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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 5 September 2025
Huawei remains China’s sole heavyweight in AI chips
China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own...
Friday 5 September 2025
AI data centers turn to MCIO connectors as GPUs outgrow PCB traces
The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers...
Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Thursday 4 September 2025
MediaTek courts AI edge with duo play in PCs, Chromebooks
MediaTek's much-anticipated AI PC chip with Nvidia has yet to launch, but the Taiwanese firm is making headway in Chromebooks. Industry insiders argue that if Chromebooks were treated...
Thursday 4 September 2025
Acer unveils new products at IFA Berlin, gearing up for PC peak season
Ahead of IFA Berlin, Acer held its "next@acer" global product launch event, unveiling a range of new notebooks, tablets, mini workstations, monitors, and Wi-Fi routers. Among these,...
Thursday 4 September 2025
Odisha secures semiconductor deals at Semicon India 2025
Odisha emerged as a key player in India's semiconductor landscape at Semicon India 2025, securing multiple high-value investment commitments and unveiling ambitious manufacturing...
Thursday 4 September 2025
Acer targets AI inference market with new launches partnered with MediaTek and Nvidia
Acer is making a strong push into the AI inference market through strategic collaborations with MediaTek and Nvidia. On the eve of the Berlin IFA, Acer held its "next@acer" global...
Thursday 4 September 2025
Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips
With global smartphone sales leveling off, Qualcomm and MediaTek are taking their long-running rivalry into the fast-growing cloud AI ASIC market. DIGITIMES Research estimates MediaTek...
Wednesday 3 September 2025
Ant Group buys stake in InnoStar to back China's chip self-sufficiency
Ant Group has taken a minority stake in InnoStar Semiconductor (Shanghai) Co., a rising Chinese memory chipmaker, highlighting Beijing's drive for semiconductor self-sufficiency as...
Wednesday 3 September 2025
TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives
TSMC has surpassed Intel in the number of US patent applications for silicon photonics (SiPh), a crucial optoelectronic integration technology essential for artificial intelligence...
Wednesday 3 September 2025
Why TSMC is holding back on advanced packaging despite soaring demand
TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
Wednesday 3 September 2025
The four structural hurdles hampering China's AI GPU sector
Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and...
Tuesday 2 September 2025
China's AI industry shows steady growth despite US technology restrictions
China has been actively demonstrating advancements in its artificial intelligence (AI) sector. Despite still trailing major US companies, China continues to pursue development amid...
Tuesday 2 September 2025
LCD monitor panel shipments expected to decline in 3Q25 despite seasonal peak
Industry insiders anticipate a softer third quarter for LCD monitor panels in 2025, with shipments expected to fall about 5% compared to the second quarter, despite this period usually...
Tuesday 2 September 2025
Image processing supply chain eyes rising demand from drones
The growing demand for unmanned vehicles, especially amid the current wave of AI upgrades, heavily relies on advanced image processing capabilities. For drones, various image processing...