Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 2 March 2026

DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

Monday 2 March 2026

Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...

Monday 2 March 2026

Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband

A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...

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...

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