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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 26 March 2025
IC design firms navigate foggy 2Q25 landscape as US tariff looms
As 2025 unfolds, IC design and component companies have generally reported that the first quarter proved more resilient than expected, with many observing that the "off-season" was...
Wednesday 26 March 2025
Taiwan matters: Qualcomm focuses on trio of areas
Qualcomm recently hosted a media luncheon in Taiwan to commemorate its 40th anniversary. The chip vendor outlined technological trajectories for the AIoT industry in the AI era and...
Wednesday 26 March 2025
Microsoft, Amazon, Nvidia urge Trump to revise chip export curbs
Tech companies with a combined market valuation of more than US$8 trillion are urging the Trump administration to rethink chip export restrictions that they fear will push US allies...
Wednesday 26 March 2025
New CEO's address at Intel Foundry event to draw attention
Notwithstanding external observers' concerns regarding its business outlook, Intel will proceed with its two annual conferences, Intel Vision 2025 and Intel Foundry Direct Connect,...
Wednesday 26 March 2025
Apple eyes 2nm chip leap by 2026 as TSMC production advances
Apple may adopt TSMC's 2-nanometer process technology for its mobile chips in 2026, moving beyond the current 3-nanometer technology, according to industry sources. The transition...
Wednesday 26 March 2025
Samsung to reportedly mass-produce ADAS chips for Hyundai
Samsung Electronics will reportedly mass-produce advanced driver assistance systems (ADAS) chips using its 5nm process for Hyundai Motor, according to South Korean media outlets....
Tuesday 25 March 2025
Chip rivals unite against Nvidia as AI battle hits the edge
Nvidia's recent revelations at GTC 2025 showcased its expanding partnerships across hardware and software vendors eager to accelerate AI development within its ecosystem. Meanwhile,...
Tuesday 25 March 2025
Five major changes in the 2025 TV market
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy...
Tuesday 25 March 2025
Panel industry braces for potential 2Q25 slowdown
The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting...
Tuesday 25 March 2025
Nvidia expands ASIC footprint through MediaTek NVLink deal
MediaTek announced at this year's GTC conference that it will deepen its partnership with Nvidia by integrating NVLink IP into its ASIC services. Industry sources suggest this partnership...
Monday 24 March 2025
DeepSeek and influence on global chip demand
DeepSeek stormed the LLM market, but may bring in more demand for AI chips in the future.
Monday 24 March 2025
Intel Japan chair retires, defends Gelsinger strategies citing 'bad timing'
Kunimasa Suzuki, chairman of Intel KK, the Japanese subsidiary of US semiconductor giant Intel, will retire at the end of March 2025. However, he will continue to serve as chairman...
Monday 24 March 2025
Chip companies flood Germany with US$6.5 billion in subsidy requests
Companies in the chipmaking industry are asking for three times the available subsidies from Germany’s latest funding program, setting up one of the first challenges for the...
Saturday 22 March 2025
SEMI Country excerpt 2: The unique 'Taiwan' advantage of Nvidia
Nvidia pays premium prices to TSMC but gains absolute market advantages. The key question now is: "Are you relevant to AI leaders or core enterprises?"
Friday 21 March 2025
Jensen Huang explains his unconventional strategy to reveal four-year roadmap
During the GPU Technology Conference (GTC) 2025 in San Jose, Nvidia founder and CEO Jensen Huang hosted an exclusive Taiwan Night dinner, where he addressed key Taiwanese industry...