CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 6 August 2025
Taiwan's President Lai reaffirms commitment to peace and economic security; Boris Johnson urges Western countries not to alienate Taiwan
Former UK prime minister Boris Johnson recently visited Taiwan, becoming the third British ex-PM to do so after Margaret Thatcher and Liz Truss. On August 5, Johnson met with President...
Wednesday 6 August 2025
Innoscience wins Nvidia nod, loses German patent fight
China's leading GaN semiconductor firm, Innoscience, is at the center of a high-stakes global confrontation that intertwines geopolitics, patent disputes, and market strategy. In...
Wednesday 6 August 2025
China probes H20 backdoor: Nvidia denies allegations, affirms consent
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...
Wednesday 6 August 2025
AMD accelerates AI growth with MI355 ramp and MI400 series launch planned for 2026
During AMD's latest earnings call, chair and CEO Lisa Su said the company delivered a strong first half of 2025, with Client and Gaming segment revenue growing 68% year-over-year...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...
Wednesday 6 August 2025
AMD reports record revenue amid operating loss due to US export restrictions
AMD reported second-quarter 2025 results on August 6, delivering record quarterly revenue of US$7.69 billion, a 32% year-over-year increase driven by strong demand for its Ryzen CPUs,...
Wednesday 6 August 2025
FuriosaAI earns unicorn recognition with Series C bridge round
South Korean AI chip startup FuriosaAI has announced it has raised US$125 million in its Series C bridge round, making it one of the few deep tech companies in South Korea with a...
Tuesday 5 August 2025
Broadcom unveils Jericho4 at OCP Taipei, pushes Ethernet as backbone of next-gen AI infrastructure
Broadcom has unveiled Jericho4, its latest AI fabric router chip designed to connect geographically dispersed data centers, reinforcing the company's belief that Ethernet—not...
Tuesday 5 August 2025
US doubles down on chip tracking as China flags Nvidia 'backdoor' fears
As US–China tech tensions deepen, a senior US official said the Trump Administration is pushing to embed advanced tracking features into semiconductors to prevent Nvidia and...
Tuesday 5 August 2025
Taiwan OSAT gains from BIS whitelist fall short as US grants Chinese firms exemptions
Taiwan's IC OSAT supply chain was previously expected to benefit from US Bureau of Industry and Security (BIS) restrictions on Chinese semiconductor firms. The BIS's semiconductor...
Tuesday 5 August 2025
Onsemi posts weaker margins; revenue down 15% amid soft industrial demand
On August 4, Onsemi reported second quarter 2025 revenue of US$1.47 billion, marking a 15% year-over-year decline, as weakness in the industrial sector and margin pressure weighed...
Tuesday 5 August 2025
Onsemi to shed 5% of 2025 revenue as part of strategic shift toward higher margins
Onsemi plans to eliminate approximately 5% of its 2025 revenue through the exit of legacy and non-core products, aligning with its Fab Right strategy and broader transformation efforts...
Tuesday 5 August 2025
Onsemi remains cautious on tariffs, sees recovery in auto and AI segments
Onsemi flagged weak industrial and automotive demand in the second quarter of 2025 but expects modest growth ahead, with AI-related sales providing a boost. CEO Hassane El-Khoury...
Tuesday 5 August 2025
Exclusive: IC distribution shaken by CSP giant's single distributor move
The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...
Tuesday 5 August 2025
Interview: Astera Labs: AI infrastructure enters 2.0 with open AI interconnect options
AI data center chipmaker Astera Labs will showcase its next-gen interconnect technologies at this week's Open Compute Project (OCP) APAC event. In an exclusive interview with DIGITIMES,...