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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 24 March 2025
Chip companies flood Germany with US$6.5 billion in subsidy requests
Companies in the chipmaking industry are asking for three times the available subsidies from Germany’s latest funding program, setting up one of the first challenges for the...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Friday 21 March 2025
Jensen Huang explains his unconventional strategy to reveal four-year roadmap
During the GPU Technology Conference (GTC) 2025 in San Jose, Nvidia founder and CEO Jensen Huang hosted an exclusive Taiwan Night dinner, where he addressed key Taiwanese industry...
Friday 21 March 2025
Taiwan mandates 50% overseas hires for subsidized R&D to protect scarce local talent
Since 2015, Taiwan's Ministry of Economic Affairs (MOEA) has been promoting the "Global Innovation Partnership Initiatives Program", and in 2020, it launched the "A+ Industrial Innovative...
Friday 21 March 2025
Price war escalates in Chinese smart driving chip market as Qualcomm cuts prices and Nvidia responds
With the rapid development of smart driving technology, competition in China's electric vehicle (EV) market has intensified. Industry sources in China indicate that Qualcomm has cut...
Friday 21 March 2025
GTC 2025: Nvidia hosts Quantum Day despite CEO's prior skepticism
Despite a previous statement saying quantum computers may require an additional two decades to become very useful, Nvidia CEO Jensen Huang arranged the first Quantum Day at its GTC...
Friday 21 March 2025
McKinsey to Taiwan tech: stop hoarding cash—buy your way into the future
McKinsey & Company says Taiwan's tech sector—including its semiconductor leaders—is undervalued in global markets, citing overly cautious business practices. The consultancy...
Friday 21 March 2025
Nvidia CEO dismisses ASIC threat as "noncompetitive" — but AI inference competition is heating up
At a GTC media roundtable, when pressed on whether application-specific integrated circuits (ASICs) threaten Nvidia's AI dominance, CEO Jensen Huang didn't mince words.
Friday 21 March 2025
Malaysian IC design houses awaiting details of Arm deal
The Malaysian government recently announced a technology licensing agreement worth US$250 million with silicon intellectual property (IP) powerhouse Arm. The deal aims to assist the...
Friday 21 March 2025
GTC 2025: MediaTek CEO reflects on decades-long partnership with Nvidia
MediaTek CEO Rick Tsai, ex-TSMC chief, shared his 30-year history with Nvidia's Jensen Huang at GTC 2025, spotlighting their evolving partnership from gaming to AI.
Friday 21 March 2025
E Ink partners with Realtek to launch second-gen SoP for E-Paper shelf labels
E Ink, the leading company in electronic paper technology, has joined forces with Realtek Semiconductor to introduce a next-generation System on Panel (SoP) design for electronic...
Thursday 20 March 2025
Commentary: Nvidia GTC's Taiwan Night event offers clues as to why Jensen Huang adores Taiwanese suppliers
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Shifted Chinese orders to boost Taiwan OSAT revenue starting 2Q25
The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms, which will enhance the sales performance of associated Taiwan-based...
Thursday 20 March 2025
SoftBank's US$6.5B Ampere takeover: power play in AI chips with Arm
SoftBank Group is acquiring US-based chip designer Ampere Computing LLC for US$6.5 billion in cash, expanding its AI semiconductor portfolio. SoftBank's acquisition of Santa Clara-based...