Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 8 August 2025

Trump's 100% semiconductor tariff risks second US chip shortage

US President Donald Trump unexpectedly announced on August 7, 2025, that semiconductors would face tariffs of around 100%. Taiwanese semiconductor firms are confused by the move,...

Friday 8 August 2025

Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt

President Donald Trump, in a sweeping move with significant implications for the global tech industry, announced on Tuesday a 100% tariff...

Friday 8 August 2025

Airoha projects strong 1H25 growth on European expansion and optical shipments

Airoha, MediaTek's chip subsidiary, reported strong growth for the first half of 2025 driven...

Thursday 7 August 2025

Shipments of high-end AI accelerators, 2025

High-end cloud AI accelerator shipments will exceed 10 million units in 2025, with Nvidia facing growing pressure as Huawei and AWS rise.

Thursday 7 August 2025

Samsung Display wins first MacBook order, BOE eyes iPads

As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...

Thursday 7 August 2025

Huawei's HiSilicon moves upstream with Zhuque AI display chips, pressuring Novatek and Raydium

Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display...

Thursday 7 August 2025

Nvidia's hiring plans intensify Taiwan's semiconductor talent crunch

At the 2025 COMPUTEX in Taipei, Nvidia CEO Jensen Huang announced plans to establish the company's Taiwan headquarters, dubbed "Nvidia...

Thursday 7 August 2025

Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths

Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...

Thursday 7 August 2025

AP Memory optimistic on IoTRAM and IPC growth despite FX losses

Memory IC design house AP Memory reported a net loss for the second quarter of 2025, due to approximately NT$980 million (US$32.7 million) in foreign exchange losses caused by the...

Thursday 7 August 2025

UALink, Broadcom spar over Ethernet's role in AI

Despite Nvidia's absence at the 2025 OCP APAC Summit, rival factions within the anti-NVLink camp clashed over competing interconnect strategies for next-generation AI infrastructure...

Thursday 7 August 2025

China smartphone AP shipments, 2Q 2025

Smartphone AP shipments to Chinese brands are estimated to rise only 3.9% year-over-year in the third quarter of 2025 because of inventory adjustments.

Thursday 7 August 2025

TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike

As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...

Thursday 7 August 2025

Broadcom’s Jericho4 extends AI networking beyond 100km

Broadcom has begun shipping its new Jericho4 Ethernet fabric router, a high-performance platform designed to meet the growing demands of distributed artificial intelligence (AI) in...

Wednesday 6 August 2025

Chiplet ecosystem gains momentum with Intel, TSMC, MediaTek backing

Leading semiconductor companies called for stronger adoption of open chiplet standards at the OCP APAC Summit 2025 in Taipei, highlighting...

Wednesday 6 August 2025

Monitor & NB panel prices remain stable through August

Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.

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