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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 13 November 2025
Taiwan wafer foundry industry, 4Q 2025
AI applications and preventive inventory stocking in the supply chain are providing support — Taiwan’s foundry industry revenue is expected to reach US$130 billion in 2025, with over...
Thursday 13 November 2025
WPG restructures to accelerate global expansion and lead in logistics
WPG Holdings has unveiled a comprehensive group restructuring plan that will consolidate its four subsidiaries—World Peace Industrial (WPI), Silicon Application Corporation...
Thursday 13 November 2025
Microsoft speeds up AI chip development with OpenAI IP licensing
Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...
Thursday 13 November 2025
Rebellions expands US presence with Silicon Valley hires, launches North America entity
South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position...
Thursday 13 November 2025
Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand
Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...
Thursday 13 November 2025
Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds
Infineon Technologies expects moderate growth in fiscal 2026 as geopolitical uncertainties, tariff risks, and currency fluctuations weigh on near-term performance. CEO Jochen Hanebeck...
Thursday 13 November 2025
Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
Thursday 13 November 2025
Infineon flags China EV headwinds as pricing pressure drags on auto outlook
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
Thursday 13 November 2025
Infineon posts stable 2025 results—and bets big on AI-driven power demand
Infineon Technologies ended fiscal 2025 with stable revenue and a rebound in profit, supported by strong demand for power and sensor products. The company expects moderate growth...
Wednesday 12 November 2025
Samsung vice chair exit triggers major leadership overhaul
Samsung Chairman Lee Jae-yong's right-hand man, Chung Hyun-ho, has suddenly retired. Chung led the Business Support Task Force (TF), and Lee is expected to take full control of Samsung's...
Wednesday 12 November 2025
Samsung Pyeongtaek P4 shifts to 1c DRAM production
Samsung will continue investment in the Phase 4 production line at its Pyeongtaek campus, converting the facility from foundry to 1c DRAM production. The latest monthly capacity is...
Wednesday 12 November 2025
SK Hynix targets 70% DRAM profit margin amid supply crunch
The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices...
Wednesday 12 November 2025
AMD's latest product roadmap revealed, Zen 7 debuts
AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen...
Wednesday 12 November 2025
WT Microelectronics and WPG post record October revenue on soaring AI chip demand
Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven...
Wednesday 12 November 2025
Nexperia crisis triggers IC design supply chain reshuffle
The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation...