grappling with chips inside their own operations: TSMC says they are too expensive,...

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