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Global supply chain: Key components
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Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia...
Friday 22 August 2025
Xiaomi readies next-gen XRing O2 chip as it pushes toward 2nm and beyond
Xiaomi is accelerating its in-house semiconductor development. After unveiling its first 3nm flagship SoC, the XRing O1, in 2025, industry sources say the company is now developing...
Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...
Thursday 21 August 2025
MediaTek automotive platform integrates Google ecosystem, leveraging diverse technologies
MediaTek recently announced that it has become the first partner to provide Google's Project Treble support specifically for the automotive ecosystem. The company will offer customers...
Thursday 21 August 2025
Research Insights: UCIe 1.1 upgrade aims at auto industry, boosts chiplet adoption
As automotive computing platforms increasingly demand higher performance, longer lifespans, and near-zero defect rates, chip architecture faces the challenge of balancing system reliability...
Thursday 21 August 2025
Chinese AI startup Butterfly Effect moves HQ to Singapore as its AI agent Manus surges to US$90M run rate

China's AI startup Butterfly Effect has revealed financial results for the first time, projecting an annualized revenue run rate of US$90...

Thursday 21 August 2025
Nvidia's impossible dilemma: trust on a string between Washington and Beijing
Nvidia's H20 chips have unexpectedly emerged as a new flashpoint in the intensifying tech rivalry between the United States and China. Reports that Washington installs trackers on...
Thursday 21 August 2025
Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain
Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...
Thursday 21 August 2025
Pixel 10 powered by Tensor G5 on TSMC 3nm with 34% CPU gain and 60% faster AI
Alphabet Inc. has introduced its latest Pixel 10 series smartphones featuring the newly developed Tensor G5 processor, marking the company's most significant upgrade in custom chip...
Thursday 21 August 2025
South Korea denies US plans to acquire Samsung shares amid CHIPS Act speculation
The South Korean presidential office has dismissed reports that the US government intends to purchase shares of Samsung Electronics Co., stating there is no factual basis for such...
Thursday 21 August 2025
Cirrus Logic expands partnership with GlobalFoundries to advance chip technologies
GlobalFoundries and Cirrus Logic have announced an expanded collaboration to accelerate the development of advanced semiconductor technologies aimed at powering future consumer and...
Thursday 21 August 2025
Intel reportedly seeks fresh equity infusion as it pushes turnaround in 2025
Intel is reportedly in talks with additional large investors to secure an equity infusion at a discounted price, people familiar with the matter told CNBC, as the US chipmaker...
Thursday 21 August 2025
Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook
Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...
Wednesday 20 August 2025
PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...