Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 29 October 2025

Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

Qualcomm on Tuesday unveiled its latest AI accelerator cards, the AI200 and AI250, along with corresponding rack-level system designs,...

Wednesday 29 October 2025

High smartphone panel utilization drives mixed price trends

As holiday seasons approach, including China's Singles' Day and Black Friday in Europe and the US, the smartphone panel market has maintained high utilization rates in the fourth...

Wednesday 29 October 2025

LCD supply chain shift to Vietnam, but still lags behind China

Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...

Wednesday 29 October 2025

CPCA Show Plus 2025: China's PCB industry rallies around the AI boom

The CPCA Show Plus 2025, one of Asia's largest printed circuit board (PCB) exhibitions, opened on October 28, 2025, in Shenzhen, drawing hundreds of global electronics manufacturers...

Wednesday 29 October 2025

Intel's 18A and advanced packaging boost Taiwanese IP design firms

Intel, a leader in semiconductor integrated device manufacturing (IDM), is advancing its cutting-edge processes, such as 18A and 2.5D/3D advanced packaging. Taiwanese design service...

Wednesday 29 October 2025

Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

Nvidia CEO Jensen Huang declared that the US is entering "America's next Apollo moment," framing the rise of artificial intelligence...

Wednesday 29 October 2025

Nvidia stakes US$1 billion in Nokia to build AI-native 6G networks

In a landmark announcement marking what leaders are calling the beginning of the AI-native wireless era, Nvidia and Nokia have established...

Tuesday 28 October 2025

AMD MI355X to power US Department of Energy's new supercomputers

AMD and the US Department of Energy (DOE) have announced two next-generation supercomputing systems to be built at Oak Ridge National Laboratory (ORNL) — the Lux AI supercomputer...

Tuesday 28 October 2025

India's semiconductor ecosystem expands beyond fabs with software-IP firms

As India prepares to begin commercial chip production by late 2025, much of the discussion has focused on new fabs in Gujarat.

Tuesday 28 October 2025

Commentary: Intel's ASIC play fails to impress chipmakers

Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs....

Tuesday 28 October 2025

MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices

MediaTek is scheduled to hold its earnings call on October 31, where it is expected to provide clearer guidance for its fourth quarter of 2025 and full-year outlook amid persistent...

Tuesday 28 October 2025

Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure

Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking...

Tuesday 28 October 2025

NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound

NXP Semiconductors posted third-quarter revenue of US$3.17 billion, down 2.4% year-on-year but above the midpoint of its guidance, reflecting steady demand across key end markets...

Tuesday 28 October 2025

Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’

Samsung Electronics Co. chairman Lee Jae-yong marked his third anniversary as chairman on October 27, a milestone widely interpreted as the first year of the company moving past judicial...

Tuesday 28 October 2025

India kicks off domestic PCB supply chain drive; Tamil Nadu takes the lead

The Government of India has approved the first batch of seven projects under the Electronics Components Manufacturing Scheme (ECMS), with a total investment of INR55.32 billion (US$630...

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