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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 11 July 2025
Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race
Seoul-based AI chip startup Rebellions is moving fast to stake its claim as South Korea's top domestic supplier of artificial intelligence (AI) semiconductors. The company is ramping...
Thursday 10 July 2025
Jim Keller: US restrictions only accelerate China's chip development
As the global semiconductor competition intensifies, Silicon Valley chip guru and Tenstorrent CEO Jim Keller has shared exclusive insights on China's chip market, export restrictions,...
Thursday 10 July 2025
Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea
Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major...
Thursday 10 July 2025
China's EDA shakeup stalls as Empyrean nixes Xpeedic deal

Empyrean Technology, one of China's top electronic design automation (EDA) vendors, announced on July 9 that it has terminated its proposed...

Thursday 10 July 2025
TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling
The global supply of CoWoS, or Chip-on-Wafer-on-Substrate, is tightening as demand for high-performance computing chips in AI applications continues to surge. These chips are simultaneously...
Thursday 10 July 2025
MediaTek bets on India for global automotive growth, targets 20% deployment share
MediaTek is intensifying its focus on India's fast-growing automotive market, with the company projecting the country will contribute 20% of its global automotive platform deployments...
Thursday 10 July 2025
Foldable smartphone market awaits Apple's entry as growth stalls
Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...
Thursday 10 July 2025
Taiwan-Germany academic collab reportedly finalizes semiconductor research projects
Taiwan and Germany reportedly have finalized the semiconductor research projects that their academics will be collaborating on from 2026 to 2029.
Wednesday 9 July 2025
How China's trade-in policy is reviving South Korea's 8‑inch chip sector
In the escalating US-China tensions, China's aggressive drive to boost domestic semiconductor production—coupled with a sweeping "trade-in" subsidy program—has led to...
Wednesday 9 July 2025
IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers
IBM has introduced its latest Power11 enterprise servers in Germany, featuring the Spyre accelerator chip designed for AI inference. The chip is manufactured using Samsung Electronics'...
Wednesday 9 July 2025
Taiwanese PCB firms navigate new tariff landscape, strategically pivots across Thailand, Vietnam, and Malaysia
The Trump administration has announced new reciprocal tariffs on Southeast Asian countries to address origin washing in supply chains. This move adds complexity to the manufacturing...
Wednesday 9 July 2025
Taiwanese display makers brace for indirect fallout from new US tariffs
As the 90-day suspension of reciprocal tariffs introduced by President Donald Trump draws to a close on August 1, 2025, the US has announced new tariff rates for 14 countries. These...
Wednesday 9 July 2025
GlobalFoundries goes full-stack on AI chips with MIPS buy
GlobalFoundries has announced an agreement to acquire MIPS, a supplier of AI and processor intellectual property (IP). The acquisition aims to broaden GlobalFoundries' customizable...
Wednesday 9 July 2025
MediaTek and Realtek go head-to-head in Ethernet chips battleground
High-end Ethernet chips continue to advance, while mid-range chips have expanded into broader applications. Particularly, automotive Ethernet is seeing a significant rise in adoption...
Wednesday 9 July 2025
US lifts EDA ban, revives Synopsys-Ansys China deal prospects
The US and China have reached a preliminary trade agreement that includes the resumption of rare earth exports from China. In tandem, several electronic design automation (EDA) software...