Global supply chain: Key components

Key components news coverage

IN THE NEWS

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...

Monday 26 January 2026
Memory innovation demand urgent as startups and SMEs gain opportunities
The memory industry is currently facing significant demand shortfalls, bringing renewed attention to the long-developed concept of "compute-in-memory." Leading memory manufacturers...

Monday 26 January 2026
Cmsemicon enters NOR Flash with first SPI NOR chip, expands beyond MCUs
Cmsemicon Semiconductor has released its first low-power SPI NOR Flash chip series, marking the Shanghai-listed chip designer's initial entry into the non-volatile memory segment....

Monday 26 January 2026
LG Display pushes into glass interposers as Korean panel makers seek growth
LG Display is moving from research toward execution in the emerging glass interposer market, working with domestic glass-processing partners to apply its display manufacturing experience...

Monday 26 January 2026
How rising memory prices are reshaping the smartphone supply chain
As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

Monday 26 January 2026
IT applications show potential for OLED DDI adoption, but upgrade pace remains slow
Introducing OLED technology into IT applications has been on the rise over the last couple of years, and display driver IC (DDI) companies expect this segment to provide new incremental...

Monday 26 January 2026
MIPS expands RISC-V processor platform with ARC IP integration
MIPS is repositioning itself within the RISC-V ecosystem following the integration of the ARC Processor IP business acquired from Synopsys,...

Monday 26 January 2026
MIPS accelerates S8200 RISC-V NPU timeline
MIPS has accelerated the development timeline of its S8200 neural processing unit, a RISC-V–based NPU designed for real-time, low-latency...

Monday 26 January 2026
Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.

Monday 26 January 2026
India roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
With Micron's ATMP facility moving into commercial production and fresh investments from domestic players, India's semiconductor push is gaining firmer footing. However, despite its...

Sunday 25 January 2026
Nvidia's China AI chip share falls to 8% as local rivals ramp up
Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

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