Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 7 August 2025

Shipments of high-end AI accelerators, 2025

High-end cloud AI accelerator shipments will exceed 10 million units in 2025, with Nvidia facing growing pressure as Huawei and AWS rise.

Thursday 7 August 2025

Samsung Display wins first MacBook order, BOE eyes iPads

As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...

Thursday 7 August 2025

Huawei's HiSilicon moves upstream with Zhuque AI display chips, pressuring Novatek and Raydium

Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display...

Thursday 7 August 2025

Nvidia's hiring plans intensify Taiwan's semiconductor talent crunch

At the 2025 COMPUTEX in Taipei, Nvidia CEO Jensen Huang announced plans to establish the company's Taiwan headquarters, dubbed "Nvidia...

Thursday 7 August 2025

Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths

Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...

Thursday 7 August 2025

AP Memory optimistic on IoTRAM and IPC growth despite FX losses

Memory IC design house AP Memory reported a net loss for the second quarter of 2025, due to approximately NT$980 million (US$32.7 million) in foreign exchange losses caused by the...

Thursday 7 August 2025

UALink, Broadcom spar over Ethernet's role in AI

Despite Nvidia's absence at the 2025 OCP APAC Summit, rival factions within the anti-NVLink camp clashed over competing interconnect strategies for next-generation AI infrastructure...

Thursday 7 August 2025

China smartphone AP shipments, 2Q 2025

Smartphone AP shipments to Chinese brands are estimated to rise only 3.9% year-over-year in the third quarter of 2025 because of inventory adjustments.

Thursday 7 August 2025

TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike

As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...

Thursday 7 August 2025

Broadcom’s Jericho4 extends AI networking beyond 100km

Broadcom has begun shipping its new Jericho4 Ethernet fabric router, a high-performance platform designed to meet the growing demands of distributed artificial intelligence (AI) in...

Wednesday 6 August 2025

Chiplet ecosystem gains momentum with Intel, TSMC, MediaTek backing

Leading semiconductor companies called for stronger adoption of open chiplet standards at the OCP APAC Summit 2025 in Taipei, highlighting...

Wednesday 6 August 2025

Monitor & NB panel prices remain stable through August

Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.

Wednesday 6 August 2025

Transcom's entry into Taiwan's advanced military projects boosted by certification

Gallium arsenide (GaAs), gallium nitride (GaN), and Monolithic Microwave Integrated Circuit (MMIC) power amplifier (PA) specialist Transcom announced on July 31, 2025, that it has...

Wednesday 6 August 2025

Goldkey eyes growth momentum in 2H25 by capturing AI edge memory market

Memory module manufacturer Goldkey transitioned from the emerging stock market to a listed company, achieving revenue of NT$3.163 billion (US$105.5 million) in the first half of 2025,...

Wednesday 6 August 2025

Infineon Technologies AG optimistic about semiconductor market outlook, raises 2025 fiscal year performance forecast

Infineon Technologies AG, the German semiconductor manufacturer, reported flat revenue and lower net profits for the third quarter of fiscal year 2025 compared to last year. Despite...

2/1872 pages