Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 3 February 2026

Qualcomm, MediaTek, Apple dominate smart glasses processor race

Competition in the smart glasses market is heating up, with startups launching new products in rapid succession and major consumer electronics brands preparing to enter the space.

Tuesday 3 February 2026

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...

Monday 2 February 2026

Jensen Huang tees up Computex—and signals the AI race is entering a tougher phase

Jensen Huang, the CEO of the world's most valuable chipmaker, departed Taiwan for Houston tonight on Monday with a clear message for the tech world: The AI race is accelerating, and...

Monday 2 February 2026

Microsoft cuts Maia 200 chip costs by 30% amid GPU shortage and strong demand

Microsoft reported better-than-expected revenue and profit for its fiscal second quarter 2026, but concerns linger over slowing cloud growth. Despite expanding capital expenditure...

Monday 2 February 2026

Taiwan PCB makers vie for AI server market with new 2026 capacity

As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...

Monday 2 February 2026

Chinese panel cuts push LCD TV prices higher in February

The first half of 2026 is packed with events, including the Super Bowl, tax season, the FIFA World Cup, and the Lunar New Year holiday. TV brands have therefore moved forward with...

Monday 2 February 2026

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...

Monday 2 February 2026

India roundup: EU and India concludes FTA amid global trade disruption

After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.

Sunday 1 February 2026

The AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom

Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant....

Saturday 31 January 2026

Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

Saturday 31 January 2026

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

Saturday 31 January 2026

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Saturday 31 January 2026

Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former...

Friday 30 January 2026

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

China has given its leading AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reut...

Friday 30 January 2026

Alibaba, Baidu advance IPO plans for AI chip subsidiaries

China's two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as...

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