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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 7 January 2026
Marvell to acquire XConn to expand PCIe and CXL switching portfolio
Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up...
Wednesday 7 January 2026
Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
Wednesday 7 January 2026
Global top-3 memory maker status, 4Q25
Driven by the dual engines of HBM and general-purpose memory, the memory industry revenue will challenge US$300 billion in 2026.
Wednesday 7 January 2026
CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point
AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC,...
Wednesday 7 January 2026
CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI...

Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Wednesday 7 January 2026
CES 2026: Nvidia and AMD deliver underwhelming speeches
The day before the opening of the 2026 Consumer Electronics Show (CES 2026) in Las Vegas, Nvidia and Advanced Micro Devices (AMD) each held keynote speeches. Like Computex, Nvidia...
Wednesday 7 January 2026
LCD monitor panel prices rise alongside TV panels amid supply tightness
The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
Tuesday 6 January 2026
CES 2026: AMD enlists OpenAI and Fei-Fei Li to unveil new AI roadmap

AMD CEO Lisa Su kicked off the CES 2026 keynote sessions by establishing a singular, dominant theme: Artificial Intelligence. Taking the stage,...

Tuesday 6 January 2026
CES 2026: Intel's 18A Panther Lake narrows the gap between iGPUs and discrete graphics
At CES 2026, Intel unveiled its first mobile processor built on the 18A advanced process node, the Core Ultra Series 3, code-named Panther Lake. The launch marks Intel's first large-scale...
Tuesday 6 January 2026
Drone boom drives shift to higher-end flight controllers

Rising use of commercial drones in logistics, energy inspection, surveying, and infrastructure monitoring is reshaping demand for microcontrollers...

Tuesday 6 January 2026
CES 2026: Qualcomm unveils Dragonwing IQ10 robotics processor and general-purpose physical AI stack
Qualcomm Technologies introduced a next-generation robotics architecture at CES 2026, featuring the Dragonwing™ IQ10 Series processor for advanced industrial autonomous mobile...
Tuesday 6 January 2026
CES 2026: Nvidia unveils 'Vera Rubin' architecture with 10x cost efficiency, lays out roadmap to Kyber
Nvidia CEO Jensen Huang officially introduced the "Vera Rubin" platform at CES 2026 on January 6, 2026. The launch marks a pivotal shift in the company's hardware innovation cycle...
Tuesday 6 January 2026
Nvidia showcases end-to-end AI stack from deskside supercomputers to autonomous driving
At CES 2026, Nvidia unveiled a suite of AI innovations spanning data center, enterprise, robotics, and autonomous vehicles. Highlights include the Rubin six-chip AI platform, DGX...