Global supply chain: Key components

Key components news coverage

IN THE NEWS

Sunday 8 March 2026

Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Saturday 7 March 2026

The long game of Rick Tsai: from TSMC’s darkest hour to the AI era

In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the...

Friday 6 March 2026

Apple's US$599 MacBook Neo uses A18 Pro, partly due to supply constraints

Apple's newly introduced MacBook Neo, a low-cost laptop priced from US$599, uses the A18 Pro chip instead of the newer A19 Pro, according...

Friday 6 March 2026

Nvidia's LPU push could reshape inference economics as OpenAI signals major buy

Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing...

Friday 6 March 2026

Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment

Samsung Display (SDC) reportedly received over KRW500 billion (approx. US$340 million) in patent royalties from leading Chinese panel maker BOE in the fourth quarter of 2025, which...

Friday 6 March 2026

Hormuz tensions test Taiwan's energy security as government scrambles to shield chip industry

While the global economy pins its growth hopes on the rapid scaling of artificial intelligence (AI), the physical foundation of that technology is currently facing an existential threat...

Friday 6 March 2026

Taiwan refocuses nearly US$9.5bn chip program on drone, robotics and LEO satellite chips

US and Israeli strikes on Iran have sharply raised tensions in the Middle East. The operation seeks to weaken Iran's military capability and reshape the regional balance, but with...

Friday 6 March 2026

South Korean OLED materials firm Lordin plans India expansion amid Chinese competition

South Korean OLED materials developer Lordin plans to seek a technology-special listing in the first half of 2027, with a US$25 million fundraising round targeted for completion in...

Friday 6 March 2026

Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy

On February 28, Hangzhou convened an AI development summit at the Hangzhou Civic Center aimed at positioning the city as China's leading...

Thursday 5 March 2026

UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value

With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He...

Thursday 5 March 2026

Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors

Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last...

Thursday 5 March 2026

PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

Thursday 5 March 2026

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...

Thursday 5 March 2026

Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

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