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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 18 November 2025
The Intel-TSMC talent tug-of-war just escalated, now with a familiar name

When Dr. Wei-Jen Lo, the former senior vice president for corporate strategy development at TSMC, retired in July at the age of 75, many...

Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
Tuesday 18 November 2025
Dynamic Holding plans major expansion to tap AI demand in networking and server markets
Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific...
Tuesday 18 November 2025
Microsoft benefits from OpenAI tech sharing for ASIC development
Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully...
Tuesday 18 November 2025
Taiwan advances quantum computing race with dual platforms, 10-qubit chip by 1H26
Taiwan's Academia Sinica has unveiled its quantum chip fabrication platform (QC-Fab) and quantum computing test platform (QC-Test), marking a major step in the nation's push into...
Tuesday 18 November 2025
AUO's Hsinchu exit comes ahead of a major OLED supply shift in 2026
The wave of panel-factory shutdowns continues, with AUO Corp. confirming the sale of another facility. On November 14, the company said it will dispose of its Hsinchu L3C plant and...
Tuesday 18 November 2025
China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
Monday 17 November 2025
Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton...
Monday 17 November 2025
From oil to chip: China's Heshun Petro makes an unexpected US$220M leap into semiconductor IP
Hunan Heshun Petroleum Co. announced a controlling acquisition of MSquare Technology, a Shanghai-based semiconductor IP and chiplet-interconnect developer. The November 16, 2025,...
Monday 17 November 2025
AUO unveils 1Hz LTPS panel, expands into Micro LED and silicon photonics
AUO is accelerating its development of artificial intelligence hardware, unveiling what it claims is the world's first ultra-low-power LTPS display panel. The company is simultaneously...
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...
Sunday 16 November 2025
Ability Enterprise eyes new SoC development integrating neural network engine
Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across...
Saturday 15 November 2025
Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall...
Friday 14 November 2025
Advantech targets medical and robotics in edge AI
Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...