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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational...
Monday 30 June 2025
Toppan's equity transfer in progress; Giantplus expands cooperation beyond procurement
Giantplus, a small- and medium-sized panel manufacturer, is undergoing an equity transfer as its parent company, Toppan, plans to transfer its 53.1% stake to JuYi Investment. This...
Monday 30 June 2025
Samsung reportedly promotes advanced 2nm process amid foundry setbacks
Samsung is pushing its second-generation 2nm process, SF2P, promising notable performance and efficiency gains. As its chip business faces mounting pressure, the company is betting...
Monday 30 June 2025
Rebellions builds AI chip with Samsung HBM3E in bid to rival Nvidia's H100
South Korean artificial intelligence chip startup Rebellions has unveiled a prototype of its next-generation neural processing unit (NPU), integrating Samsung Electronics' 12-stack...
Monday 30 June 2025
BOE ramps up iPhone OLED production, challenging Samsung and LG

Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according...

Monday 30 June 2025
Intel's CSO reportedly to leave today
Safroadu Yeboah-Amankwah, chief strategy officer (CSO) at Intel, is set to depart the company by June 30, marking one of the latest executive changes following Lip-Bu Tan's appointment...
Saturday 28 June 2025
Nvidia storms back toward $4 trillion
Two years after Nvidia Corp. made history by becoming the first chipmaker to achieve a $1 trillion market capitalization, an even more remarkable milestone is within its grasp: becoming...
Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...

Saturday 28 June 2025
Marvell bets big on custom AI chips to challenge Broadcom's lead

While Broadcom remains a dominant force in the AI ASIC market, Marvell Technology is working hard to catch up, much like AMD's continued...

Friday 27 June 2025
As US and Japan expand EUV capabilities, South Korea faces semiconductor setback

As the global race to develop next-generation semiconductor technologies accelerates, the United States and Japan are investing heavily...

Friday 27 June 2025
Innolux subsidiary CarUX acquires Japanese manufacturer Pioneer
CarUX, a tier 1 supplier of smart cockpit integration solutions and subsidiary of Taiwanese panel giant Innolux, announced on June 26, 2025 that it has signed a formal agreement with...
Friday 27 June 2025
TSMC expands its lead as global chip foundries enter '2.0' era
As semiconductor manufacturing becomes increasingly intricate, foundries are no longer confined to traditional chip fabrication. Instead, the industry is transitioning into what Taiwan...
Thursday 26 June 2025
Hardware falls behind as AI compute demand sparks new era for custom silicon
As the world shifts toward an "everything AI" paradigm, compute demands are rapidly outpacing hardware performance gains, ushering in what industry leaders are calling a golden decade...
Thursday 26 June 2025
Generalplus achieves automotive-grade certification for MCU, enters automotive electronics market
Generalplus has announced that its self-developed MCU product, the GPM32F9010RLQ, has passed the AEC-Q100 Grade 1 automotive-grade certification. This milestone represents the company's...
Thursday 26 June 2025
IC distributors pivot to Southeast Asia under trade turbulence

With US-China tariff tensions intensifying and global manufacturers racing to decentralize their supply chains, Southeast Asia is emerging...