Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 12 May 2025

Malaysia eyes climb up the tech ladder as Southeast Asia's semiconductor veteran

Malaysia boasts resilient economic and industrial fundamentals, underpinned by reliable infrastructure, natural resource availability,...

Monday 12 May 2025

Weekly news roundup: China unveils 10nm chip tool, Huawei stealth-builds fabs, rare earth prices spike

These are the top-read DIGITIMES Asia stories from the week of May 5 – May 11. From major chipmakers reshaping strategies under geopolitical pressure to rare earth shocks...

Friday 9 May 2025

Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand

Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but down...

Friday 9 May 2025

WT Microelectronics sees minimal impact from US tariffs as semiconductor market rebounds in 2Q25

WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics...

Friday 9 May 2025

Chiplets technology gains ground as global semiconductor giants invest in modular chip future

TSMC, Intel, Samsung Electronics, and Advanced Micro Devices (AMD) are backing the modular semiconductor approach that breaks down system-on-chip (SoC) designs into smaller functional...

Friday 9 May 2025

WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand

WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and continued...

Friday 9 May 2025

Syncmold accelerates global Shift as Q1 revenue surges, eyes leadership beyond China

Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of...

Friday 9 May 2025

Apple developing specialized chips for glasses, new Macs, and AI servers

Apple Inc.'s silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs, and artificial intelligence...

Friday 9 May 2025

Infineon flags EUR400m revenue hit from tariffs, trims margin outlook

Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the...

Friday 9 May 2025

Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025

On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline...

Thursday 8 May 2025

Currency shock: Strong NT dollar puts Taiwan's IC distributors under 2Q25 pressure

A sharp rally in the New Taiwan dollar has rattled Taiwan's export-reliant industries, marking the currency's largest single-day gain against the US dollar since central bank data...

Thursday 8 May 2025

Fingerprint-first future: Elan Microelectronics steers into AI PCs, premium touch solutions

Elan Microelectronics Corp., a leading provider of notebook touch controller ICs, shared its latest financial results and operational updates during an investor briefing, while previewing...

Thursday 8 May 2025

TPK turns 1Q25 profit on better margins despite revenue dip; April sales rebound 27%

Touch panel maker TPK Holding Co. reported consolidated revenue of NT$13.7 billion (US$453 million) for the first quarter of 2025, down 13.5% quarter-over-quarter and 10.6% year-over-year...

Thursday 8 May 2025

Arm withholds 2026 outlook amid tariff concerns and market uncertainty despite strong royalty growth

Arm Holdings delivered an exceptional performance in its fiscal fourth quarter of 2025 earnings call on May 7, showcasing remarkable royalty revenue growth and strategic advancements...

Thursday 8 May 2025

Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders...

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