Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 6 November 2025

TV panel prices continue to fall: production cuts fail to boost weak peak season

LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...

Thursday 6 November 2025

From Seoul to Munich: Nvidia's AI sovereignty goes global

In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea,...

Wednesday 5 November 2025

Automotive chip demand rebounds despite supply chain headwinds

Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...

Wednesday 5 November 2025

Commentary: Jensen Huang's South Korea charm offensive signals Nvidia's Asia pivot

When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went...

Wednesday 5 November 2025

Mediatek's subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth

MediaTek's subsidiary Airoha reported a steady financial performance for the third quarter of 2025, with revenue reaching NT$5.63 billion (US$182.5 million), marking a 2% sequential...

Wednesday 5 November 2025

Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026

MediaTek's subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue...

Wednesday 5 November 2025

Nvidia, Qualcomm join US$1B India deep tech alliance

Nvidia and Qualcomm Ventures have joined a growing consortium of US and Indian investors backing India's deep-tech ecosystem, underscoring rising global interest in the country's...

Wednesday 5 November 2025

Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung

Following Tesla's announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences...

Wednesday 5 November 2025

Nuvoton posts second straight loss on Japan plant woes, automotive slump

Nuvoton disclosed its consolidated financial results for the third quarter of 2024 during an investor briefing held on November 4, 2025, revealing revenue of NT$7.27 billion (US$235...

Wednesday 5 November 2025

WT Microelectronics navigates Nexperia supply disruption with alternative sourcing

As the Nexperia dispute continues, WT Microelectronics chairman Eric Cheng acknowledged that recent deliveries have been less stable. In response, the company has been helping customers...

Wednesday 5 November 2025

Airoha rises as MediaTek's key engine in networking chips

Airoha Technology has become a central hub for cross-company collaboration within the MediaTek Group. At its latest investor conference, the company detailed integration plans involving...

Wednesday 5 November 2025

Nexperia warns clients of supply halt and quality risks at China plant amid dispute

Dutch chipmaker Nexperia is warning clients that shipments from its Chinese factory are halted indefinitely. The company also says it cannot guarantee the quality of products from...

Wednesday 5 November 2025

TSMC leak prompts Taiwan to reform legal framework for technology protection

Three former TSMC engineers have been indicted for allegedly stealing trade secrets related to TSMC's 2nm process technology, violating the National Security Act (NSA). The case has...

Wednesday 5 November 2025

China reportedly ties Nexperia negotiations to CEO reinstatement and asset unfreeze

Talks between China and the Netherlands over Nexperia have made notable progress, attracting scrutiny from the European Union. EU Trade...

Wednesday 5 November 2025

US Treasury Chief hints Nvidia's Blackwell chips could one day reach China, but not right now

US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture...

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