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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 19 March 2026
Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan
Nvidia's GTC 2026 is well underway, with the event reaching a record scale as among the major annual events in the AI landscape. Despite a packed schedule, CEO Jensen Huang attended...
Thursday 19 March 2026
Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era
The 2026 Nvidia GTC keynote signaled a clear industry shift toward inference. CEO Jensen Huang declared that "training is just the beginning — inference is the core battleground...
Thursday 19 March 2026
Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
Thursday 19 March 2026
Chip price surge in 2Q26 shifts cost pressure to end markets
As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...
Thursday 19 March 2026
Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support
Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.
Thursday 19 March 2026
AMD deepens ties with Naver in bid to expand AI infrastructure
Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
Thursday 19 March 2026
Nvidia adopts Groq to tackle AI inference and expand global reach
At its annual GTC conference in San Jose, Nvidia unveiled a major shift in its AI hardware strategy: integrating technology from AI chip startup Groq to address growing demand in AI...
Thursday 19 March 2026
How Hwaseong became South Korea's semiconductor supply-chain capital
The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
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...