Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 17 December 2025

Nvidia H200 volatility disrupts China's SOE compute strategy

China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...

Wednesday 17 December 2025

Commentary: Intel's SambaNova move signals AI chip consolidation era

Intel is reportedly seeking to acquire SambaNova, a prominent AI inference chip specialist. The deal has a high probability of closing, primarily due to a significant governance alignment:...

Tuesday 16 December 2025

China taps MetaX GPUs to advance brain-inspired AI beyond big models

For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power...

Tuesday 16 December 2025

Intel deepens policy alignment with executive reshuffle following US government investment

Intel has announced several key executive appointments, including Robin Colwell, former deputy director of the US National Economic Council under US President Donald Trump, as senior...

Tuesday 16 December 2025

China's BOE fast-tracks 8.6G OLED expansion, closing in on Korean rivals

China's BOE Technology is rapidly advancing its 8.6-generation IT OLED production, signaling an aggressive push to close the gap with South Korean rivals. Reports indicate the company...

Tuesday 16 December 2025

Dolphin Semiconductor shifts toward platform-led, mixed-signal IP in HCLTech collaboration

French semiconductor IP vendor Dolphin Semiconductor said its collaboration with HCLTech reflects growing demand for pre-optimized, platform-based system-on-chip development, as energy...

Tuesday 16 December 2025

Baidu's Kunlunxin spinoff mirrors Google's TPU playbook

Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...

Tuesday 16 December 2025

Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration

Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with...

Tuesday 16 December 2025

OLED demand surges, lifting South Korea's display makers to record outlook

The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are...

Tuesday 16 December 2025

SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond...

Tuesday 16 December 2025

South Korea lures global chip capital at COMEUP 2025 as Middle East investors step in

South Korea is emerging as a focal point for global semiconductor investment as domestic AI chip startups attract growing interest from...

Monday 15 December 2025

Unitech aims for 20% revenue from SE Asia LEO orders in 2026

Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand...

Monday 15 December 2025

Qualcomm sharpens RISC-V influence with Ventana acquisition

Qualcomm's acquisition of Ventana Micro Systems signals a clear push to deepen its commitment to RISC-V and accelerate the maturation of the surrounding ecosystem.

Monday 15 December 2025

TASC partners with Itochu Taiwan to deepen compound semiconductor and smart medical ventures

Taiwan-Asia Semiconductor Corporation (TASC) is advancing its layout in compound semiconductors and non-invasive blood glucose monitoring technology through the signing of a memorandum...

Monday 15 December 2025

Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand

Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba...

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