Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 13 August 2026

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...

Thursday 13 August 2026

Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

The technical feasibility of co-packaged optics (CPO) has been demonstrated repeatedly at major industry conferences in recent years...

Thursday 13 August 2026

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...

Thursday 13 August 2026

Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment...

Thursday 13 August 2026

OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward

Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.

Thursday 13 August 2026

Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment

Bijan Nowroozi, Head of Ecosystem Development at Lightmatter, announced at the OCP APAC Summit 2026 that the company has released an infrastructure white paper aimed at building a...

Thursday 13 August 2026

Siemens EDA unveils AI-Native Design strategy in South Korea

Siemens EDA has introduced an AI-Native Design strategy in Seoul, aiming to help chipmakers and system designers manage rising complexity while reducing the risk of AI errors. The...

Thursday 13 August 2026

Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack

Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical...

Thursday 13 August 2026

NXP expands Malaysia factory to bolster global chip supply resilience

NXP Semiconductors has begun expanding its Petaling Jaya assembly and test site in Malaysia, a move that could support semiconductor...

Thursday 13 August 2026

Nvidia's compute financing push signals a new phase for AI spending

Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...

Thursday 13 August 2026

From lab bench to IPO: How Taiwan's top university aims to turn professors into founders, campus into a unicorn factory

National Tsing Hua University (NTHU), one of Taiwan's leading research universities, has spent more than a decade cultivating a campus...

Thursday 13 August 2026

Progate posts record profit on TSMC, Synopsys ecosystem gains

Progate Group Corporation posted record second-quarter and first-half 2026 revenue and profit, as stronger operations and deeper ties with the TSMC, Synopsys, and ASE ecosystems boosted...

Wednesday 12 August 2026

OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1

AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward...

Wednesday 12 August 2026

OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

Pluggable front-panel optics still own the market, but Arista co-founder Andy Bechtolsheim gave them a deadline at an OCP APAC panel...

Wednesday 12 August 2026

OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Nvidia's Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking...

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