Global supply chain: Key components

Key components news coverage

IN THE NEWS

Sunday 21 September 2025

Nvidia's US$5B Intel stake sparks foundry jitters for TSMC, Samsung

Nvidia's US$5 billion stake in Intel has shaken the global semiconductor landscape, sparking debate over future foundry competition and supply chain realignment. While the deal excludes...

Sunday 21 September 2025

China's Cambricon taps into unprecedented boom in AI chips

Chinese AI chipmaker Cambricon Technologies is seizing what chairman and CEO Chen Tianshi describes as an "unprecedented opportunity" in intelligent computing. Surging domestic demand...

Saturday 20 September 2025

Intel-Nvidia's twin strategy faces speed test, but PC path leads, says DIGITIMES analyst

Nvidia and Intel on Thursday detailed a sweeping product roadmap that links their CPU and GPU platforms, while underscoring continued collaboration with Taiwan Semiconductor Manufacturing...

Saturday 20 September 2025

Samsung China chief: China's tech rise demands global attention

China's ambition to become the world's top manufacturing power by 2049 is far from a pipe dream, according to Jie Yang, President of Samsung China. Speaking at a South Korean parliamentary...

Friday 19 September 2025

China's OmniVision deepens Nvidia ties in DRIVE AGX Thor ecosystem

OmniVision Group, formerly Will Semiconductor, confirmed on September 16 that it has entered Nvidia's supply chain. The company is supporting...

Friday 19 September 2025

Intel–Nvidia pact fuses x86 and RTX, bolstering Tan’s turnaround strategy

Intel and Nvidia have struck a landmark deal, with Nvidia investing US$5 billion for about 4% of Intel. The two will co-develop SoCs integrating Intel's x86 CPUs and Nvidia's RTX GPUs,...

Friday 19 September 2025

Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains

Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...

Friday 19 September 2025

TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan's National Development Council

Chun-Hsien Yeh, the new minister of Taiwan's National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be...

Friday 19 September 2025

Energy warning for Korea's semiconductor cluster: grid, LNG plans clash with net-zero goals

The Yongin Semiconductor Cluster in South Korea, which is anchored by Samsung Electronics and SK Hynix, is currently under development. However, experts caution that there are unresolved...

Friday 19 September 2025

SiTime launches Titan timing chip for wearable devices

MEMS design company SiTime Corporation has introduced its new timing chip, Titan, aimed at the growing wearable device market. The new chip measures just 0.46mm by 0.46mm, significantly...

Friday 19 September 2025

Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth

US export controls have capped the performance of Nvidia's "China-only" GPUs, opening the door for domestic chipmakers to compete. Huawei's Ascend roadmap, announced at its 2025 Connect...

Friday 19 September 2025

Nvidia-Intel partnership targets AI PCs, exposing limits of ATX

Nvidia and Intel have announced their collaboration to create custom CPUs and GPU-integrated system-on-chips (SoCs), as limitations posed by the size of GPUs and cooling requirements...

Friday 19 September 2025

Alibaba's T-Head AI chip rivals Nvidia H20, wins major China Unicom data center deal

Alibaba's chip design arm T-Head has introduced its latest AI accelerator, the PPU, positioning it as a rival to Nvidia's China-only H20 GPU. The processor has already been rolled...

Friday 19 September 2025

Domestic AI chips forecast to capture over half of China's market by 2027

Once confined to gaming arcades, GPUs have transformed into the lifeblood of the AI revolution. Nvidia, the undisputed industry titan, wields what many call the "golden shovel" in...

Friday 19 September 2025

Imec CEO calls CMOS 2.0 the anchor for AI’s future

Dr. Luc Van den hove, president and CEO of Belgian research institute imec, used his keynote at SEMICON Taiwan 2025 to call for a global...

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