Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 4 November 2025

SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models

Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker,...

Tuesday 4 November 2025

China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025

Chinese PCB firms quietly advance next-gen CoWoP packaging

A significant divergence emerged as Taiwan and China concluded their major PCB industry exhibitions in late October 2025. While Taiwanese manufacturers focused on supply bottlenecks...

Tuesday 4 November 2025

Onsemi maintains focus on 8-inch wafer ramp as non-core exits and seasonal trends shape outlook

Onsemi reported steady progress in its operational and manufacturing strategies during the third quarter of 2025, emphasizing controlled inventory buildup, ongoing consolidation of...

Tuesday 4 November 2025

Onsemi sees stabilization in automotive and industrial markets as AI-related revenue expands

Onsemi reported signs of stabilization across its core automotive and industrial markets in the third quarter of 2025, while its artificial intelligence-related business continued...

Tuesday 4 November 2025

Onsemi reports lower third-quarter revenue but signals stabilization in key markets

On November 3, Onsemi reported a decline in third-quarter 2025 revenue and margins, though its guidance for the fourth quarter indicates signs of stabilization across automotive and...

Tuesday 4 November 2025

Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market

Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250...

Tuesday 4 November 2025

CXMT launches LPDDR5X to target mid-high-end mobile market

CXMT has released its LPDDR5X products on its official website to coincide with rising global memory prices. Many major companies, such as Samsung, SK Hynix, and Micron, are benefitting...

Tuesday 4 November 2025

Nvidia Blackwell chips expose policy-corporate divide on China exports

During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...

Tuesday 4 November 2025

Hesai launches US$200 LiDAR to challenge Musk's claims

Chinese LiDAR manufacturer Hesai Technology has launched a new LiDAR priced at just US$200, challenging Tesla CEO Elon Musk's claim that relying on LiDAR is a "fool's errand." Although...

Monday 3 November 2025

India roundup: India steps up electronics component play

India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in...

Monday 3 November 2025

Nexperia China accuses Dutch parent of US$140 million debt

The Chinese arm of Dutch semiconductor maker Nexperia has publicly accused its headquarters of owing more than CNY1 billion (approximately US$140 million) in unpaid fees, escalating...

Monday 3 November 2025

Taiwan manufacturing set to gain as traditional and electronics sectors strengthen

The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls...

Monday 3 November 2025

MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth

Taiwanese integrated circuit (IC) design firm MediaTek reported third-quarter 2025 revenue at the high end of its guidance, driven by robust sales of its Dimensity 9500 chip. On a...

Monday 3 November 2025

Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan

The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics...

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