Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 21 July 2025

Is computing the wrong focus? Lightmatter's 3D photonics tackles AI's data bottleneck

As AI workloads hit data movement bottlenecks, MIT spinoff Lightmatter is betting that photonics, not more transistors, holds the key to next-generation infrastructure. After years...

Monday 21 July 2025

Nvidia CEO Jensen Huang highlights China's unique role in AI innovation and tech ecosystem

Nvidia founder and CEO Jensen Huang recently visited China, and in a one-on-one interview with CCTV, he highlighted the uniqueness and significance of the Chinese AI market...

Monday 21 July 2025

Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon

As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...

Monday 21 July 2025

AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025

Weekly news roundup: Nvidia partners with Micron, Huawei's 'Little HiSilicon' launches, GB300 production begins

Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth...

Monday 21 July 2025

Synopsys closes US$35B Ansys deal to create unified chip-to-system design powerhouse

Synopsys has finalized its US$35 billion acquisition of Ansys, uniting two global leaders in electronic design automation (EDA) and multiphysics simulation. The deal closed shortly...

Friday 18 July 2025

US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

Friday 18 July 2025

Malaysia’s chip hub grows but local players struggle to take control

Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas...

Friday 18 July 2025

Inside Innolux’s retreat from a fading LCD battlefield

With China's domination in the global LCD panel industry, coupled with long-term overcapacity in panel production and the fact that higher-generation fabs are more efficient and cost-effective...

Friday 18 July 2025

InPsytech finalizes UCIe 2.0 compliant SoIC design for 3D heterogeneous integration

InPsytech, a leading company under the Egis Technology Group specializing in high-speed semiconductor IP solutions, has completed its advanced design for TSMC's Face-to-Face (F2F)...

Friday 18 July 2025

Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy

Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...

Friday 18 July 2025

Nvidia's return to China faces trust deficit as domestic rivals gain ground

Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...

Friday 18 July 2025

US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?

Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington...

Friday 18 July 2025

GB300 production underway: Nvidia's strategic shift brings relief to ODMs

Nvidia has begun limited production of its next-generation AI server platform, the GB300, with volume shipments expected to ramp up starting in September 2025, according to sources...

Friday 18 July 2025

Malaysia's road from foreign capital to homegrown innovation

Malaysia's semiconductor industry traces back to the 1970s. In August 1972, Malaysia's first free trade zone, the Bayan Lepas Free Industrial Zone (Bayan Lepas FIZ), was launched...

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