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    Global supply chain: Key components
    Key components news coverage
    IN THE NEWS
    Tuesday 3 February 2026
    China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

    US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial...

    Tuesday 3 February 2026
    Rising memory prices add cost pressures for IC design houses
    Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...
    Tuesday 3 February 2026
    C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment
    Semiconductor and printed circuit board (PCB) equipment maker C Sun announced plans to invest approximately NT$1.48 billion (US$46.87 million) to acquire a nearly 3,000-ping (106,750...
    Tuesday 3 February 2026
    NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
    NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
    Tuesday 3 February 2026
    Realtek, MediaTek, Airoha increase prices in response to OSAT and memory price hikes
    Rising prices are no longer limited to upstream materials and PCBs; surging memory costs have further pushed up supply chain expenses, prompting synchronized responses across wafer...
    Tuesday 3 February 2026
    Qualcomm, MediaTek, Apple dominate smart glasses processor race
    Competition in the smart glasses market is heating up, with startups launching new products in rapid succession and major consumer electronics brands preparing to enter the space.
    Tuesday 3 February 2026
    Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
    Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...
    Monday 2 February 2026
    Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase
    Jensen Huang, the CEO of the world's most valuable chipmaker, departed Taiwan for Houston tonight on Monday with a clear message for the tech world: The AI race is accelerating, and...
    Monday 2 February 2026
    Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand
    Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...
    Monday 2 February 2026
    Taiwan PCB makers vie for AI server market with new 2026 capacity
    As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...
    Monday 2 February 2026
    Chinese panel cuts push LCD TV prices higher in February
    The first half of 2026 is packed with events, including the Super Bowl, tax season, the FIFA World Cup, and the Lunar New Year holiday. TV brands have therefore moved forward with...
    Monday 2 February 2026
    Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit
    Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...
    Monday 2 February 2026
    India roundup: EU and India concludes FTA amid global trade disruption
    After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.
    Sunday 1 February 2026
    The AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom
    Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant....
    Saturday 31 January 2026
    Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

    Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

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