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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...
Tuesday 7 October 2025
AI demand drives PCB material prices up amid supply strain
Due to global tariffs and inflation, the consumer market outlook for the second half of 2025 remains pessimistic. Taiwanese PCB industry players believe that overall industry growth...
Tuesday 7 October 2025
Taiwan PCB posts record 1H25 output, TPCA projects 12% annual growth
According to the Taiwan Printed Circuit Association (TPCA), the PCB manufacturing output value of Taiwanese companies in the second quarter of 2025 reached NT$218.2 billion (US$7.2...
Tuesday 7 October 2025
Meta said to be in talks to buy Rivos in AI chip push
Meta is reportedly preparing to acquire Rivos, a US-based IC design firm specializing in high-performance computing solutions built on the RISC-V architecture. The move underscores...
Monday 6 October 2025
Nvidia's stake in Intel raises PC supply chain concerns
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Sunday 5 October 2025
PlayNitride bets on microLED tools to drive its next growth phase
PlayNitride is positioning its mass transfer process equipment as a key "microLED 3D printer" to accelerate mass production and expand applications beyond current panel customers...
Sunday 5 October 2025
South Korea's Mobilint expands edge AI reach through Taiwan, US partnerships
South Korean AI semiconductor startup Mobilint is aggressively expanding its presence in the global edge AI computing market. The company recently signed a strategic cooperation memorandum...
Friday 3 October 2025
Qualcomm wins lawsuit to secure Oryon CPU, hints at easing ties with Arm
Qualcomm announced a legal victory this week in its patent dispute with Arm. The US District Court for Delaware dismissed Arm's claims against Qualcomm and Nuvia regarding licensing...
Friday 3 October 2025
Mature chip pricing squeeze deepens for UMC as Taiwan IC design houses foresee challenges lasting into 2026
United Microelectronics Corp. (UMC) recently issued a notice to its suppliers demanding a 15% price reduction, signaling heightened cost pressures within the semiconductor supply...
Friday 3 October 2025
Nvidia CEO Jensen Huang faces backlash from Trump allies after calling 'China hawk' label a badge of shame
Nvidia CEO Jensen Huang, once praised by President Trump as a patriot, is facing fierce backlash from MAGA hardliners after openly criticizing America's China hawks in a candid podcast...
Friday 3 October 2025
Taiwan's economy hits new heights on semiconductor, AI, and green infrastructure strengths
Taiwan is set to surpass South Korea in per capita GDP a year ahead of schedule, reaching the US$40,000 target by 2026. This is fueled by record-breaking exports, robust semiconductor...
Friday 3 October 2025
Hyundai Mobis to mass-produce domestically developed automotive semiconductors from 2026
Hyundai Mobis has announced plans to begin mass production of automotive semiconductors developed in collaboration with over 20 domestic companies and research institutes starting...
Thursday 2 October 2025
MicroLED smartwatches to grow tenfold by 2030
The MicroLED smartwatch market is expected to grow rapidly over the next five years, with annual shipments expanding to over 3 million units by 2030.
Thursday 2 October 2025
Qualcomm adopts Arm v9 amidst competitive and legal dynamics
Qualcomm's adoption of Arm's v9 architecture represents a strategic shift that balances AI capabilities, legal considerations, and competitive pressures while diversifying its technological...
Thursday 2 October 2025
Cyient Semiconductors charts power-focused ASIC roadmap, strengthens Taiwan ties
Cyient Semiconductors, spun off from the Cyient group earlier in 2025, has unveiled a three- to five-year roadmap emphasizing custom ASICs and intelligent power solutions for data...