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Global supply chain: Key components
Key components news coverage
IN THE NEWS
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...
Wednesday 26 November 2025
Google steps up in ASIC war, but brings mixed implications for MediaTek and Broadcom
Google has been on a streak of breakthroughs in AI. Gemini 3 has been outperforming major AI models, while it has also received strong engineering feedback on Antigravity. Its already...
Wednesday 26 November 2025
Taiwan's semiconductor prowess cements global tech hub status
Former Intel CEO Pat Gelsinger previously pointed to Taiwan's "precarious" position in the global geopolitical balance. This assessment has now reversed, however, as Gelsinger—now...
Tuesday 25 November 2025
Japan's AIST opens shared GAA pilot line to support 2nm-class process development
Japan's National Institute of Advanced Industrial Science and Technology (AIST) has opened a new shared pilot line capable of producing gate-all-around transistors, a move aimed at...
Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Tuesday 25 November 2025
Samsung reportedly begins mass production of Exynos 2600
Samsung Electronics has reportedly launched mass production of its latest mobile application processor, the Exynos 2600, sparking increased activity across South Korea's semiconductor...
Tuesday 25 November 2025
Meta reportedly eyes Google TPU adoption, intensifying pressure on Nvidia
Meta is reportedly negotiating to adopt Google's tensor processing units (TPUs) in its data centers starting in 2027, with plans to lease TPUs from Google Cloud as early as 2026....