Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 22 August 2025

Google switches to TSMC for Tensor G5 as Pixel 10 series launches

Google has officially launched its latest lineup of Pixel devices, all powered by the next-generation Tensor G5 chip, built using TSMC's...

Friday 22 August 2025

Nvidia reportedly orders halts H20 chip production amid China market backlash

Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives...

Friday 22 August 2025

Equity-for-subsidies: Samsung and Seoul fear US govt overreach

The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...

Friday 22 August 2025

Nvidia CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC

Nvidia CEO Jensen Huang made an unannounced visit to TSMC on August 22, arriving at Taipei airport early in the morning by private jet. Huang stated that the purpose of this trip...

Friday 22 August 2025

Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain

Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...

Friday 22 August 2025

Samsung boosts 2nm chip competitiveness with Hyper Cell tech

Samsung Electronics' foundry business plans to leverage its Hyper Cell technology to maintain its competitiveness in the 2nm semiconductor process. By adopting a more flexible chip...

Friday 22 August 2025

ITC ruling against BOE opens door for South Korea, Taiwan's Novatek under pressure

The US International Trade Commission (ITC) has issued a preliminary ruling against China's BOE, banning its OLED panels from the US market for nearly 15 years. The decision opens...

Friday 22 August 2025

China signals soft resistance to US-approved Nvidia H20 shipments

On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia...

Friday 22 August 2025

Xiaomi readies next-gen XRing O2 chip as it pushes toward 2nm and beyond

Xiaomi is accelerating its in-house semiconductor development. After unveiling its first 3nm flagship SoC, the XRing O1, in 2025, industry sources say the company is now developing...

Thursday 21 August 2025

High-end PCB materials shortage looms as AI demand outpaces capacity

The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...

Thursday 21 August 2025

MediaTek automotive platform integrates Google ecosystem, leveraging diverse technologies

MediaTek recently announced that it has become the first partner to provide Google's Project Treble support specifically for the automotive ecosystem. The company will offer customers...

Thursday 21 August 2025

Research Insights: UCIe 1.1 upgrade aims at auto industry, boosts chiplet adoption

As automotive computing platforms increasingly demand higher performance, longer lifespans, and near-zero defect rates, chip architecture faces the challenge of balancing system reliability...

Thursday 21 August 2025

Chinese AI startup Butterfly Effect moves HQ to Singapore as its AI agent Manus surges to US$90M run rate

China's AI startup Butterfly Effect has revealed financial results for the first time, projecting an annualized revenue run rate of US$90...

Thursday 21 August 2025

Nvidia's impossible dilemma: trust on a string between Washington and Beijing

Nvidia's H20 chips have unexpectedly emerged as a new flashpoint in the intensifying tech rivalry between the United States and China. Reports that Washington installs trackers on...

Thursday 21 August 2025

Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain

Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...

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