Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 3 March 2026

Nvidia invests in Lumentum to advance AI optics technology

Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...

Monday 2 March 2026

Renesas names new India president to accelerate growth amid fierce engineering talent competition

Renesas has named two senior executives to lead its businesses in India and China, moves the company says are intended to accelerate growth in those markets.

Monday 2 March 2026

AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute

AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...

Monday 2 March 2026

DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

Monday 2 March 2026

Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...

Monday 2 March 2026

Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband

A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...

Monday 2 March 2026

Google signs multibillion-dollar AI chip deal with Meta to escalate Nvidia rivalry

According to The Information, Meta has signed a multibillion-dollar, multi-year agreement to rent artificial intelligence chips from Google, marking a significant shift in...

Monday 2 March 2026

Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact

AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...

Monday 2 March 2026

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

Monday 2 March 2026

Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMD

Meta's push to design its own AI chips has reportedly hit major technical and strategic setbacks, forcing the company to scrap its most...

Monday 2 March 2026

iPhone Fold reportedly cuts crease depth to one-quarter of rivals, thanks to Samsung Display OLED breakthrough

Apple has placed key display panel orders for its first foldable smartphone, widely referred to as the iPhone Fold, targeting a crease depth below 0.15mm. The device is positioned...

Monday 2 March 2026

Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure

At Mobile World Congress (MWC), Nvidia said it and leading operators and infrastructure providers, including Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia,...

Monday 2 March 2026

India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise,...

Monday 2 March 2026

Nvidia's Vera Rubin platform faces HBM4, cooling, and software hurdles ahead of ramp

Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both...

Saturday 28 February 2026

BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push

China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED...

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