Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 12 August 2025

Trump floats weakened Blackwell export to China in return for US revenue share

US President Donald Trump signaled on Monday that he'd be open to allowing Nvidia Corp. to sell a scaled-back version of its most advanced AI chip to China.

Tuesday 12 August 2025

Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging

When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors...

Monday 11 August 2025

PixArt shifts gears in 3Q25: gaming mouse momentum fades, game consoles take the lead

PixArt Imaging posted second-quarter 2025 revenue of NT$2.28 billion (approx. US$76 million), falling 2.9% quarter-over-quarter but rising 11.5% from a year earlier. Gross margin...

Monday 11 August 2025

Chipone circles back to STAR Market IPO after unraveling—and a CNY30B rebound

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted...

Monday 11 August 2025

WT Microelectronics AI data centers fuel massive growth into 2026

IC distribution giant WT Microelectronics' chairman Eric Cheng stated at the August 6, 2025, investor conference that strong AI demand will become the core growth driver for WT in...

Monday 11 August 2025

Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth

Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...

Monday 11 August 2025

Asia Optical profit soars on strong camera and drone lens sales

Asia Optical held an online investor conference on August 6, 2025, where chairman Yi-Jen Lai praised its second quarter performance. He shared that digital cameras and action cameras...

Monday 11 August 2025

Japan Display reports 42% revenue drop amid plant closure and major restructuring plans

Japan Display (JDI) reported a 42% on-year revenue drop in the first quarter of fiscal year 2025, ended June 30, 2025, falling to JPY32.4 billion (US$219.43 million). The net loss...

Monday 11 August 2025

Weekly news roundup: 'China for China' Strategy, Xiaomi's open-source voice AI, and Broadcom at OCP APAC

Below are the top DIGITIMES Asia stories from Aug 4 to Aug 10, 2025. The top three topics include 'China for China' drives Western chipmakers' strategy, Xiaomi releases open-source...

Monday 11 August 2025

Msscorps sets record 2Q25 revenue but posts loss on forex hit; AI demand fuels growth momentum

Taiwan-based materials analysis specialist Msscorps reported consolidated revenue of NT$545 million (US$18.24 million) for the second quarter of 2025, up 17.25% from the previous...

Monday 11 August 2025

Eternal Materials sees profits impacted by exchange losses, hopes for market recovery after tariff stabilization

Eternal Materials has reported revenue of NT$20.465 billion (approx. US$686 million) for the first half of 2025, down 5.2% year-over-year. Net profit attributable to the parent company...

Monday 11 August 2025

Nvidia, AMD agree to pay US 15% of China chip sale revenue

Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure...

Monday 11 August 2025

Sony rides record chip profits but says US production still out of reach

Sony Group experienced a strong first quarter in fiscal year 2025, with a 2% year-on-year rise in sales. Operating profit surged by 36%, pre-tax profit increased by 24%, and net income...

Monday 11 August 2025

From cost burden to growth engine: AI revolutionizes advanced packaging

At the OCP APAC 2025 conference, a high-profile panel brought together senior executives from TSMC, ASE, MediaTek, and Synopsys to examine how chiplets, advanced packaging, and next-generation...

Sunday 10 August 2025

Tesla's Dojo shutdown signals new alliances with Samsung and Intel in AI race

Tesla is dismantling its in-house AI supercomputer project "Dojo" and shifting gears toward a new external chip strategy involving Samsung...

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