Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 5 May 2025

China smartphone AP shipments, 1Q 2025

Smartphone AP shipments for Chinese brands are expected to rise 8.7% on year in the second quarter of 2025 as the brands are preparing inventory for the third quarter.

Monday 5 May 2025

Lip-Bu Tan's Intel: leaner, flatter, and betting big on packaging

Intel is undergoing its most sweeping transformation in decades under new CEO Lip-Bu Tan, who is steering the company away from the ambitious—but...

Monday 5 May 2025

Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction

According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...

Monday 5 May 2025

China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy

As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute...

Monday 5 May 2025

Qualcomm clinches full Samsung S25 win, yet real growth rides on auto and AI bets

After delays, Samsung Electronics dropped its in-house Exynos 2500 from the Galaxy S25 lineup, opting instead to power the entire series with Qualcomm's Snapdragon chips, securing...

Monday 5 May 2025

Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play

These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving...

Monday 5 May 2025

Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand

Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...

Friday 2 May 2025

Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?

Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...

Friday 2 May 2025

Taiwan's AI, semiconductor export growth remains strong despite US tariff hikes

Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan's AI and semiconductors...

Friday 2 May 2025

TCL rides display market rebound to record highs as supersized panels and strategic bets pay off

With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...

Friday 2 May 2025

Nvidia braces for regulatory headwinds ahead of 1Q earnings

Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...

Friday 2 May 2025

Amazon's AI ambition runs on self-designed silicon

Amazon is racing to redefine the future of AI—and it's building that future on silicon of its own design.

Friday 2 May 2025

MediaTek confident in long-term growth potential amid tariff uncertainties

MediaTek CEO Rick Tsai has delivered a strong message to stabilize the market amidst recent tariff-induced volatility. He stated that there have been no significant order adjustments,...

Friday 2 May 2025

Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

Following a grand 100-day inauguration celebration in Michigan on April 29, U.S. President Donald Trump returned to Washington the next...

Thursday 1 May 2025

Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next

Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing...

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