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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 29 December 2025
Drone boom lifts Taiwan's communication and chip suppliers
The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second...
Monday 29 December 2025
AI supercycle and replacement demand support Foxconn's growth in 2026
Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...
Monday 29 December 2025
Weekly news roundup: AMD lands Alibaba chip deal as US probes Nvidia buyers, ASML keeps lithography lead
These are the most-read DIGITIMES Asia stories in the week of December 22 to December 29, 2025.
Monday 29 December 2025
Silicon photonics set to make commercial breakthrough in 2026
Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics...
Monday 29 December 2025
Guoxin Micro and CATL form joint venture to spin off automotive chip business
Chinaese semiconductor supplier Guoxin Micro has moved to spin off its automotive controller chip business into a new company. It has brought in a CATL subsidiary as a strategic shareholder...
Monday 29 December 2025
Display industry reshaped in 2025: Korean players quit LCD, Taiwan commercializes microLED
In 2025, the global display industry will undergo a major shift as South Korea exits LCD production and strengthens its OLED patent lead. China gains dominance over LCD capacity and...
Sunday 28 December 2025
South Korea's AI chips struggle beyond cost advantage
South Korea's drive to build a domestic artificial intelligence semiconductor industry is hitting a key constraint. Despite gains in power efficiency and pricing, industry executives...
Sunday 28 December 2025
TorchTPU collaboration makes software compatibility the new AI hardware battleground
Google is advancing its TorchTPU initiative to optimize PyTorch performance on its proprietary TPU chips, as reported by Reuters. This effort, undertaken in collaboration...
Saturday 27 December 2025
Chipbond finds new growth engine in silicon photonics
With panel industry demand remaining weak, display driver IC testing and packaging specialist Chipbond is pursuing a second growth engine and has formally entered the silicon photonics...
Saturday 27 December 2025
EV slump hits Taiwan's auto PCB suppliers
Taiwan's automotive printed circuit board suppliers are facing mounting shipment pressure as global vehicle demand remains weak into early 2025, with consumers and automakers hesitating...
Friday 26 December 2025
AMD wins major Alibaba MI308 chip order to challenge Nvidia H200
Nvidia CEO Jensen Huang recently received US President Donald Trump's approval for the H200 to return to the China market. Shipments to Chinese customers were reportedly fast-tracked...
Friday 26 December 2025
MediaTek and DENSO team up to develop custom automotive SoC for advanced driver-assistance systems
MediaTek and DENSO said they have entered into a joint development effort to create a custom automotive system-on-chip (SoC) for advanced driver-assistance systems (ADAS) and in-vehicle...
Friday 26 December 2025
Egis Technology Group outlines dual cloud and edge AI strategy targeting 2026 results
Egis Technology Group recently held an investor briefing to present its operational outlook for 2026, focusing on a dual approach to cloud AI and edge AI development. The group aims...
Friday 26 December 2025
Nvidia reportedly tests Intel 18A process but does not move forward
Intel's 18A process node has reportedly drawn interest from Nvidia, though the chipmaker has yet to commit to using the technology, according to Reuters, citing sources familiar...
Friday 26 December 2025
US and China escalate semiconductor state capitalism amid global supply chain shifts
The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS...