Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 30 October 2025

Glass substrates edge toward prime time in PCB and chip packaging sector

As Moore's Law nears its physical and commercial limits, advanced packaging has become the new battleground defining the evolution of...

Thursday 30 October 2025

Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers

Pegatron has revealed progress on its US manufacturing expansion, announcing that its Texas factory is set to begin mass production in March 2026. The facility will produce Nvidia's...

Wednesday 29 October 2025

Skyworks–Qorvo tie-up signals new phase of US semiconductor consolidation

Skyworks Solutions and Qorvo have agreed to merge in a cash-and-stock transaction valued at about US$22 billion, forming a US-based leader in high-performance radio frequency (RF),...

Wednesday 29 October 2025

South Korean tycoons meet Nvidia CEO as part of APEC corporate diplomacy

Leading South Korean conglomerate heads are set to engage in intensive "corporate diplomacy" during the 2025 Asia-Pacific Economic Cooperation (APEC) summit, meeting with global leaders...

Wednesday 29 October 2025

WPG launches smart warehousing to strengthen semiconductor supply chain services

In response to the surge in AI- and HPC-driven market demand, WPG Holdings' board of directors has approved an adjustment to its investment structure to further advance its semiconductor...

Wednesday 29 October 2025

Unified packaging standards seen as key to meeting AI and automotive demands

Taiwan's printed circuit board (PCB) manufacturers and outsourcing semiconductor assembly and test (OSAT) providers are positioned for significant growth driven by artificial intelligence...

Wednesday 29 October 2025

Chiplet and advanced packaging for AI chips

Advanced packaging will drive AI chip performance upgrades, with new routes emerging in both materials and packaging architectures.

Wednesday 29 October 2025

A-SSCC to take place in South Korea, with 6 papers from Taiwan accepted

The IEEE Asian Solid-State Circuits Conference (A-SSCC), a major annual event in the semiconductor field, recently announced its paper selection results, with six papers from Taiwan...

Wednesday 29 October 2025

Chinese panel makers' low prices win over shipments but lose out on revenue

Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean...

Wednesday 29 October 2025

Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

Qualcomm on Tuesday unveiled its latest AI accelerator cards, the AI200 and AI250, along with corresponding rack-level system designs,...

Wednesday 29 October 2025

High smartphone panel utilization drives mixed price trends

As holiday seasons approach, including China's Singles' Day and Black Friday in Europe and the US, the smartphone panel market has maintained high utilization rates in the fourth...

Wednesday 29 October 2025

LCD supply chain shift to Vietnam, but still lags behind China

Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...

Wednesday 29 October 2025

CPCA Show Plus 2025: China's PCB industry rallies around the AI boom

The CPCA Show Plus 2025, one of Asia's largest printed circuit board (PCB) exhibitions, opened on October 28, 2025, in Shenzhen, drawing hundreds of global electronics manufacturers...

Wednesday 29 October 2025

Intel's 18A and advanced packaging boost Taiwanese IP design firms

Intel, a leader in semiconductor integrated device manufacturing (IDM), is advancing its cutting-edge processes, such as 18A and 2.5D/3D advanced packaging. Taiwanese design service...

Wednesday 29 October 2025

Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

Nvidia CEO Jensen Huang declared that the US is entering "America's next Apollo moment," framing the rise of artificial intelligence...

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