Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 14 October 2025

Cerebras to establish AI computing infrastructure in UAE to support regional AI growth

American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East,...

Tuesday 14 October 2025

OCP Summit: Alcor Micro unveils latest Arm CPU platform for AI and HPC servers

Alcor Micro Corporation, a subsidiary of Egis Technology, is showcasing its latest Arm architecture CPU platform, Mobius100 (CSS V3), at the 2025 Open Compute Project (OCP) Global...

Tuesday 14 October 2025

Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman

As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...

Tuesday 14 October 2025

Chinese-owned chipmaker Nexperia caught in G2 tech crossfire

Nexperia, a Dutch semiconductor company and a key supplier of essential "long-tail" components used in cars and industrial equipment, has become an unexpected casualty of the intensifying...

Tuesday 14 October 2025

Indian PM meets Qualcomm CEO to discuss AI, semiconductors, and 6G development

Indian Prime Minister Narendra Modi recently held talks with Qualcomm CEO Cristiano Amon to discuss technological cooperation in artificial intelligence (AI), semiconductors, and...

Tuesday 14 October 2025

Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Intel has officially launched production at its state-of-the-art Fab 52 facility in Arizona, the company announced on October 9. The...

Tuesday 14 October 2025

A steady quarter for MediaTek, before the chill of winter demand

MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly...

Tuesday 14 October 2025

Samsung expected to post strongest profit in over three years on AI-driven chip demand

Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit...

Tuesday 14 October 2025

OpenAI, Broadcom team up on 10GW AI accelerator project

OpenAI and Broadcom have announced a wide-ranging collaboration to co-develop and deploy 10GW of custom AI accelerators, marking one of the largest hardware initiatives yet in the...

Monday 13 October 2025

Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung

Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos...

Monday 13 October 2025

South Korean panel makers lead surge in monitor OLED shipments for 2025

The mid-to-large size OLED panel market is set for significant growth in 2025, driven primarily by demand from the monitor and notebook segments. South Korean companies Samsung Display...

Monday 13 October 2025

Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem

Originally rooted in heavy industry, South Korea's Doosan Group is expanding into the semiconductor sector and is considering acquiring semiconductor wafer manufacturer SK Siltron...

Monday 13 October 2025

Panel leaders post slight revenue growth in 3Q25 despite weak outlook

Taiwan's top two panel makers have reported their revenues for the third quarter of 2025, with AU Optronics (AUO) and Innolux seeing quarter-on-quarter increases of 1% and 2.82% respectively...

Monday 13 October 2025

Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China

Megaspeed International Pte Ltd, a Singapore-based AI computing company, is under intensifying scrutiny as both US and Singapore authorities investigate its alleged role in diverting...

Monday 13 October 2025

China's rare earth export ban broadens; US vows strong retaliation

China, on October 9, announced a major expansion of its rare earth export controls, escalating tensions with the US and drawing sharp...

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