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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 20 August 2025
Global OSAT industry, 2025
Global OSAT revenue will increase by 5% year-over-year in 2025. Geopolitical factors have rapidly narrowed the market share gap between Chinese and Taiwanese companies.
Wednesday 20 August 2025
Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur
Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including...
Wednesday 20 August 2025
TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap
The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times,...
Wednesday 20 August 2025
Vietnam urges Qualcomm to deepen investments as the country nurtures IC design capabilities
Vietnam's Prime Minister Pham Minh Chinh has called on US semiconductor giant Qualcomm to expand its investments in the country, particularly in core technology areas within the semiconductor...
Tuesday 19 August 2025
Smartphone display market sees diverging price trends across panel types

The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing...

Tuesday 19 August 2025
Last-minute rush orders shake up Taiwan's chip industry
Taiwan's chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is...
Tuesday 19 August 2025
Arm reportedly hires Amazon AI exec to advance chip ambition
Chip designer Arm has hired Amazon's artificial intelligence chip director Rami Sinno as it pushes into developing its processors, Reuters reported, citing people familiar...
Tuesday 19 August 2025
China's CCL makers raise prices amid surging costs; Taiwan's PCB sector braces for impact
China's copper-clad laminate (CCL) producers, pressured by surging raw material costs and intensifying competition, have issued new price increase notices. Kingboard, Meizhou Weilibang...
Tuesday 19 August 2025
AMD opens new office and engineering lab in Penang
AMD recently inaugurated a new office and engineering lab facility in Bayan Lepas, marking a major expansion of its global business services and engineering operations in Malaysia.
Tuesday 19 August 2025
Intelligo reports 52% jump in Q2 profit, sees stronger 2H25
Taiwan-based ASIC design firm Intelligo Technology, which specializes in AI-powered acoustics and speech recognition, posted solid gains in the second quarter of 2025 as consumer...
Tuesday 19 August 2025
China's memory makers adopt domestic EDA: Empyrean in spotlight
China's semiconductor sector is intensifying its localization push. As ChangXin Memory Technologies (CXMT) and Yangtze Memory Technology Corp. (YMTC) ramp up mass production of DRAM...
Tuesday 19 August 2025
SoftBank to invest US$2B in Intel, strengthening US semiconductor ties
On August 18, SoftBank Group Corp. and Intel Corporation announced the signing of a definitive securities purchase agreement under which SoftBank will invest $2 billion in Intel common...
Tuesday 19 August 2025
Commentary: Trump weighs 10% stake in Intel as US explores new model of industry control

The Trump administration is reportedly weighing a plan to take a 10% stake in Intel, potentially...

Monday 18 August 2025
Advent International acquires Swiss positioning chipmaker U-blox, expanding European footprint
Advent International has acquired Swiss positioning chip company U-blox in a deal valued at CHF1.05 billion (approx. US$1.86 billion). On August 18, 2025, U-blox announced that ZI...
Monday 18 August 2025
Beijing reportedly pushes local chip usage as H20 sales resume in China
As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their...