Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 28 January 2026

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...

Wednesday 28 January 2026

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...

Wednesday 28 January 2026

TI accelerates capacity push, shrugs off memory shortages

Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...

Tuesday 27 January 2026

The end of the copper age? Lightmatter builds an alliance to power the optical future

In a major coordinated push to reshape high-performance computing, Lightmatter has announced strategic collaborations with Global Unichip Corp....

Tuesday 27 January 2026

Taiwanese chipmakers eye Europe and US as visual AI market in China gets saturated

Taiwanese semiconductor companies specializing in visual AI technologies are pivoting away from the Chinese market, increasingly focusing on Europe and the US amid growing challenges...

Tuesday 27 January 2026

US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say

Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement...

Tuesday 27 January 2026

Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin

Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...

Tuesday 27 January 2026

TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift

The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.

Tuesday 27 January 2026

Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026

Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says

Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...

Tuesday 27 January 2026

Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion

Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...

Tuesday 27 January 2026

Commentary: Behind the scenes of Jensen Huang's China trip

While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.

Tuesday 27 January 2026

Microsoft launches Maia 200 AI chip, mass production progress draws attention

Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes...

Monday 26 January 2026

Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...

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