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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 1 September 2025
Taiwan's aging panel fabs face extinction as industry shifts
Innolux recently decided to close its fifth-generation fab, while AUO is also implementing a replacement plan. Industry insiders predict that all fifth-generation and below panel...
Monday 1 September 2025
TPCA Show to kick off in October with Unimicron chair as keynote speaker
The technology supply chain will gather for a series of exhibitions in the second half of 2025, including Taiwan's major PCB industry event, the TPCA Show, which will take place from...
Monday 1 September 2025
Rapidus 2nm chip matches TSMC's logic density, outpaces Intel in performance

Rapidus is preparing to launch its most advanced chip yet, a 2nm process called "2HP," that could put it nearly on par with TSMC's N2...

Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return...
Monday 1 September 2025
APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026
Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module...
Monday 1 September 2025
Intel receives US$5.7B government investment; shareholding deal still under negotiation
Intel CFO David Zinsner recently revealed that the company has received a US$5.7 billion subsidy from the US government under the CHIPS and Science Act. This funding is part of an...
Monday 1 September 2025
Weekly news roundup: Intel revives AI chip fight with Jaguar Shores; Samsung may invest in Intel packaging push
Below are the top DIGITIMES Asia stories from August 25 to 31, 2025.
Monday 1 September 2025
TSMC to raise foundry prices by 5-10% across advanced nodes in 2026
TSMC plans to increase foundry prices for its advanced semiconductor processes by approximately 5% to 10% in 2026, according to sources in the IC design industry.
Monday 1 September 2025
Cambricon's second act: From Huawei's castoff to China's AI hopeful
China's Cambricon Technologies, a leading domestic AI chip startup, has endured a turbulent rise marked by the brilliance of its founding brothers and the pressure of shifting geopolitics...
Monday 1 September 2025
India roundup: Modi turns US 50% tariff blow into reform push
The US's 50% tariff on India took effect on August 27, dealing a blow to Indian exporters. India's semiconductor push is gaining traction.
Friday 29 August 2025
Hybrid models, local servers, and Netweb's role in India's AI ecosystem
India's ambition to become a trillion-dollar digital economy is creating demand for AI infrastructure that can support both rapid experimentation and cost efficiency.
Friday 29 August 2025
VeriSilicon to buy RISC-V pioneer Nuclei, shares halted in Shanghai
VeriSilicon Microelectronics (Shanghai), China's top semiconductor IP and custom chip design service provider, said on August 28 that it will acquire Nuclei System Technology, a Shanghai-based...
Friday 29 August 2025
IBM and AMD partner on quantum-centric supercomputing to advance next-generation computing
IBM and AMD announced plans to develop next-generation computing architectures that combine quantum computers with high-performance computing (HPC), a concept known as quantum-centric...
Friday 29 August 2025
Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...
Friday 29 August 2025
Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue
Macnica Anstek, Japan-based Macnica's subsidiary in Taiwan, reported rising orders supported by recovery in industrial control and automated test equipment (ATE) markets, alongside...