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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 10 March 2026
Phison says NAND prices jumped 50% overnight as supply crunch continues
NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
Tuesday 10 March 2026
South Korea warns Middle East conflict could disrupt chip supply chain
South Korea has warned that the escalating conflict in the Middle East involving the US, Israel, and Iran could disrupt supplies of key semiconductor manufacturing materials, raising...
Tuesday 10 March 2026
BOE capex slowdown raises concerns for Korean display equipment suppliers
Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...
Monday 9 March 2026
China warns Nexperia dispute could trigger new global chip shortage
China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...
Monday 9 March 2026
Japan reportedly weighs US display plant with JDI to counter China's LCD dominance
Japan is in talks with Japan Display Inc. (JDI) to include a US display factory in a broader US$550 billion investment package for the US, a move aimed partly at reducing reliance...
Monday 9 March 2026
South Korea's IC design moves to bridge demand and local foundries
Despite holding a dominant position in the memory chip industry, South Korea's system semiconductor ecosystem remains underdeveloped, with the country's IC design market share at only...
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...