Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 23 October 2025

China's polarizer push leaves Taiwan rivals fighting for survival

China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...

Thursday 23 October 2025

Taiwan dispels US investment relocation fears

Taiwan's top economic and technology officials have dismissed concerns that the island's semiconductor ecosystem investments in the US represent industrial relocation. The pushback...

Thursday 23 October 2025

Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom

As artificial intelligence (AI) and high-performance computing (HPC) lead a new industrial revolution in the PCB sector, Taiwanese giants Zhen Ding Tech (ZDT) and Unimicron are optimistic...

Thursday 23 October 2025

Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB integration

Tongtai and Contrel are focusing on the convergence of semiconductors and PCBs in advanced TGV packaging. Taiwanese companies aim to lead in this area, as Tongtai seeks profitability...

Thursday 23 October 2025

MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai

MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have...

Thursday 23 October 2025

AI server PCB demand fuels fierce CCL material supply battle

As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...

Thursday 23 October 2025

TPCA Show 2025 highlights AI-driven PCB industry revolution

The 26th Taiwan Printed Circuit Association Show (TPCA Show 2025) officially opened on October 22, 2025. During the event, Unimicron chairman Tzyy-Jang Tseng delivered a keynote speech...

Thursday 23 October 2025

Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer

Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...

Wednesday 22 October 2025

Taiwan's Topoint unveils advanced drilling solutions for AI-Era PCBs at TPCA show 2025

The TPCA Show 2025 — the printed circuit board industry's premier annual event — officially opened on October 22 in Taipei,...

Wednesday 22 October 2025

Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

In a rare late-night statement issued on October 21, China's Ministry of Commerce disclosed that Minister Wang Wentao held a phone call...

Wednesday 22 October 2025

South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo

South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian...

Wednesday 22 October 2025

Samsung's Exynos 2600 returns to flagship-level performance

Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with...

Wednesday 22 October 2025

OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance

OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...

Wednesday 22 October 2025

Ventec unveils next-gen PCB materials for AI servers, green electronics at TPCA 2025

Taiwan-based Ventec International Group, a niche copper-clad laminate (CCL) supplier, unveils its latest material innovations for manufacturing AI server printed wiring boards (PWBs)...

Wednesday 22 October 2025

Foreign investment drives Taiwan's semiconductor output to NT$6 trillion

In 2024, AI drove Taiwan's semiconductor output to surpass NT$5 trillion (approx. US$162.9 billion). It is expected to grow another 20% in 2025 to reach NT$6.3 trillion. Additionally,...

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