Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 23 March 2026

Nvidia pushes deeper into AI inference to counter custom chip rivals

At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of...

Monday 23 March 2026

Weekly news roundup: geopolitics, AI memory, racing for semiconductor control

Below are the most-read DIGITIMES Asia stories from the week of March 16-22, 2026:

Monday 23 March 2026

Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?

Elon Musk has unveiled one of his most ambitious industrial visions yet: a "Terafab" that would allow Tesla and SpaceX to design and manufacture their own semiconductors for artificial...

Monday 23 March 2026

Commentary: CPO mass production put to test as photonic integration faces challenges

Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...

Monday 23 March 2026

Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko

The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture...

Monday 23 March 2026

Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026

Daxin Materials is expanding its semiconductor materials portfolio while maintaining optimization efforts in display materials. The company expects 2026 display material revenue to...

Sunday 22 March 2026

Samsung union votes to strike, risking Nvidia HBM4 supply disruption

Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to...

Sunday 22 March 2026

MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

A joint R&D team, including MediaTek, Microsoft Research, and other suppliers, has developed a next-generation active optical cable...

Saturday 21 March 2026

Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era

Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The...

Friday 20 March 2026

Global top-3 memory maker status, 1Q26

The memory industry is expected to continue with bright prospects in 2026, driven by robust demand for AI, with the top-3 makers to start with new competition.

Friday 20 March 2026

Lumotive makes optical breakthrough, targets 10,000-port data centers

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone...

Friday 20 March 2026

Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials

DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...

Friday 20 March 2026

Nvidia and AWS strike massive GPU supply deal through 2027

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

Friday 20 March 2026

Commentary: Nvidia sees Groq as its next Mellanox

Since the start of 2026, Jensen Huang has twice drawn a striking parallel: likening a potential deal involving Groq to Nvidia's 2020 acquisition of Mellanox Technologies. He first...

Friday 20 March 2026

As NAND makers move on, MLC memory nears the end of the line

As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

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