Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 17 June 2025

Taiwan imposes new export controls on products sold to Huawei, SMIC, and other Chinese firms

the International Trade Administration (ITA), under Taiwan's Ministry of Economic Affairs, has announced a new export control measure...

Tuesday 17 June 2025

Naver to build AI data center in Morocco with Nvidia, targeting EMEA market

Naver announced plans to build a next-generation artificial intelligence (AI) data center in Morocco in partnership with Nvidia and other...

Tuesday 17 June 2025

LG Display sues Tianma, escalating the latest round of China-South Korea display patent battle

South Korean display technology firms have intensified patent litigation against Chinese competitors, reflecting growing tensions in the sector. Following Samsung Display's ongoing...

Tuesday 17 June 2025

Johor–Singapore Economic Zone's grand ambition to transform SEA's tech landscape

Just across the narrow Johor Strait from Singapore lies Malaysia's Johor state, a region that for decades has shared deep economic ties with the city-state. Yet despite their geographic...

Tuesday 17 June 2025

AI ASIC drives expansion in semiconductor test market, intensifying competition among Taiwanese test interface firms

As artificial intelligence (AI) applications extend from the cloud to the edge, the surge in AI application-specific integrated circuits (ASICs) is accelerating growth in the semiconductor...

Tuesday 17 June 2025

China joins US in brain implant race with clinical trial

China's first clinical trial of a technology that allows signals from the brain to control an external device has proved successful, making it only the second country after the US...

Tuesday 17 June 2025

AMD takes on Nvidia with six AI acquisitions

In a rapidly evolving AI landscape, AMD's CEO, Lisa Su, has emerged as a formidable challenger to Nvidia's dominance, particularly in the AI hardware sector. Su, having led AMD to...

Tuesday 17 June 2025

Qualcomm eyes cloud AI with Alphawave deal as MediaTek bets on Google

Qualcomm is accelerating its pivot toward the cloud with the acquisition of Alphawave, a company known for its high-speed data transmission solutions. The deal signals Qualcomm's...

Tuesday 17 June 2025

Huawei hits a ceiling? US caps Huawei's 2025 AI chip output at 200,000 units

Huawei Technologies is expected to produce no more than 200,000 Ascend-series AI chips in 2025, according to the US Department of Commerce, highlighting China's advancing chip design...

Monday 16 June 2025

Intelligo leverages AI acoustics to power Switch 2, drive 150% revenue surge in 2025

Taiwan-based Intelligo, an ASIC design firm focused on AI acoustics and voice recognition, expects substantial growth in 2025 driven by three core segments—gaming consoles,...

Monday 16 June 2025

Sony delays image sensor market share target amid customer slowdown and China competition

Sony has pushed back its target to capture a 60% revenue market share in image sensors, originally set for 2025, citing sluggish growth and rising competition. The announcement was...

Monday 16 June 2025

China's 15th Five-Year Plan (1): National-level expert discusses equipment challenges and new opportunities

China is set to launch its 15th Five-Year Plan in 2026. Reviewing the progress of China's semiconductor equipment industry over the past five years and gaining insight into its trajectory...

Monday 16 June 2025

Analog chipmakers defy semiconductor gloom with optimistic outlook

While many chipmakers remain cautious about market conditions heading into 2025—especially those outside the booming cloud AI sector—companies...

Monday 16 June 2025

Hanwha Semitech faces patent war with Hanmi Semiconductor over TCB breakthrough

A high-stakes patent dispute between Hanwha Semitech and Hanmi Semiconductor over a critical piece of equipment in the HBM production process — the TCB machine — is set...

Monday 16 June 2025

AMD launches new AI chips as UALink rallies industry support against Nvidia's ecosystem lock-in

AMD has unveiled a new lineup of next-generation AI processors and rack-scale system solutions, marking its most aggressive move yet...

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