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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 29 May 2025
Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market...
Thursday 29 May 2025
AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough
While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite...
Thursday 29 May 2025
US reportedly targets EDA exports to China; vendors push back on disruption claims
China's semiconductor sector was abuzz in late May 2025 by reports that Siemens EDA received a notice from the US Bureau of Industry and Security (BIS) instructing it to halt all...
Thursday 29 May 2025
AMD expands photonics capabilities with Enosemi acquisition

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits...

Thursday 29 May 2025
Winbond braces for persistent NTD appreciation with AI and security focus
Winbond Electronics chairman Arthur Yu-Cheng Chiao predicted a long-term, possibly lifelong, appreciation of the New Taiwan dollar (NTD), citing changes in global interest rate dynamics...
Thursday 29 May 2025
Jensen Huang: China's AI moves on with or without US chips
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company...
Thursday 29 May 2025
Trade court blocks Trump's global tariffs, calls emergency claim unlawful
The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.
Thursday 29 May 2025
Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban
Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...
Wednesday 28 May 2025
Samsung races to deliver HBM3E memory to Nvidia but faces certification hurdles
In the high-stakes race to supply memory for the next generation of artificial intelligence, Samsung Electronics is under mounting pressure to deliver its 12-layer HBM3E chips to...
Wednesday 28 May 2025
CMMT pursues dual strategy: high-value products and semiconductor expansion
Polarizer manufacturer CMMT held its shareholders meeting on May 27, where chairperson Grace Sung stated that in 2025, the company will continue to strengthen operations in polarizers...
Wednesday 28 May 2025
OmniVision reborn: Will Semiconductor targets Sony, Samsung in CIS showdown
Will Semiconductor, a major player in China's image sensor market, has rebranded as OmniVision Group—a strategic pivot designed to boost global brand visibility and scale international...
Wednesday 28 May 2025
Self-developed Xring will power flagship products before expanding to other products, said Xiaomi
Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...
Wednesday 28 May 2025
TSMC taps Munich for AI chip push as Europe craves tech sovereignty
TSMC will open a new design center in Munich in the third quarter of 2025, strengthening its footprint in Europe and supporting the region's push for greater semiconductor self-sufficiency...
Wednesday 28 May 2025
TSMC’s message to the world: Taiwan is still the chip capital
TSMC is moving full steam ahead with its cutting-edge 2-nanometer production, reinforcing its commitment to Taiwan even as it expands globally. In a recent statement, TSMC Executive...
Wednesday 28 May 2025
Indian GaN firm taps into Japan’s semiconductor ecosystem
An India-based gallium nitride (GaN) startup is exploring partnerships with Japanese companies to strengthen its technology stack and tap into Japan's advanced semiconductor supply...