CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 3 December 2025
AMD, HPE expand partnership around Helios rack-scale AI architecture
AMD and Hewlett Packard Enterprise (HPE) are expanding their long-standing partnership with a new plan to deliver open, rack-scale infrastructure for the AI era. HPE becomes one of...
Wednesday 3 December 2025
Nvidia CFO: US$100bn OpenAI agreement still unsettled

Nvidia CFO Colette Kress said at the UBS Global Technology and AI Conference in Arizona that the company's potential investment agreement...

Wednesday 3 December 2025
How Gelsinger's 'Made in America' vision challenges TSMC's Arizona ambitions
Pat Gelsinger describes himself as a born-again Christian who lives "at the intersection of faith and technology." For the former Intel CEO, reviving American semiconductor manufacturing...
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel...
Wednesday 3 December 2025
South Korea receives first 13,000 Nvidia GPUs under Jensen Huang's AI infrastructure pledge
Following Nvidia CEO Jensen Huang's commitment to supply 260,000 GPUs to South Korea, the government has received its first shipment of approximately 13,000 units, including the latest...
Wednesday 3 December 2025
Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers
Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding...
Wednesday 3 December 2025
AWS plays both sides as Trainium 4 leans into NVLink
In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent...
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
Wednesday 3 December 2025
ZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs
Zhen Ding Technology (ZDT) has signed a strategic cooperation agreement with drill-bit supplier Topoint Technology, creating a partnership centred on high-end PCB precision drilling,...
Tuesday 2 December 2025
Samsung launches first triple-folding phone with 10-inch display
Samsung Electronics announced its first triple-folding smartphone, the Galaxy Z TriFold, on December 2, 2025, marking the company's latest attempt to expand its foldable portfolio...
Tuesday 2 December 2025
Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

China's smartphone sales during the 2025 Singles' Day period posted only modest growth, and nearly all of the gains came from Apple,...

Tuesday 2 December 2025
Taiwan PCB makers ride LEO satellite boom
The race to claim a stake in the space economy is accelerating. As nations around the world ramp up plans for low-Earth-orbit (LEO) satellite constellations, roughly 70,000 satellites...
Tuesday 2 December 2025
MediaTek secures Google V7e chip order, eyes 2M units by 2027
Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026...
Tuesday 2 December 2025
Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges
Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering,...
Tuesday 2 December 2025
Copper shock, AI PCB demand recasts global CCL pricing
Costs for copper foil and electronic-grade glass fibre cloth are climbing at the same time that AI infrastructure build-out is fuelling strong demand for high-frequency, high-speed...