Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 16 December 2025

China's BOE fast-tracks 8.6G OLED expansion, closing in on Korean rivals

China's BOE Technology is rapidly advancing its 8.6-generation IT OLED production, signaling an aggressive push to close the gap with South Korean rivals. Reports indicate the company...

Tuesday 16 December 2025

Dolphin Semiconductor shifts toward platform-led, mixed-signal IP in HCLTech collaboration

French semiconductor IP vendor Dolphin Semiconductor said its collaboration with HCLTech reflects growing demand for pre-optimized, platform-based system-on-chip development, as energy...

Tuesday 16 December 2025

Baidu's Kunlunxin spinoff mirrors Google's TPU playbook

Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...

Tuesday 16 December 2025

Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration

Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with...

Tuesday 16 December 2025

OLED demand surges, lifting South Korea's display makers to record outlook

The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are...

Tuesday 16 December 2025

SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond...

Tuesday 16 December 2025

South Korea lures global chip capital at COMEUP 2025 as Middle East investors step in

South Korea is emerging as a focal point for global semiconductor investment as domestic AI chip startups attract growing interest from...

Monday 15 December 2025

Unitech aims for 20% revenue from SE Asia LEO orders in 2026

Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand...

Monday 15 December 2025

Qualcomm sharpens RISC-V influence with Ventana acquisition

Qualcomm's acquisition of Ventana Micro Systems signals a clear push to deepen its commitment to RISC-V and accelerate the maturation of the surrounding ecosystem.

Monday 15 December 2025

TASC partners with Itochu Taiwan to deepen compound semiconductor and smart medical ventures

Taiwan-Asia Semiconductor Corporation (TASC) is advancing its layout in compound semiconductors and non-invasive blood glucose monitoring technology through the signing of a memorandum...

Monday 15 December 2025

Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand

Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba...

Monday 15 December 2025

Weekly news roundup: TSMC pauses Japan fab plans, Tesla Powerwall demand rises in Taiwan, Huawei flags AI oversupply risks

These are the most-read DIGITIMES Asia stories in the week of December 8 to December 14, 2025.

Monday 15 December 2025

The H200 gambit: Why China may buy less than Washington expects

The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing...

Monday 15 December 2025

Intel reportedly to buy AI chip startup SambaNova, reviving governance questions over CEO ties

Bloomberg, citing unnamed sources, reported that Intel Corp. is in advanced discussions to acquire artificial intelligence chip startup SambaNova Systems Inc. for about US$1.6...

Monday 15 December 2025

Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's...

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