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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Sunday 6 July 2025
From behind the curve: Apple and Xiaomi chase long-dominated 5G modem self-reliance
Apple and Xiaomi are doubling down on efforts to develop in-house 5G baseband chips, joining a race long dominated by tech heavyweights like Qualcomm and MediaTek. Both companies...
Friday 4 July 2025
With d-Mode GaN, Renesas seeks edge in high-power semiconductor market
Following its acquisition of US-based GaN pioneer Transphorm, Renesas Electronics is ramping up its ambitions in the wide-bandgap power semiconductor space. With a bold pivot away...
Friday 4 July 2025
Malaysia lays quiet groundwork to become regional IC design hub
Malaysia is advancing its integrated circuit (IC) design capabilities through a recent 10-year technology licensing deal worth US$250 million with Arm Holdings, aiming to strengthen...
Friday 4 July 2025
Huawei's semiconductor matriarch charges forward with dual front: chips and talent
As US-China tech tensions intensify, Huawei is accelerating efforts to achieve technological independence after being added to the US Entity List in 2019. He Tingbo, president of...
Friday 4 July 2025
WPG's split-path strategy signals deeper shift in chip distribution model
WPG Holdings, Asia's largest semiconductor distributor, is reportedly preparing a major organizational revamp centered on a "dual-engine" strategy, designed to break through global...
Friday 4 July 2025
AOS to settle US export violation with US$4.25 miilion over Huawei shipments
Alpha and Omega Semiconductor (AOS), a California-based chipmaker, has agreed to pay US$4.25 million to resolve allegations that it violated US export controls by shipping restricted...
Friday 4 July 2025
SEMICON Taiwan 2025 to launch AI chip packaging alliance, highlighting advanced packaging and ecosystem resilience
SEMICON Taiwan 2025 is scheduled to take place from September 10 to 12 at the Taipei Nangang Exhibition Center, with a series of technical forums kicking off on September 8. A key...
Friday 4 July 2025
Uneven customer demand and development keep ASIC providers walking on thin ice
While optimism about cloud ASICs is rising, demand and development vary widely among clients. Some with strong development teams are steadily increasing their ASIC needs, while others...
Friday 4 July 2025
Communication suppliers respond to Trump tariffs with cautious diversification
On June 2, US President Donald Trump announced a trade agreement imposing a 20% tariff on imports from Vietnam and a 40% tariff on transshipped products. The new tariffs have garnered...
Friday 4 July 2025
China's local CPU and GPU companies cultivate talent alliances with universities
With the rapid development of artificial intelligence (AI) technology, the demand for computing power continues to rise, placing AI chips at the heart of global tech competition....
Friday 4 July 2025
Infineon targets 4Q25 for 12-inch GaN sample rollout as scaling accelerates
Infineon Technologies AG has announced progress in its scalable gallium nitride (GaN) semiconductor manufacturing using 12-inch wafers, aiming to supply customer samples by the fourth...
Friday 4 July 2025
TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of...

Friday 4 July 2025
Global CoWoS players and capacity, 2025-2026
Total CoWoS/CoWoS-like capacity is expected to reach 1.31 million units in 2026; TSMC's annual capacity growth will slow to 26%, while Amkor and SJ Semiconductor are emerging playe...
Friday 4 July 2025
South Korea cuts reliance on Japanese chip materials, but faces hurdles in advanced technologies
In the high-stakes world of semiconductors, materials are everything. In South Korea, the issue became a national priority after a 2019 trade dispute with Japan sent shockwaves through...
Thursday 3 July 2025
Samsung completes development of 1c DRAM, paving way for HBM4 rollout

Samsung Electronics has successfully developed its sixth-generation DRAM, known as 1c DRAM, built using a 10nm class process. The product...