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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 5 September 2025
Made in China: 5nm GPU clears tape-out, 6nm now sampling
On September 3, 2025, Anhui Anfu Battery Technology announced its portfolio company Xiangdi Xian Computing Technology (XDXCT) had completed tape-out validation of its next-generation...
Friday 5 September 2025
Broadcom hits record quarter, secures reportedly US$10B AI chip deal for 2026
Broadcom posted record earnings for the third quarter of fiscal 2025, topping Wall Street forecasts on revenue and profit, and disclosed a custom AI chip order exceeding US$10 billion...
Friday 5 September 2025
China's AI agenda finds a backer: Ant Group expands into chips
Ant Group is ramping up investments in China's semiconductor industry, targeting several domestic chip startups. After securing dominance in payments and fintech, the company is shifting...
Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production...
Friday 5 September 2025
Google reportedly explores combining TPU chips with Nvidia GPUs to cut costs and boost data center scaling
Google has reportedly been in talks with smaller CSPs to deploy its proprietary TPU chips alongside Nvidia Corporation's GPUs in data centers. This approach aims to reduce reliance...
Friday 5 September 2025
Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand
As the second half of 2025 ushers in the peak season for consumer electronics, Taiwanese PCB suppliers are preparing for new product launches from key clients like Apple. Despite...
Friday 5 September 2025
Huawei remains China’s sole heavyweight in AI chips
China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own...
Friday 5 September 2025
AI data centers turn to MCIO connectors as GPUs outgrow PCB traces
The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers...
Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Thursday 4 September 2025
MediaTek courts AI edge with duo play in PCs, Chromebooks
MediaTek's much-anticipated AI PC chip with Nvidia has yet to launch, but the Taiwanese firm is making headway in Chromebooks. Industry insiders argue that if Chromebooks were treated...
Thursday 4 September 2025
Acer unveils new products at IFA Berlin, gearing up for PC peak season
Ahead of IFA Berlin, Acer held its "next@acer" global product launch event, unveiling a range of new notebooks, tablets, mini workstations, monitors, and Wi-Fi routers. Among these,...
Thursday 4 September 2025
Odisha secures semiconductor deals at Semicon India 2025
Odisha emerged as a key player in India's semiconductor landscape at Semicon India 2025, securing multiple high-value investment commitments and unveiling ambitious manufacturing...
Thursday 4 September 2025
Acer targets AI inference market with new launches partnered with MediaTek and Nvidia
Acer is making a strong push into the AI inference market through strategic collaborations with MediaTek and Nvidia. On the eve of the Berlin IFA, Acer held its "next@acer" global...
Thursday 4 September 2025
Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips
With global smartphone sales leveling off, Qualcomm and MediaTek are taking their long-running rivalry into the fast-growing cloud AI ASIC market. DIGITIMES Research estimates MediaTek...
Wednesday 3 September 2025
Ant Group buys stake in InnoStar to back China's chip self-sufficiency
Ant Group has taken a minority stake in InnoStar Semiconductor (Shanghai) Co., a rising Chinese memory chipmaker, highlighting Beijing's drive for semiconductor self-sufficiency as...