Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 9 March 2026

Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan

Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...

Monday 9 March 2026

LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up

The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like...

Monday 9 March 2026

US weighs global AI chip export licensing to curb third-country diversion

The White House is reportedly drafting a new regulatory framework that would tighten US oversight of global AI chip exports. This move could reshape how advanced computing power is...

Monday 9 March 2026

AW 2026: Advantech sees a way out of physical AI's 'chaos'

As the industry makes strides toward physical AI, Advantech is asserting its role as not only a hardware provider but as a vital architectural bridge between global silicon giants...

Monday 9 March 2026

Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

Monday 9 March 2026

RichWave sees steady Wi-Fi 7 demand despite 4Q25 revenue dip, Wi‑Fi 8 eyed for 2028 rollout

RF front-end supplier RichWave reported at an investor briefing on March 6 that steady demand for Wi-Fi 7 coincided with a slight sequential revenue decline in the fourth quarter of...

Monday 9 March 2026

Weekly news roundup: TSMC probe, AI boom, and memory price surge

Below are the most-read DIGITIMES Asia stories from the week of March 2 - March 8, 2026.

Monday 9 March 2026

India roundup: Japan, South Korea deepen push as semiconductor and tech investments expand

Japanese and South Korean firms are expanding their presence in India as the country strengthens its semiconductor and technology ecosystem. Rohm has partnered with Suchi Semicon for...

Monday 9 March 2026

LCD TV panel prices rise in 1Q26 as demand stays strong

After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel...

Monday 9 March 2026

LCD monitor panel prices to rise in March 2026 as notebook panel declines slow

As LCD TV panel prices climb, LCD monitor panel prices have also seen a modest rebound. Although brand vendors are placing orders at different rates, overall demand for LCD monitors...

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...

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