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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Saturday 25 October 2025
PCB makers urged to stay in Taiwan as geopolitical risks mount
The global AI wave is driving a "golden decade" for the printed circuit board (PCB) industry, sparking revolutionary innovations in design, manufacturing, and materials that accelerate...
Saturday 25 October 2025
Intel sees progress in foundry push, but supply strains linger
Intel Corporation's leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies...
Saturday 25 October 2025
Intel reaffirms 14A, deepens Nvidia alliance
Intel Corporation moved to dispel speculation over the possible discontinuation of its 14A process technology during its third-quarter 2025 earnings call, affirming that development...
Saturday 25 October 2025
Intel returns to profit as foundry business loss narrows
On October 24, Intel reported a return to profitability in the third quarter of 2025, posting net income of US$4.06 billion compared with a loss of US$2.92 billion in the previous...
Friday 24 October 2025
Samsung CTO: Cross-disciplinary collaboration key to semiconductor innovation
Silicon transistors are approaching their physical limits, and AI is increasing demand for higher density, performance, and energy efficiency. Advanced packaging and bonding technologies...
Thursday 23 October 2025
Global top-3 memory maker status, 3Q25
SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products.
Thursday 23 October 2025
Samsung, SK Hynix race to build US chip capacity
As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
Taiwan dispels US investment relocation fears
Taiwan's top economic and technology officials have dismissed concerns that the island's semiconductor ecosystem investments in the US represent industrial relocation. The pushback...
Thursday 23 October 2025
Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom
As artificial intelligence (AI) and high-performance computing (HPC) lead a new industrial revolution in the PCB sector, Taiwanese giants Zhen Ding Tech (ZDT) and Unimicron are optimistic...
Thursday 23 October 2025
Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB integration
Tongtai and Contrel are focusing on the convergence of semiconductors and PCBs in advanced TGV packaging. Taiwanese companies aim to lead in this area, as Tongtai seeks profitability...
Thursday 23 October 2025
MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai
MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have...
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Thursday 23 October 2025
TPCA Show 2025 highlights AI-driven PCB industry revolution
The 26th Taiwan Printed Circuit Association Show (TPCA Show 2025) officially opened on October 22, 2025. During the event, Unimicron chairman Tzyy-Jang Tseng delivered a keynote speech...
Thursday 23 October 2025
Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer
Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...