Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 30 September 2025

Synopsys marks 30 years in India with new Bengaluru R&D facility

According to multiple reports, including the Economic Times, CRN, and the Analytics India Magazine, Synopsys marked 30 years in India with the opening of...

Tuesday 30 September 2025

South Korea's Rebellions raises US$250M from Arm and Samsung, valued at US$1.4B

South Korean AI semiconductor startup Rebellions has raised US$250 million in a Series C round, backed by Arm Holdings Plc, Samsung Ventures, and Pegatron's VC arm, accelerating its...

Tuesday 30 September 2025

TSMC magnetic pull accelerates US expansion among Taiwanese suppliers

The semiconductor supply chain notes that previously, establishing and operating sites in the US was considered costly, and without long-term support from large orders, it was difficult...

Sunday 28 September 2025

SEA emerges as key hub amid shifting PCB supply chains

Taiwan-based Ampoc, a distributor and manufacturer of PCB wet process equipment and semiconductor materials, anticipates increasing overlap between PCB and semiconductor industries...

Sunday 28 September 2025

TSMC’s 2nm gamble stretches from Hsinchu to Arizona

Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading contract chipmaker, has begun ramping up production of its cutting-edge...

Sunday 28 September 2025

Qualcomm China head says robots, smart glasses could surpass phones, eyes deeper Android ties

Frank Meng, Chairman of Qualcomm China, believes that in the long run, two emerging categories have the potential to rival, or even eclipse, smartphones in market scale: robots and...

Sunday 28 September 2025

Qualcomm launches AI Acceleration Initiative at Beijing summit to advance edge AI deployment

Qualcomm China chairman Frank Meng introduced the "AI Acceleration Initiative" at a Beijing event on September 24, aiming to enhance collaboration across China's industrial ecosystem...

Saturday 27 September 2025

When LLMs outgrow the chip: Huawei's P/D separation redefines design choices

At Huawei Connect 2025, Huawei rolled out its Ascend 950, 960, and 970 AI chips with a three-year roadmap, headlined by the Ascend 950's new "P/D separation" design. The architecture...

Saturday 27 September 2025

Infineon, Rohm sign MOU to support flexible SiC power device shipments

Infineon Technologies announced on September 25, 2025, that it has signed a memorandum of understanding (MOU) with Japanese semiconductor manufacturer Rohm Semiconductor to collaborate...

Friday 26 September 2025

South Korean startup to launch Samsung 4nm-process LPU chip, at one-tenth cost of Nvidia's H100

South Korean startup HyperAccel—an IC design firm focusing on AI semiconductors for large language models (LLM)—will launch a language processing unit (LPU) AI chip using...

Friday 26 September 2025

Xiaomi to invest US$7b in chip R&D over 10 years

Xiaomi founder Lei Jun said in his September 25 keynote livestream that the company will invest at least CNY50 billion (US$7.01 billion) over the next decade in self-developed chips,...

Friday 26 September 2025

Apple, Qualcomm, and MediaTek pivot toward AI accelerators as 3nm era closes

The 2025 generation of flagship smartphone chips will mark the final run for 3nm processors — closing a chapter in semiconductor...

Friday 26 September 2025

Anpec says share price undervalued in Yageo public tender offer

Taiwanese passive components maker Yageo, on September 11, 2025, unilaterally announced plans to invest over NT$4.8 billion (US$158 million) to acquire a major stake in power management...

Friday 26 September 2025

China's CPU makers deliver strong half-year results, Loongson 3C6000 on track for 2026

China's CPU industry is gaining real traction, with listed players posting strong first-half 2025 earnings, resilient margins, and rising R&D outlays. Driven by state backing...

Friday 26 September 2025

Global chip sector faces 2026 slowdown: AI growth meets consumer market chill

The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...

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