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Global supply chain: Key components
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Friday 11 July 2025
SiPearl raises EUR130 million to mass-produce Rhea1 chip with TSMC, advancing Europe's AI and HPC goals
French microprocessor startup SiPearl has secured EUR130 million (US$152.53 million) in a Series A funding round, with investors including Taiwan's Cathay Venture Inc. The company...
Friday 11 July 2025
Innolux completes management overhaul as plant closure accelerates
Taiwan's Innolux has completed a senior management restructuring following the departure of key executives, with the company accelerating plans to close its fifth-generation display...
Friday 11 July 2025
China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns
The Chinese government has been vigorously promoting the "trade-in" subsidy policy since the second half of 2024, positioning it as a key tool to stimulate consumption and stabilize...
Friday 11 July 2025
Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up
Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...
Friday 11 July 2025
Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is...

Friday 11 July 2025
Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race
Seoul-based AI chip startup Rebellions is moving fast to stake its claim as South Korea's top domestic supplier of artificial intelligence (AI) semiconductors. The company is ramping...
Thursday 10 July 2025
Jim Keller: US restrictions only accelerate China's chip development
As the global semiconductor competition intensifies, Silicon Valley chip guru and Tenstorrent CEO Jim Keller has shared exclusive insights on China's chip market, export restrictions,...
Thursday 10 July 2025
Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea
Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major...
Thursday 10 July 2025
China's EDA shakeup stalls as Empyrean nixes Xpeedic deal

Empyrean Technology, one of China's top electronic design automation (EDA) vendors, announced on July 9 that it has terminated its proposed...

Thursday 10 July 2025
TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling
The global supply of CoWoS, or Chip-on-Wafer-on-Substrate, is tightening as demand for high-performance computing chips in AI applications continues to surge. These chips are simultaneously...
Thursday 10 July 2025
MediaTek bets on India for global automotive growth, targets 20% deployment share
MediaTek is intensifying its focus on India's fast-growing automotive market, with the company projecting the country will contribute 20% of its global automotive platform deployments...
Thursday 10 July 2025
Foldable smartphone market awaits Apple's entry as growth stalls
Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...
Thursday 10 July 2025
Taiwan-Germany academic collab reportedly finalizes semiconductor research projects
Taiwan and Germany reportedly have finalized the semiconductor research projects that their academics will be collaborating on from 2026 to 2029.
Wednesday 9 July 2025
How China's trade-in policy is reviving South Korea's 8‑inch chip sector
In the escalating US-China tensions, China's aggressive drive to boost domestic semiconductor production—coupled with a sweeping "trade-in" subsidy program—has led to...
Wednesday 9 July 2025
IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers
IBM has introduced its latest Power11 enterprise servers in Germany, featuring the Spyre accelerator chip designed for AI inference. The chip is manufactured using Samsung Electronics'...