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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 12 December 2025
AI hardware landscape shifts from GPUs to NPUs as edge computing gains ground
As artificial intelligence (AI) transitions from cloud-centric operations to edge devices, the hardware that powers AI is undergoing significant change. While graphics processing...
Friday 12 December 2025
VPEC will focus on optical components in 2026
AI data centers are seeing rapidly increasing demand for HPC and big data processing. The shift from traditional copper wiring to fiber optics boosts data transfer rates while lowering...
Friday 12 December 2025
Taiwan firms tighten hold on AI-server PCB drilling supply chain
Explosive AI infrastructure investment is driving a broad upgrade across the PCB value chain, pulling high-end AI server and materials demand sharply higher. PCB layer counts and...
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...
Friday 12 December 2025
CPO tech and Taiwan player deployment
Commercial operation of CPO is counting down, with the Taiwanese ecosystem actively responding to technical challenges and strengthening its first-mover advantage.
Friday 12 December 2025
Broadcom forecasts surging AI chip demand after record fourth quarter results
Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal...
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...
Friday 12 December 2025
MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand
MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...
Friday 12 December 2025
LCD TV panel market defies 4Q25 slowdown on 2026 demand bets
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...
Thursday 11 December 2025
Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case
Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture...
Thursday 11 December 2025
EU court cuts Intel antitrust fine to about EUR237 million
Intel has secured a reduction of nearly EUR140 million (approx. US$163.7 million) in its remaining EU antitrust penalty, though the bloc's second-highest court upheld the finding...
Thursday 11 December 2025
MediaTek reports November revenue decline but maintains positive annual growth outlook
Taiwanese IC design company MediaTek announced its revenue for November 2025 at NT$46.896 billion (approx. US$1.51 billion), reflecting a 9.86% decrease from October but a 3.65% increase...
Thursday 11 December 2025
Commentary: China's PCB edge survives G2 decoupling
As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling...
Thursday 11 December 2025
SK Hynix reaps largest benefits from H200 export approval
US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting Samsung Electronics and SK Hynix. iNews24 and IT Chosun reported that...
Thursday 11 December 2025
Qualcomm acquires Ventana Micro Systems to strengthen RISC-V CPU capabilities
Qualcomm has acquired Ventana Micro Systems Inc., a move aimed at bolstering its capabilities in the RISC-V instruction set architecture (ISA) and custom CPU development. The acquisition...