Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 19 September 2025

Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth

US export controls have capped the performance of Nvidia's "China-only" GPUs, opening the door for domestic chipmakers to compete. Huawei's Ascend roadmap, announced at its 2025 Connect...

Friday 19 September 2025

Nvidia-Intel partnership targets AI PCs, exposing limits of ATX

Nvidia and Intel have announced their collaboration to create custom CPUs and GPU-integrated system-on-chips (SoCs), as limitations posed by the size of GPUs and cooling requirements...

Friday 19 September 2025

Alibaba's T-Head AI chip rivals Nvidia H20, wins major China Unicom data center deal

Alibaba's chip design arm T-Head has introduced its latest AI accelerator, the PPU, positioning it as a rival to Nvidia's China-only H20 GPU. The processor has already been rolled...

Friday 19 September 2025

Domestic AI chips forecast to capture over half of China's market by 2027

Once confined to gaming arcades, GPUs have transformed into the lifeblood of the AI revolution. Nvidia, the undisputed industry titan, wields what many call the "golden shovel" in...

Friday 19 September 2025

Imec CEO calls CMOS 2.0 the anchor for AI’s future

Dr. Luc Van den hove, president and CEO of Belgian research institute imec, used his keynote at SEMICON Taiwan 2025 to call for a global...

Friday 19 September 2025

Analysis: After Nvidia invests in Intel, who's next?

Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the US government, Nvidia has announced...

Thursday 18 September 2025

Nvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst

Nvidia and Intel announced a wide-ranging collaboration to jointly develop data center and personal computing products that integrate both companies' technologies. The agreement centers...

Thursday 18 September 2025

Taiwan bets big on silicon photonics to capture US$100 billion global market

Taiwan is racing to advance its silicon photonics capabilities, aiming to develop high-efficiency 400Gbps optical modules within one to two years, according to the Ministry of Economic...

Thursday 18 September 2025

Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale

Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating...

Thursday 18 September 2025

Arm inaugurates Bengaluru design center, boosting India's chip ambitions

Arm has opened a new chip design center in Bengaluru focused on advanced 2nm chips. Union IT minister Ashwini Vaishnaw called it a milestone for India's semiconductor goals, making...

Thursday 18 September 2025

China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions

China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared...

Thursday 18 September 2025

Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip

Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already...

Thursday 18 September 2025

Holiday shopping season cooling off? Taiwan IC design houses' confidence in 2H25 operations wanes

As the third quarter of 2025 draws to a close, a consensus has formed within Taiwan's IC design industry that overall demand remains weak. Notably, an increasing number of chipmakers...

Thursday 18 September 2025

Taiwan's Transcom deepens investment in defense and satellite communications

Transcom, a specialist in high-power amplifiers, is making bold strides into the dual frontiers of national defense and space communications...

Thursday 18 September 2025

China turns away from Nvidia as AI rivalry with US enters a new phase

China's internet regulator has instructed leading technology firms, including Alibaba Group Holding and ByteDance, to stop buying Nvidia's...

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