Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 14 April 2025

China's GPU surge defies tariff fears, fuels semiconductor boom

As the US-China tariff saga intensifies, the Trump administration's decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain....

Monday 14 April 2025

US-China tariff clash escalates; hits semiconductor sector but boosts China's domestic chipmakers

Since President Donald Trump declared April 2 as "Liberation Day" and unveiled sweeping reciprocal tariffs, the US-China trade war has...

Monday 14 April 2025

CSIA issues urgent notice as new tariffs cause pricing chaos for imported chips in China

The escalation in the tariff war has affected the global chip supply chain, causing significant disruption in pricing within China's imported chip market. As a result, some OEMs have...

Monday 14 April 2025

French quantum startup Quobly eyes Taiwan for strategic semiconductor, academic partnerships

French quantum computing firm Quobly is seeking deeper ties with Taiwan's semiconductor industry and top academic institutions, as part of its broader strategy to commercialize semiconductor-based...

Saturday 12 April 2025

IRIS Optronics sees opportunity in cholesteric liquid crystal e-paper

In response to the growing demand for sustainable technologies, the e-paper market is expanding rapidly. E Ink, a leader in electrophoretic e-paper technology, faces competition from...

Saturday 12 April 2025

US tariff threat puts pressure on Taiwan's export strategy and TSMC investment plans

On April 9th, US President Donald Trump threatened to impose a 100% tariff on Taiwanese products if Taiwan Semiconductor Manufacturing Company (TSMC) does not invest in building a...

Saturday 12 April 2025

China's RF unicorn OnMicro eyes IPO backed by Huawei, Xiaomi — revenue surges past US$280M

Beijing Onmicro Electronics Co. (OnMicro), a top Chinese fabless RF chip designer, filed for an IPO on the Shanghai STAR Market on March 28, 2025...

Friday 11 April 2025

Tariffs bite into US chipmakers—South Korea and Europe fill in the gaps

US President Donald Trump has reignited trade tensions with 145% tariff on Chinese imports. Beijing responded in kind, imposing an identical 84% levy on US goods. The escalating trade...

Thursday 10 April 2025

Italy pulls support for STMicroelectronics CEO as board battle heats up

The Italian government is withdrawing its support for STMicroelectronics NV CEO Jean-Marc Chery and his management team, Finance Minister Giancarlo Giorgetti said.

Thursday 10 April 2025

Google unveils seventh-generation TPU for AI inference era

At the Google Cloud Next '25 conference, the company introduced the seventh-generation Tensor Processing Unit (TPU), Ironwood, designed for AI inference. This chip highlights Google's...

Thursday 10 April 2025

Vietnam factory plans uncertain as US tariffs cloud Taiwan touch panel makers' outlook

Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of...

Wednesday 9 April 2025

Infineon to acquire Marvell's automotive Ethernet unit for US$2.5 billion

Infineon Technologies AG has agreed to acquire Marvell Technology's automotive Ethernet business for US$2.5 billion, aiming to strengthen its automotive microcontroller (MCU) and...

Wednesday 9 April 2025

The Great Tech Reset 7: China's ambitious roadmap to semiconductor self-sufficiency

Compared to the wafer fabrication industry, which is highly restricted by equipment limitations, China's IC design sector—based on the opportunities within its domestic market—appears...

Wednesday 9 April 2025

Global wafer foundry industry and status, 2025

AI is expected to drive a 16.6% increase in global foundry revenue in 2025; however, mature process nodes remain under pressure, and 2nm process yield will be key to mass productio...

Wednesday 9 April 2025

MediaTek unveils Kompanio Ultra, hints at AI PC ambitions

MediaTek has launched its most powerful Chromebook platform to date, the Kompanio Ultra, signaling a significant leap in performance and AI capabilities. Built on TSMC's 3nm process,...

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