Nvidia CEO Jensen Huang said the company’s share of China’s data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country’s AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.

Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple’s exclusive partner for more than a decade.

The global broadband customer premises equipment market entered a bottoming-and-rebound phase in 2026 after a prolonged inventory correction. Still, Taiwan networking vendors are losing ground as their shipments move out of step with broader market trends, according to a DIGITIMES Research report. The divergence carries implications for market share, pricing power, and supply-chain exposure.