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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 27 November 2025
Commentary: How Huawei’s Kirin 9030 pushes into 7nm threshold
Huawei has launched the Mate 80 flagship series, with the Kirin 9030 once again capturing domestic and international attention. As the United States continues restricting China’s...
Thursday 27 November 2025
Intel backs Wei-Jen Lo—raising awkward questions for TSMC, Washington, and the chip world
Intel's controversial hiring of former TSMC senior vice president Wei-Jen Lo has escalated into one of the semiconductor industry's most sensitive personnel disputes in years. The...
Thursday 27 November 2025
Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and...

Thursday 27 November 2025
Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs
Taiwan's national quantum program is entering the final year of its first phase, with Academia Sinica and other research groups achieving significant breakthroughs. These include...
Thursday 27 November 2025
MediaTek research earns global recognition as CEO prepares plenary talk for ISSCC 2026
MediaTek announced that numerous company research papers have been accepted at leading global academic conferences in semiconductors, artificial intelligence (AI), and communications...
Thursday 27 November 2025
Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance
The surge in global AI infrastructure demand is driving major upgrades in PCB material specifications, but it has also exposed supply shortages of critical upstream materials such...
Wednesday 26 November 2025
Global wafer foundry industry, 2026 and beyond
Global wafer foundry revenue is estimated to achieve a CAGR of 14.3% from 2025 to 2030, though the AI bubble and geopolitical risks need to be noted.
Wednesday 26 November 2025
US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey
A new McKinsey report says the global semiconductor landscape is undergoing a dramatic divergence, with the US emerging as the center of leading-edge computation while Europe pivots...
Wednesday 26 November 2025
Taiwan boosts 2026 budget for 5 trusted industries, semiconductors and AI in spotlight
National Development Council (NDC) minister Chun-Hsien Yeh has pointed out that shifting global geopolitical risks are disrupting supply chains. To adapt, Taiwan aims to seize the...
Wednesday 26 November 2025
China submits 96 papers to top chip design conference, nearly double US and South Korea
The International Solid State Circuits Conference (ISSCC) will take place from February 15 to 19, 2026, in San Francisco, US, with MediaTek CEO Rick Tsai delivering the opening keynote...
Wednesday 26 November 2025
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing...
Wednesday 26 November 2025
0.18-micron tech makes a comeback in IC design research
While TSMC is actively building and expanding 2nm fabs and MediaTek's chips are advancing to the 3nm process node, the long-overlooked 0.18-micron technology is unexpectedly making...
Wednesday 26 November 2025
Samsung reverses five-year promotion decline to bolster AI and chip leadership
Samsung Electronics has announced its 2026 senior executive promotions, marking a sharp departure from its five-year pattern of steadily reducing the number of high-level advancements...
Wednesday 26 November 2025
Nvidia sparks AI data center power architecture revolution; Taiwan's top wire bonding firms poised to benefit
Nvidia will implement 800V infrastructure in its Vera Rubin platform by 2027, with Taiwanese firms leveraging EV expertise for AI servers, potentially boosting revenue in AI power...
Wednesday 26 November 2025
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints...