Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 3 November 2025

Moore Threads secures CSRC approval for IPO, set to become China's first AI GPU listing

Chinese GPU maker Moore Threads has received CSRC approval for its IPO on Shanghai's STAR Market, marking a key milestone in the country's...

Monday 3 November 2025

Parade sees strong 3Q25 growth, braces for 4Q25 dip on tariffs

High-speed transmission IC designer Parade held its earnings call on October 29, 2025, reporting robust customer restocking in the third quarter of 2025. The company posted NT$4.366...

Monday 3 November 2025

Realtek reports revenue decline, maintains cautious outlook amid tariff concerns

Taiwanese integrated circuit design firm Realtek on October 29, 2025, reported a decline in its third-quarter revenue and offered a cautious forecast for the fourth quarter of 2025,...

Sunday 2 November 2025

Samsung's Exynos 2600 chips challenge Apple and Qualcomm in early benchmarks

Samsung Electronics' next-generation application processor, the Exynos 2600, appears poised to reclaim the spotlight in the high-end smartphone chip market, with early benchmark tests...

Friday 31 October 2025

Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier

Nvidia CEO Jensen Huang capped his week in Seoul with a sweeping series of agreements that could redefine South Korea's role in the global AI economy.

Friday 31 October 2025

Massive US investment highlights Texas Instruments' push for manufacturing resilience

Texas Instruments (TI) unveiled a US$60 billion investment plan in June 2025 to expand its semiconductor manufacturing within the US, aiming to increase wafer capacity fivefold with...

Friday 31 October 2025

Elan Microelectronics advances AI strategy with new smart campus, expanding product lines

Elan Microelectronics has marked the progress of its new AI smart campus headquarters in Zhubei with a topping-off ceremony. The facility, slated for completion in 2026 and official...

Friday 31 October 2025

ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026

Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...

Friday 31 October 2025

Shennan Circuits and China’s PCB sector gear up for the space economy

As China accelerates its ambitions in low-Earth-orbit (LEO) communications, the country's push for homegrown satellite technology is...

Friday 31 October 2025

Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside

Nvidia is reportedly preparing to invest up to US$1 billion in AI startup Poolside, potentially increasing the company's valuation to as high as US$12 billion. Poolside is currently...

Friday 31 October 2025

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...

Friday 31 October 2025

Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals

US RF chipmaker Skyworks Solutions plans to acquire its domestic rival Qorvo in a cash-and-stock deal worth US$22 billion, forming one of the largest mergers in the RF semiconductor...

Friday 31 October 2025

ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25

ASE, a leader in semiconductor assembly and testing, reported stronger-than-expected overall operations in the third quarter of 2025, driven by growth in advanced packaging fueled...

Friday 31 October 2025

MCU maker Holtek rebounds strongly, riding security and health momentum into 2026

Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...

Friday 31 October 2025

Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute

Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first...

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