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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 25 March 2025
Panel industry braces for potential 2Q25 slowdown
The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting...
Tuesday 25 March 2025
Nvidia expands ASIC footprint through MediaTek NVLink deal
MediaTek announced at this year's GTC conference that it will deepen its partnership with Nvidia by integrating NVLink IP into its ASIC services. Industry sources suggest this partnership...
Monday 24 March 2025
DeepSeek and influence on global chip demand
DeepSeek stormed the LLM market, but may bring in more demand for AI chips in the future.
Monday 24 March 2025
Intel Japan chair retires, defends Gelsinger strategies citing 'bad timing'
Kunimasa Suzuki, chairman of Intel KK, the Japanese subsidiary of US semiconductor giant Intel, will retire at the end of March 2025. However, he will continue to serve as chairman...
Monday 24 March 2025
Chip companies flood Germany with US$6.5 billion in subsidy requests
Companies in the chipmaking industry are asking for three times the available subsidies from Germany’s latest funding program, setting up one of the first challenges for the...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Friday 21 March 2025
Jensen Huang explains his unconventional strategy to reveal four-year roadmap
During the GPU Technology Conference (GTC) 2025 in San Jose, Nvidia founder and CEO Jensen Huang hosted an exclusive Taiwan Night dinner, where he addressed key Taiwanese industry...
Friday 21 March 2025
Taiwan mandates 50% overseas hires for subsidized R&D to protect scarce local talent
Since 2015, Taiwan's Ministry of Economic Affairs (MOEA) has been promoting the "Global Innovation Partnership Initiatives Program", and in 2020, it launched the "A+ Industrial Innovative...
Friday 21 March 2025
Price war escalates in Chinese smart driving chip market as Qualcomm cuts prices and Nvidia responds
With the rapid development of smart driving technology, competition in China's electric vehicle (EV) market has intensified. Industry sources in China indicate that Qualcomm has cut...
Friday 21 March 2025
GTC 2025: Nvidia hosts Quantum Day despite CEO's prior skepticism
Despite a previous statement saying quantum computers may require an additional two decades to become very useful, Nvidia CEO Jensen Huang arranged the first Quantum Day at its GTC...
Friday 21 March 2025
McKinsey to Taiwan tech: stop hoarding cash—buy your way into the future
McKinsey & Company says Taiwan's tech sector—including its semiconductor leaders—is undervalued in global markets, citing overly cautious business practices. The consultancy...
Friday 21 March 2025
Nvidia CEO dismisses ASIC threat as "noncompetitive" — but AI inference competition is heating up
At a GTC media roundtable, when pressed on whether application-specific integrated circuits (ASICs) threaten Nvidia's AI dominance, CEO Jensen Huang didn't mince words.
Friday 21 March 2025
Malaysian IC design houses awaiting details of Arm deal
The Malaysian government recently announced a technology licensing agreement worth US$250 million with silicon intellectual property (IP) powerhouse Arm. The deal aims to assist the...
Friday 21 March 2025
GTC 2025: MediaTek CEO reflects on decades-long partnership with Nvidia
MediaTek CEO Rick Tsai, ex-TSMC chief, shared his 30-year history with Nvidia's Jensen Huang at GTC 2025, spotlighting their evolving partnership from gaming to AI.
Friday 21 March 2025
E Ink partners with Realtek to launch second-gen SoP for E-Paper shelf labels
E Ink, the leading company in electronic paper technology, has joined forces with Realtek Semiconductor to introduce a next-generation System on Panel (SoP) design for electronic...