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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 10 March 2025
Intel's struggles: TSMC's dominance, Trump's strategy, and the outlook of 'Made in America'
The founder of TSMC, Morris Chang, and former Intel CEO Craig Barrett, both seasoned veterans in the semiconductor industry, have weighed in on Intel's foundry business. Chang, in...
Friday 7 March 2025
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new...
Friday 7 March 2025
Broadcom's bullish AI forecast drives robust growth as hyperscale demand surges
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, soared in late trading after an upbeat forecast reassured investors that spending on artificial intelligence...
Friday 7 March 2025
OpenAI, Oracle eye Nvidia chips worth billions for Stargate site
OpenAI and Oracle plan to begin filling a massive new data center in Texas with tens of thousands of powerful AI chips from Nvidia in the coming months, part of a push to get the...
Friday 7 March 2025
TSMC's US investment highlights Taiwan's equipment dependency
Taiwan has historically attained significant self-sufficiency in panel production equipment and materials; however, its self-sufficiency in semiconductor equipment and materials is...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Friday 7 March 2025
Goodix drops Viewtrix acquisition over pricing dispute, citing shareholder interests
Goodix Technology has scrapped its planned acquisition of Viewtrix Technology (Shenzhen Yunyinggu) after more than three months of negotiations, according to Sina.
Friday 7 March 2025
MediaTek bets on AI-driven growth with Dimensity 9500
MediaTek sees AI innovation as a key driver for mobile applications over the next two years. Its upcoming Dimensity 9500 already generates stronger customer traction than its predecessor...
Friday 7 March 2025
Compound semiconductor market on track for US$25 bln by 2030, fueled by EVs, 5G, and AI
The global compound semiconductor market is projected to reach US$25 billion by 2030, growing at an annual rate of nearly 13% from 2024, according to Yole Group's Activity Manager...
Friday 7 March 2025
A vision of robust PC upgrade cycle fuels optimism for 2025
Taiwanese semiconductor firms have recently shared their perspectives on the PC market's trajectory for 2025, exuding optimism. This bullish sentiment stems from a confluence of factors...
Friday 7 March 2025
New contender in the error-corrected computing race: AWS's Ocelot quantum chip
AWS has entered the quantum computing race with Ocelot, a chip featuring built-in error correction aimed at dramatically slashing development costs. The move follows IBM, Google,...
Thursday 6 March 2025
Taiwan wafer foundry industry, 1Q 2025
Taiwan wafer foundry industry is witnessing a slowdown in the first quarter of 2025, but will enjoy a recovery in the second quarter, but the mature process business will continue...
Thursday 6 March 2025
Allegro deems Onsemi's $6.9B cash bid "inadequate"
In a bold move that is shaking up the semiconductor industry, Onsemi has publicly disclosed an unsolicited proposal to acquire Allegro MicroSystems for US$35.10 per share in cash,...
Thursday 6 March 2025
Marvell demos 2nm silicon IP, developed with TSMC
Marvell Technology has unveiled its first 2nm silicon IP for advanced AI and cloud infrastructure. The silicon, fabricated using TSMC's 2nm process, is integral to the Marvell platform...
Thursday 6 March 2025
C.C. Wei-Trump meeting highlights Taiwan's irreplaceable semiconductor role, says TSMC supplier Gudeng Precision
On March 3, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) Chairman C.C. Wei met with US President Donald Trump at the White House, where both parties announced that TSMC...