Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 1 September 2025

India roundup: Modi turns US 50% tariff blow into reform push

The US's 50% tariff on India took effect on August 27, dealing a blow to Indian exporters. India's semiconductor push is gaining traction.

Friday 29 August 2025

Hybrid models, local servers, and Netweb's role in India's AI ecosystem

India's ambition to become a trillion-dollar digital economy is creating demand for AI infrastructure that can support both rapid experimentation and cost efficiency.

Friday 29 August 2025

VeriSilicon to buy RISC-V pioneer Nuclei, shares halted in Shanghai

VeriSilicon Microelectronics (Shanghai), China's top semiconductor IP and custom chip design service provider, said on August 28 that it will acquire Nuclei System Technology, a Shanghai-based...

Friday 29 August 2025

IBM and AMD partner on quantum-centric supercomputing to advance next-generation computing

IBM and AMD announced plans to develop next-generation computing architectures that combine quantum computers with high-performance computing (HPC), a concept known as quantum-centric...

Friday 29 August 2025

Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers

As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...

Friday 29 August 2025

Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue

Macnica Anstek, Japan-based Macnica's subsidiary in Taiwan, reported rising orders supported by recovery in industrial control and automated test equipment (ATE) markets, alongside...

Friday 29 August 2025

AEMC, Nanpao, and Trusval form JV targeting high-end semiconductor packaging adhesives

AEMC, Nanpao, and Trusval, on August 28, 2025, announced the establishment of a joint venture (JV) with a capital of NT$500 million (US$16.4 million). The shareholding is divided...

Friday 29 August 2025

VMware remains cautious on expanding support for Arm architecture despite growing market interest

VMware has neither confirmed nor denied rumors suggesting imminent large-scale support for Arm architecture in its cloud computing offerings. While acknowledging customer demand for...

Friday 29 August 2025

India-based boAt, HrdWyr unveil indigenously designed chip with Tata Electronics support

boAt has partnered with semiconductor startup HrdWyr to launch the HrdWyr Indus 1011, a high-volume chip fully designed in India, with assembly, packaging, and testing enabled by...

Friday 29 August 2025

Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom

Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...

Friday 29 August 2025

AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Friday 29 August 2025

Samsung reportedly explores BOE's WOLED panels for its gaming monitors

BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors,...

Friday 29 August 2025

Nvidia and Google cash in on AI inference as AMD racks up losses

Global technology giants are racing to expand AI inference capacity, and Morgan Stanley says the economics are proving extraordinary. A new report from the bank, based on detailed...

Thursday 28 August 2025

US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table

The Trump administration's move to take a 10% stake in Intel has intensified debate over whether CHIPS and Science Act subsidies could be linked to equity ownership, fueling concerns...

Thursday 28 August 2025

Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge

PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...

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