Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 25 June 2025

Chip capital to compute catalyst—Taiwan's pivot to innovation leadership

Taiwan is accelerating its shift from a manufacturing base to a tech innovation hub, driven by advances in high-performance computing (HPC) and artificial intelligence (AI). On June...

Wednesday 25 June 2025

Chinese GPU startups rush to IPO as US sanctions bite

As the global race for AI computing power heats up, Chinese GPU startups are rushing to go public. Companies such as Moore Threads, MetaX Integrated Circuits (Shanghai) Co., Shanghai...

Wednesday 25 June 2025

Local investment momentum remains strong despite Chinese firms reportedly tapping Malaysian data centers to access US AI chips

Amid US export controls on advanced AI chips, Chinese firms are turning to Southeast Asia to maintain their AI development momentum. According to The Wall Street Journal,...

Wednesday 25 June 2025

Trump's chip tariff threat sparks pushback from auto industry to tech

Blowback to President Donald Trump's idea of tariffs on imported semiconductors is proving to be broad and deep, stretching from auto companies and boat makers to the technology industry...

Wednesday 25 June 2025

China's 618 shopping festival sparks cautious optimism in MCU market amid subsidy boost

The 2025 China 618 shopping festival has prompted a noticeable uptick in microcontroller unit (MCU) sales, signaling a tentative recovery in consumer electronics demand after sluggish...

Tuesday 24 June 2025

Rapidus and Siemens partner to advance 2nm semiconductor design and manufacturing processes

On June 23, 2025, Rapidus announced a strategic collaboration with Siemens Digital Industries Software to enhance semiconductor design and manufacturing processes for the 2nm technology...

Tuesday 24 June 2025

IC design sector 2Q25 operations remain stable amid currency volatility

As the second quarter of 2025 gradually comes to a close, Taiwan's IC design sector is facing the traditional off-season with a generally optimistic outlook. Industry players believe...

Tuesday 24 June 2025

South Korea's chip firms target Japan in bid to break global design bottleneck

South Korean semiconductor companies are making a concerted push into Japan, positioning themselves to capture opportunities in one of the world's most underpenetrated but promising...

Tuesday 24 June 2025

Exclusive interview with JDI Taiwan: Is microLED ready to challenge high-generation AMOLED in IT?

With both China and South Korea accelerating the construction of high-generation AMOLED panel production lines to target IT applications, the display panel industry has seen a step-up...

Tuesday 24 June 2025

A warning shot to Apple: South Korean OLED patent lawsuits target Tianma and BOE

Following Samsung Display's (SDC) patent lawsuits against BOE and TCL CSOT, LG Display (LGD) recently filed seven technical patent infringement lawsuits against Tianma. This move...

Tuesday 24 June 2025

China’s AI firms exploit Southeast Asia detour, weakening Huawei’s domestic chip ambitions

Chinese AI firms are reportedly utilizing AI compute resources in Southeast Asian nations to bypass US sanctions, exploiting regulatory frameworks that align with local laws and limit...

Monday 23 June 2025

Taiwan electronic product export orders break US$100 billion in January-May 2025, driven by AI and HPC applications

Taiwan's export orders for January-May 2024 rose 15% year on year to reach US$263.8 billion, with electronics products recording an over 25% annual growth to break the US$100 billion...

Monday 23 June 2025

Top-100 firms contribute KRW1.6 quadrillion to South Korea economy in 2024

In 2024, South Korea's top-100 companies generated an estimated KRW1,615 trillion (US$1.16 trillion) in total economic contribution,...

Monday 23 June 2025

Chip makers brace for brutal competition as cloud ASIC market heats up

Industry forecasts for application-specific integrated circuits have turned bullish, with major players and research firms upgrading their cloud ASIC demand projections for 2026-2028...

Monday 23 June 2025

NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to...

3/1851 pages