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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 15 July 2025
Nvidia caught between Washington's warnings and Beijing's welcome
As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking...
Tuesday 15 July 2025
Nvidia-MediaTek chip sees demand surge as China seeks alternatives
The GB10 chip co-developed by Nvidia and Taiwan's MediaTek is experiencing demand several times higher than expected as the product nears mass production, according to industry sou...
Tuesday 15 July 2025
Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...
Tuesday 15 July 2025
China's PIM chip sidesteps HBM restrictions, advanced node barriers
China remains at a disadvantage in high-bandwidth memory (HBM) and other advanced chip technologies, with sanctions on cutting-edge process nodes further delaying domestic semiconductor...
Tuesday 15 July 2025
Jensen Huang's G2 tango secures Nvidia H20 chip exports to China
Nvidia CEO Jensen Huang announced that the company is preparing to resume shipments of its H20 AI GPU to China, following reassurances from the US government that export licenses...
Tuesday 15 July 2025
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed...
Tuesday 15 July 2025
US tariffs disrupt China's PCB expansion plans in Thailand
China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on...
Tuesday 15 July 2025
China approves Synopsys-Ansys merger, but draws red lines on contracts
On the afternoon of July 14, 2025, China's State Administration for Market Regulation announced its conditional approval of US-based Synopsys' acquisition of Ansys shares. This deal...
Monday 14 July 2025
Huawei's 'Little HiSilicon' launches all-out chip blitz: from RISC-V MCUs to AI edge SoCs
HiSilicon (Shanghai) Technologies — Huawei's application-specific chip design arm known as "Little HiSilicon" — has launched a broad lineup of self-developed chips spanning...
Monday 14 July 2025
Unigroup's US$14 billion comeback: post-restructuring push spans chips, global reach, IPOs
On July 11, 2025, Tsinghua Unigroup marked three years since its strategic overhaul with a strong performance report highlighting its resurgence in China's high-tech sector. Over...
Monday 14 July 2025
Taiwan-partnered MiPhi eyes strategic edge in India's semiconductor ecosystem
MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan's Phison Electronics, is positioning itself as a key player in India's push for semiconductor...
Monday 14 July 2025
Kioxia, YMTC jump ahead with wafer-bonded NAND in volume production
Kioxia and YMTC are pioneering the use of wafer bonding technologies— CMOS directly Bonded to Array (CBA) and Xtacking, respectively — for next-generation NAND flash memory...
Monday 14 July 2025
E-paper industry set to reach US$10 billion as ESG trends drive adoption
Electronic paper (e-paper) applications are expanding rapidly as environmental concerns boost demand for energy-efficient display alternatives to traditional LCD and OLED screens...
Monday 14 July 2025
MediaTek posts 33-month revenue high in June, meets 2Q25 financial target
MediaTek posted a 33-month revenue high of NT$56.43 billion (approx. US$1.92 billion) in June 2025, up 24.91% from the previous month and 30.96% year over year. Overall revenue in...
Monday 14 July 2025
Weekly news roundup: China’s semiconductor setback, MediaTek gains on Qualcomm, and ongoing US-China chip tensions

Below are the most-read DIGITIMES Asia stories from July 7 to July 13, 2025. This week's top three highlights include China’s semiconductor...