Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 18 March 2026

China price competition hits Samsung Display shipments while Korean OLED makers regain share

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening...

Wednesday 18 March 2026

Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal

Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...

Wednesday 18 March 2026

Taiwan on track to outpace China's growth again in 2026

Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace...

Tuesday 17 March 2026

Hon Precision raises AI chip test capacity plan by 40% amid surging demand

Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...

Tuesday 17 March 2026

Nvidia GTC 2026: Nvidia unveils NemoClaw to accelerate autonomous agent deployment on OpenClaw

Nvidia today announced the Nvidia NemoClaw stack, a specialized software suite designed for the OpenClaw agent platform that enables users to deploy autonomous AI agents with a single...

Tuesday 17 March 2026

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

Tuesday 17 March 2026

Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...

Tuesday 17 March 2026

Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars

Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...

Tuesday 17 March 2026

Samsung Electronics reports shifts in raw material costs and production output in fiscal 2025

Samsung Electronics has released comprehensive operational data for fiscal 2025, revealing a complex picture of shifting raw material costs and high production efficiency. Despite...

Tuesday 17 March 2026

How Nvidia and Taiwan's co-engineering pact is fueling a US$1 trillion token economy

The air inside the SAP Center carried more than just Silicon Valley anticipation. There was a distinct sense of historical gravity as Jensen Huang took the stage for GTC 2026.

Tuesday 17 March 2026

Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia

Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs...

Tuesday 17 March 2026

Nvidia signals trillion dollar infrastructure shift at GTC 2026 keynote

During the GTC 2026 keynote, Nvidia CEO Jensen Huang detailed a massive shift toward agentic AI and specialized token factories. Huang projected at least a trillion dollars in infrastructure...

Tuesday 17 March 2026

Nvidia GTC 2026: The agentic AI era arrives via full-stack infrastructure, open models, and simulation blueprints

Nvidia CEO Jensen Huang declared the arrival of the "agentic AI inflection point" at the company's GTC 2026 conference, unveiling a vast ecosystem of hardware, software, and industrial...

Monday 16 March 2026

ASML layoffs stall, leaving workers in limbo

Dutch semiconductor equipment maker ASML announced in late January 2026 plans to cut 1,700 management positions — about 4% of its global workforce — primarily affecting...

Monday 16 March 2026

Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry...

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