Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 4 July 2025

TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of...

Friday 4 July 2025

Global CoWoS players and capacity, 2025-2026

Total CoWoS/CoWoS-like capacity is expected to reach 1.31 million units in 2026; TSMC's annual capacity growth will slow to 26%, while Amkor and SJ Semiconductor are emerging playe...

Friday 4 July 2025

South Korea cuts reliance on Japanese chip materials, but faces hurdles in advanced technologies

In the high-stakes world of semiconductors, materials are everything. In South Korea, the issue became a national priority after a 2019 trade dispute with Japan sent shockwaves through...

Thursday 3 July 2025

Samsung completes development of 1c DRAM, paving way for HBM4 rollout

Samsung Electronics has successfully developed its sixth-generation DRAM, known as 1c DRAM, built using a 10nm class process. The product...

Thursday 3 July 2025

Intel plans to abandon in-house glass substrate development, shift to external procurement

According to Computerbase, under the leadership of new CEO Lip-Bu Tan, Intel might no longer push forward with in-house R&D of glass substrates but instead turn to purchasing...

Thursday 3 July 2025

Foxconn, Quanta ramp up GB200 output in AI infrastructure boom

Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series...

Thursday 3 July 2025

IP battle erupts between PSI and iST over confidential tech

In a closely watched intellectual property case, the Hsinchu District Court has issued a first-instance ruling in favor of Phoenix Silicon International (PSI), ordering Integrated...

Thursday 3 July 2025

IT panel demand shrinks in China with end of promotions and stimulus plans

With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year...

Thursday 3 July 2025

China's EV leaders switch gears from horsepower to chip power

As global automakers advance deeper into electrification and intelligent mobility, China's top EV brands—BYD, Nio, and Xiaomi—are fast-tracking the development of self-designed...

Thursday 3 July 2025

US lifts EDA tool curbs as part of new China deal

The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to...

Thursday 3 July 2025

AMD to boost India headcount beyond 10,000, calls for GPU openness for AI infrastructure

AMD is significantly expanding its footprint in India, with plans to increase its employee base to over 10,000 within the next two to three years. This move reflects the company's...

Thursday 3 July 2025

LCD TV panel prices slip as brands slash orders, inventories pile up

After a wave of early procurement in the first half of 2025, global demand for LCD TV panels is showing signs of fatigue. With end-market consumption weaker than expected and inventories...

Wednesday 2 July 2025

Towa expands South Korea presence as AI spurs demand for HBM packaging tools

Japanese semiconductor equipment maker Towa Corporation, a global leader in advanced packaging systems, recently unveiled its newest technology for sixth-generation HBM4, aiming squarely...

Wednesday 2 July 2025

China’s Dongshan Precision moves to buy Taiwan’s Source Photonics, triggering tech security alarms

Leading Chinese electronics manufacturer, Suzhou Dongshan Precision Manufacturing, has announced plans to acquire Source Photonics, a Taiwan-based optical communications firm located...

Wednesday 2 July 2025

Taiwanese IC packaging and testing advances into Malaysia for auto and robotics

Since US President Donald Trump championed the "Made in America" initiative, technological competition between the US and China has intensified, rapidly escalating global geopolitical...

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