Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 12 December 2025

Broadcom confirms fifth ASIC customer as custom AI chip business doubles

Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...

Friday 12 December 2025

MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand

MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...

Friday 12 December 2025

LCD TV panel market defies 4Q25 slowdown on 2026 demand bets

As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...

Thursday 11 December 2025

Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case

Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture...

Thursday 11 December 2025

EU court cuts Intel antitrust fine to about EUR237 million

Intel has secured a reduction of nearly EUR140 million (approx. US$163.7 million) in its remaining EU antitrust penalty, though the bloc's second-highest court upheld the finding...

Thursday 11 December 2025

MediaTek reports November revenue decline but maintains positive annual growth outlook

Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion (approx. US$1.51 billion), reflecting a 9.86% decrease from October but a 3.65% increase...

Thursday 11 December 2025

Commentary: China's PCB edge survives G2 decoupling

As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling...

Thursday 11 December 2025

SK Hynix reaps largest benefits from H200 export approval

US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting Samsung Electronics and SK Hynix. iNews24 and IT Chosun reported that...

Thursday 11 December 2025

Qualcomm acquires Ventana Micro Systems to strengthen RISC-V CPU capabilities

Qualcomm has acquired Ventana Micro Systems Inc., a move aimed at bolstering its capabilities in the RISC-V instruction set architecture (ISA) and custom CPU development. The acquisition...

Thursday 11 December 2025

Ta Liang PCB and advanced packaging orders surge, equipment lead times hit 6 months

PCB and semiconductor equipment manufacturer Ta Liang Technology reported a surge in orders as AI chip and AI server demand solidifies. Customers have been investing to expand capacity,...

Wednesday 10 December 2025

Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

Wednesday 10 December 2025

Huawei's chip breakthrough prompts US to relax AI export controls

Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia's H200 AI chips to China is Huawei's rapid rise in AI computing. Bloomberg cites...

Wednesday 10 December 2025

Nvidia H200 clearance paves the way for HBM3E in China

The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted...

Wednesday 10 December 2025

Google TPU gains test Nvidia's lead, but the GPU ecosystem still rules

Google's latest TPU gains have rattled the AI hardware market, but IC distributors maintain that Nvidia's GPU-led ecosystem still sets the benchmark for modern AI compute. TPUs may...

Wednesday 10 December 2025

Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters...

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