Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 10 July 2025

Foldable smartphone market awaits Apple's entry as growth stalls

Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...

Thursday 10 July 2025

Taiwan-Germany academic collab reportedly finalizes semiconductor research projects

Taiwan and Germany reportedly have finalized the semiconductor research projects that their academics will be collaborating on from 2026 to 2029.

Wednesday 9 July 2025

How China's trade-in policy is reviving South Korea's 8‑inch chip sector

In the escalating US-China tensions, China's aggressive drive to boost domestic semiconductor production—coupled with a sweeping "trade-in" subsidy program—has led to...

Wednesday 9 July 2025

IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers

IBM has introduced its latest Power11 enterprise servers in Germany, featuring the Spyre accelerator chip designed for AI inference. The chip is manufactured using Samsung Electronics'...

Wednesday 9 July 2025

Taiwanese display makers brace for indirect fallout from new US tariffs

As the 90-day suspension of reciprocal tariffs introduced by President Donald Trump draws to a close on August 1, 2025, the US has announced new tariff rates for 14 countries. These...

Wednesday 9 July 2025

GlobalFoundries goes full-stack on AI chips with MIPS buy

GlobalFoundries has announced an agreement to acquire MIPS, a supplier of AI and processor intellectual property (IP). The acquisition aims to broaden GlobalFoundries' customizable...

Wednesday 9 July 2025

MediaTek and Realtek go head-to-head in Ethernet chips battleground

High-end Ethernet chips continue to advance, while mid-range chips have expanded into broader applications. Particularly, automotive Ethernet is seeing a significant rise in adoption...

Wednesday 9 July 2025

US lifts EDA ban, revives Synopsys-Ansys China deal prospects

The US and China have reached a preliminary trade agreement that includes the resumption of rare earth exports from China. In tandem, several electronic design automation (EDA) software...

Tuesday 8 July 2025

US-China semiconductor standoff sees tactical shifts as rare earths and EDA tools enter the fray

Industry insiders said US-China relations have been flammable ever since the trade war ignited, especially in the high-stakes arena of...

Tuesday 8 July 2025

Realtek's Q2 results remain stable, but sustainability in 2H25 remains uncertain

Taiwan-based network IC design giant Realtek announced its revenue for June 2025, reporting a monthly revenue of NT$10.207 billion (US$351 million), showing less than a 1% decline...

Tuesday 8 July 2025

Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025

China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away...

Tuesday 8 July 2025

Beyond display: how JDI aims to reinvent itself for the AI age

Small-to-medium-size panel maker Japan Display (JDI), despite having suffered 11 consecutive years of losses, global layoffs, and the recent resignation of its former CEO Scott Callon,...

Tuesday 8 July 2025

Intel repositions chip strategy, scales back 18A in favor of 14A

Intel's once-touted 18A chipmaking process, which former CEO Pat Gelsinger emphasized as a critical factor for surpassing competitor TSMC...

Tuesday 8 July 2025

EDA tool ban lifted, China's PCB industry seizes strategic opening

As demand surges for AI, HPC, and high-speed communications, the PCB industry is entering a new phase of advanced innovation. Chinese...

Monday 7 July 2025

US tariff rates: 10% or 70%? Industry says it will determine chip supply direction

Following the announcement of a preliminary tariff agreement framework with Vietnam, US President Donald Trump recently told the media that letters would soon be sent to several related...

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