Global supply chain: Key components

Key components news coverage

IN THE NEWS

Saturday 12 April 2025

US tariff threat puts pressure on Taiwan's export strategy and TSMC investment plans

On April 9th, US President Donald Trump threatened to impose a 100% tariff on Taiwanese products if Taiwan Semiconductor Manufacturing Company (TSMC) does not invest in building a...

Saturday 12 April 2025

China's RF unicorn OnMicro eyes IPO backed by Huawei, Xiaomi — revenue surges past US$280M

Beijing Onmicro Electronics Co. (OnMicro), a top Chinese fabless RF chip designer, filed for an IPO on the Shanghai STAR Market on March 28, 2025...

Friday 11 April 2025

Tariffs bite into US chipmakers—South Korea and Europe fill in the gaps

US President Donald Trump has reignited trade tensions with 145% tariff on Chinese imports. Beijing responded in kind, imposing an identical 84% levy on US goods. The escalating trade...

Thursday 10 April 2025

Italy pulls support for STMicroelectronics CEO as board battle heats up

The Italian government is withdrawing its support for STMicroelectronics NV CEO Jean-Marc Chery and his management team, Finance Minister Giancarlo Giorgetti said.

Thursday 10 April 2025

Google unveils seventh-generation TPU for AI inference era

At the Google Cloud Next '25 conference, the company introduced the seventh-generation Tensor Processing Unit (TPU), Ironwood, designed for AI inference. This chip highlights Google's...

Thursday 10 April 2025

Vietnam factory plans uncertain as US tariffs cloud Taiwan touch panel makers' outlook

Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of...

Wednesday 9 April 2025

Infineon to acquire Marvell's automotive Ethernet unit for US$2.5 billion

Infineon Technologies AG has agreed to acquire Marvell Technology's automotive Ethernet business for US$2.5 billion, aiming to strengthen its automotive microcontroller (MCU) and...

Wednesday 9 April 2025

The Great Tech Reset 7: China's ambitious roadmap to semiconductor self-sufficiency

Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears...

Wednesday 9 April 2025

Global wafer foundry industry and status, 2025

AI is expected to drive a 16.6% increase in global foundry revenue in 2025; however, mature process nodes remain under pressure, and 2nm process yield will be key to mass productio...

Wednesday 9 April 2025

MediaTek unveils Kompanio Ultra, hints at AI PC ambitions

MediaTek has launched its most powerful Chromebook platform to date, the Kompanio Ultra, signaling a significant leap in performance and AI capabilities. Built on TSMC's 3nm process,...

Wednesday 9 April 2025

Intel's strategic shift: Tan's focus on engineering excellence and AI innovation puts TSMC and Samsung on notice

Recent rumors surrounding TSMC's role in rescuing Intel have sparked much debate. However, Intel's new CEO, Lip-Bu Tan, kept a remarkably low profile at the company's Vision 2025...

Tuesday 8 April 2025

Tariff turbulence hits PCs: chipmakers grapple with sliding demand, margin pressure

Donald Trump's sweeping new tariff proposal on global imports is rattling the tech supply chain. While industry insiders expect the final rates to be lower than current threats, few...

Tuesday 8 April 2025

Global display industry braces for tariff impacts

US equivalent tariffs on imports are creating ripple effects across global supply chains, with Taiwan's display industry preparing strategic responses ahead of the Touch Taiwan 2025...

Tuesday 8 April 2025

Kumamoto prefecture: TSMC's Japan investment undeterred by Trump tariffs

Kumamoto Governor Takashi Kimura recently affirmed that Taiwan Semiconductor Manufacturing Company's (TSMC) commitment to its investments in Japan, particularly in Kumamoto Prefecture,...

Tuesday 8 April 2025

IC distributors brace for inevitable tariff cost pass-through with potential supply chain adjustments

President Donald Trump's reciprocal tariff policy has sent shockwaves across global markets. Although many countries have since proposed...

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