Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 11 June 2026

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...

Thursday 11 June 2026

CPO delays may shift AI networking demand, not derail it

Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future...

Thursday 11 June 2026

MicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan

MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals...

Thursday 11 June 2026

Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year,...

Thursday 11 June 2026

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

Thursday 11 June 2026

PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric...

Wednesday 10 June 2026

Infineon and VinRobotics sign partnership to advance humanoid robot development

Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed...

Wednesday 10 June 2026

SuperAI Singapore: Frontier of AI shifts from model strength to deployment, cost, and applications

The frontier of AI is shifting from model training and accuracy to real-world deployment and other emerging factors, according to a panel held on June 10 comprising AI leaders in Asia...

Wednesday 10 June 2026

Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls

Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen...

Wednesday 10 June 2026

Apple's OLED MacBook push raises stakes for BOE and Samsung display race

Apple's anticipated adoption of OLED screens in MacBook Pro models is set to lift demand for notebook panels, as Samsung Display and BOE prepare to begin mass production of 8.6-generation...

Wednesday 10 June 2026

QBit Semiconductor to buy 60% of Singapore-based Sinchip to boost ASIC design services

QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets....

Wednesday 10 June 2026

COMPUTEX highlights a shift to prefabricated AI data centers

At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward...

Wednesday 10 June 2026

AI use in PCB manufacturing has gone mainstream, but scaling remains lagging

AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide...

Tuesday 9 June 2026

Nvidia unveils AI PC vision as Intel offers reflection instead of product news

Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil...

Tuesday 9 June 2026

PCL Technologies targets CPO as Penang plant nears completion

Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026....

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