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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 8 October 2025
IT panel shipments to fall in 4Q25, prices to edge lower as demand cools
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total...
Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
Tuesday 7 October 2025
Arm CEO Rene Haas recalls Nvidia's bold exit from Intel chip support during his time working with Jensen Huang
As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm...
Tuesday 7 October 2025
Taiwan's silicon shield under siege as US accelerates chip onshoring
A US proposal to evenly split advanced semiconductor production between Taiwan and the United States has sparked deep concern in the industry and triggered a political debate in Taipei,...
Tuesday 7 October 2025
India's Silizium Circuits develops GaAs 5G front-end chip as RF localization advances
Indian fabless semiconductor startup Silizium Circuits has completed the end-to-end design of a GaAs-based 5G low-noise amplifier (LNA), or front-end module (FEM), marking a step...
Tuesday 7 October 2025
Weekly news roundup: Intel and TSMC pour billions into Arizona; Memory chip prices soar, Hanmi expands to Singapore to support Micron
Below are the most-read DIGITIMES Asia stories from the week of September 29–October 5.
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...