Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 20 May 2025

Broadcom unveils third-gen CPO technology to power AI's next leap

Semiconductor giant Broadcom has introduced the third generation of its co-packaged optics (CPO) technology, significantly advancing...

Tuesday 20 May 2025

Nvidia courts ASIC allies with NVLink Fusion, so why is Broadcom still saying no?

At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs...

Tuesday 20 May 2025

Nvidia's GB300 gains strong demand with 10,000 units planned for Taiwan AI factory

Nvidia CEO Jensen Huang announced an expanded collaboration with Foxconn and the Taiwan government to develop an AI factory, a project that will utilize 10,000 Nvidia GB300 GPUs.

Tuesday 20 May 2025

Huawei unveils HarmonyOS PCs: foldable design, full-stack control, cross-device ecosystem

Huawei, on May 19, 2025, launched its first personal computers powered by HarmonyOS, after five years of development involving more than 10,000 engineers. The MateBook Pro and MateBook...

Tuesday 20 May 2025

Qualcomm aims for double-digit AI PC market share by 2029

Following his keynote at Computex 2025, Qualcomm CEO Cristiano Amon announced that new updates for the Oryon CPU computing will be released in 2025. This includes the possible launch...

Tuesday 20 May 2025

Xiaomi pledges CNY50 billion investment in chip design over next decade

Xiaomi founder and CEO Jun Lei announced on May 19 via Weibo that the company will unveil its first 3nm mobile system-on-chip (SoC), the "Xring O1," on May 22. He also revealed that...

Tuesday 20 May 2025

Xiaomi's XRing SoC: next HiSilicon breakthrough or Zeku-style flameout?

Years after launching the Pinecone Surge S1 in 2017, Xiaomi founder and CEO Lei Jun announced the company's return to in-house smartphone chip design. Its new self-developed SoC,...

Tuesday 20 May 2025

Arm, Nvidia, and MediaTek map AI's shift from cloud to edge at Computex 2025

Artificial intelligence (AI) is no longer confined to data centers. At Computex 2025 in Taipei, executives from Arm, Nvidia, and MediaTek...

Tuesday 20 May 2025

Lip-Bu Tan makes CEO debut in Taipei, leans on Taiwan for Intel's next chapter

At a dinner with supply chain partners on May 19, Intel's new CEO, Lip-Bu Tan, highlighted Taiwan's critical role in the global semiconductor sector, praising it as a key technology...

Tuesday 20 May 2025

DRAM prices surge in AI Boom; Samsung and SK Hynix set to benefit

The global surge in DRAM prices, combined with the increasing momentum of artificial intelligence (AI) development in the Middle East,...

Monday 19 May 2025

Nvidia bets big on Taiwan as new HQ takes shape, pending final land talks

Nvidia CEO Jensen Huang visited Taiwan to attend Computex and GTC Taipei, delivering a highly anticipated keynote on May 19. During his speech, he revealed multiple collaborations...

Monday 19 May 2025

The beauty and sorrow of a one-man stage: TSMC's advanced process technology and packaging

From the Consumer Electronics Show (CES) 2025 at the beginning of the year, Nvidia's GPU Technology Conference (GTC) in March, to TSMC's North America Technology Symposium in April,...

Monday 19 May 2025

Computex 2025: Qualcomm and MediaTek set to emerge

Computex 2025 is set to open on May 20 in Taipei, with Qualcomm and MediaTek—two longtime rivals in the mobile chip sector—unexpectedly emerging as keynote headliners...

Monday 19 May 2025

ART confirms normal operations after hacker attack, no confidential data compromised

Semiconductor equipment manufacturer All-Ring Tech (ART) recently reported a significant cybersecurity incident involving the leakage of internal data by external hackers. ART stated...

Monday 19 May 2025

Middle East key to extending cloud AI peripheral chip market growth by two years

US President Donald Trump recently led a large delegation of American companies to the Middle East for various political and business cooperation agreements. Reports indicate that...

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