Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 3 June 2025

TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses

The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$)...

Tuesday 3 June 2025

AUO's pivot to microLED signals long-term shift in display strategy

At AUO's annual shareholder meeting on May 28, a small shareholder referenced a quote from the late Chi Mei Group founder Wen-lung Hsu:...

Tuesday 3 June 2025

HannStar reports loss for 2024, steps up transition to niche market applications

HannStar Display, a Taiwanese panel maker catering mainly to the small- to medium-size market segment, has reported a net loss of NT$5.325 billion (US$178 million) for 2024. The company...

Tuesday 3 June 2025

US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains

Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple...

Tuesday 3 June 2025

Modem independence proves elusive as Apple and Xiaomi grapple with custom designs

Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests...

Monday 2 June 2025

Xiaomi's XRing O1 stirs 'self-developed' chip debate with Arm DNA and custom AI engines

Xiaomi Chairman Lei Jun unveiled the company's debut in-house mobile SoC, the XRing O1, on May 22, calling it Xiaomi's "first answer sheet" in semiconductor design. Built on TSMC's...

Monday 2 June 2025

EDA cutoff lays bare China's design fragility in advanced semiconductors

China's semiconductor sector is reeling from reports that Siemens EDA has been instructed by the US Bureau of Industry and Security (BIS)...

Monday 2 June 2025

Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious

The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented...

Monday 2 June 2025

Nvidia sees US$8B revenue shortfall as China sales crater, turns to Shanghai R&D for strategic hold

Nvidia revealed on May 29 its fiscal 2026 second-quarter revenue forecast of US$45 billion, with a margin of error of plus or minus 2%.

Monday 2 June 2025

Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn

When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began...

Monday 2 June 2025

Nvidia revenue jumps 69% despite China chip ban costs

Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...

Monday 2 June 2025

US enforces case-by-case EDA curbs: China's chip design pipeline faces precision choke

The US Department of Commerce (DOC) is tightening export restrictions on electronic design automation (EDA) software for China, shifting from broad bans to case-by-case licensing...

Monday 2 June 2025

Weekly news roundup: Huawei's 5nm PC, Wolfspeed's SiC crisis, and China's export chokehold

These are the most-read DIGITIMES Asia stories from May 26 to June 1. Top highlights include Huawei's 5nm HarmonyOS PC as a milestone in China's chip self-sufficiency, Wolfspeed's...

Monday 2 June 2025

Ex-TI, Intel, AMD executives launch AI chip startups in India as government pushes chip design

A wave of senior executives from global semiconductor giants such as Intel, AMD, and Texas Instruments (TI) are striking out on their own to launch AI chip startups in India, seeking...

Monday 2 June 2025

US plans wider China tech sanctions with subsidiary crackdown

The Trump administration plans to broaden restrictions on China's tech sector with new regulations to capture subsidiaries of companies under US curbs.

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