Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 16 April 2025

Commentary: No Computex, but Taiwan remains key to AMD's US plans

AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...

Wednesday 16 April 2025

Xiaomi's first in-house SoC set to launch, led by ex-Qualcomm veteran

Xiaomi is restructuring its mobile division ahead of the launch of its first in-house smartphone SoC, branded "Xuanjie." According to ICsmart and Guancha, the company...

Wednesday 16 April 2025

Huawei debuts 'nuclear-grade' AI supernode, but power-hungry design puts cooling to test

Huawei has launched its CloudMatrix 384 supernode, a significant advancement in AI infrastructure, now undergoing large-scale deployment...

Wednesday 16 April 2025

Trump launches critical minerals probe to weigh new tariffs

President Donald Trump launched a probe into the need for tariffs on critical minerals, the latest action in an expanding trade war that has targeted key sectors of the global econ...

Wednesday 16 April 2025

Nvidia's China strategy set back by new US ban on H20 chip

Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...

Tuesday 15 April 2025

Trump reciprocal tariff impact on semiconductor industry

The semiconductor industry temporarily escapes Trump's reciprocal tariff impact, but systemic risks remain unavoidable.

Tuesday 15 April 2025

Tariffs help US chips edge out Taiwan's IC designers? In this game, origin trumps heritage

As the US unleashes a sweeping new wave of global tariffs, speculation is swirling over whether Taiwanese IC design houses will lose ground to American rivals benefiting from tariff...

Tuesday 15 April 2025

AMD advances US chip strategy with TSMC, joining Nvidia in massive domestic shift

In a visit to Taiwan on April 15, 2025, AMD CEO Lisa Su disclosed that the company is partnering with TSMC to fabricate chips in Arizona, a development that came after a similar plan...

Tuesday 15 April 2025

Chinese IC vendors cease quotes, shift to domestic alternatives amid trade dispute

The escalating US-China tariff conflict, now featuring tariffs exceeding 100%, is significantly impacting global tech supply chains, particularly in the semiconductor sector. This...

Tuesday 15 April 2025

Onsemi abandons US$3.9 billion bid for Allegro MicroSystems

On April 14, 2025, Onsemi announced the termination of its pursuit to acquire Allegro MicroSystems. The company has officially withdrawn its all-cash proposal, valued at US$35.10...

Tuesday 15 April 2025

Intel sells majority stake in Altera to Silver Lake for US$4.46 Billion; Raghib Hussain named CEO

Intel has announced an agreement to sell a 51% stake in its programmable chip business, Altera, to private equity firm Silver Lake for US$4.46 billion. The deal values Altera at US$8.75...

Tuesday 15 April 2025

TSMC, Foxconn and Wistron join Nvidia’s US$500B push to manufacture AI chips and servers in the US

As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant...

Tuesday 15 April 2025

South Korea eases work-hour limits for semiconductor sector, Samsung first to benefit

In a bid to bolster its competitiveness in advanced technologies, the South Korean government has extended the maximum approval period for longer working hours in the semiconductor...

Monday 14 April 2025

AMD CEO reportedly to visit Taiwan amid tariff uncertainty

Lisa Su, CEO of AMD, is reportedly visiting Taiwan to participate in the National Taiwan University's Royal Palm Lecture Series on April 15, 2025, where she will deliver a keynote...

Monday 14 April 2025

Tariff uncertainty casts a pall over panel demand as industry leaders await repercussions

In a reprieve for global markets, US President Donald Trump has announced a 90-day suspension of reciprocal tariffs on nations yet to retaliate, imposing only a baseline 10% levy...

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