Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 21 August 2025

Chinese AI startup Butterfly Effect moves HQ to Singapore as its AI agent Manus surges to US$90M run rate

China's AI startup Butterfly Effect has revealed financial results for the first time, projecting an annualized revenue run rate of US$90...

Thursday 21 August 2025

Nvidia's impossible dilemma: trust on a string between Washington and Beijing

Nvidia's H20 chips have unexpectedly emerged as a new flashpoint in the intensifying tech rivalry between the United States and China. Reports that Washington installs trackers on...

Thursday 21 August 2025

Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain

Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...

Thursday 21 August 2025

Pixel 10 powered by Tensor G5 on TSMC 3nm with 34% CPU gain and 60% faster AI

Alphabet Inc. has introduced its latest Pixel 10 series smartphones featuring the newly developed Tensor G5 processor, marking the company's most significant upgrade in custom chip...

Thursday 21 August 2025

South Korea denies US plans to acquire Samsung shares amid CHIPS Act speculation

The South Korean presidential office has dismissed reports that the US government intends to purchase shares of Samsung Electronics Co., stating there is no factual basis for such...

Thursday 21 August 2025

Cirrus Logic expands partnership with GlobalFoundries to advance chip technologies

GlobalFoundries and Cirrus Logic have announced an expanded collaboration to accelerate the development of advanced semiconductor technologies aimed at powering future consumer and...

Thursday 21 August 2025

Intel reportedly seeks fresh equity infusion as it pushes turnaround in 2025

Intel is reportedly in talks with additional large investors to secure an equity infusion at a discounted price, people familiar with the matter told CNBC, as the US chipmaker...

Thursday 21 August 2025

Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook

Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...

Wednesday 20 August 2025

PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain

Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...

Wednesday 20 August 2025

Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers

Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...

Wednesday 20 August 2025

Global OSAT industry, 2025

Global OSAT revenue will increase by 5% year-over-year in 2025. Geopolitical factors have rapidly narrowed the market share gap between Chinese and Taiwanese companies.

Wednesday 20 August 2025

Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur

Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including...

Wednesday 20 August 2025

TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap

The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times,...

Wednesday 20 August 2025

Vietnam urges Qualcomm to deepen investments as the country nurtures IC design capabilities

Vietnam's Prime Minister Pham Minh Chinh has called on US semiconductor giant Qualcomm to expand its investments in the country, particularly in core technology areas within the semiconductor...

Tuesday 19 August 2025

Smartphone display market sees diverging price trends across panel types

The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing...

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