Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 2 March 2026

Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry

According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...

Monday 2 March 2026

Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact

AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...

Monday 2 March 2026

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

Monday 2 March 2026

Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most...

Monday 2 March 2026

iPhone Fold reportedly cuts crease depth to one-quarter of rivals, thanks to Samsung Display OLED breakthrough

Apple has placed key display panel orders for its first foldable smartphone, widely referred to as the iPhone Fold, targeting a crease depth below 0.15mm. The device is positioned...

Monday 2 March 2026

Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure

At Mobile World Congress (MWC), Nvidia said it and leading operators and infrastructure providers, including Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia,...

Monday 2 March 2026

India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise,...

Monday 2 March 2026

Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp

Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...

Saturday 28 February 2026

BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push

China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED...

Friday 27 February 2026

Chart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established...

Friday 27 February 2026

SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s...

Thursday 26 February 2026

The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor

A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored...

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

Malaysia probes Arm deal amid seizures, arrests and political fallout

The Malaysian Anti-Corruption Commission is probing the MYR1.11 billion (US$250 million) agreement with UK-based Arm Holdings amid seizures, arrests, and political fallout. The government...

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