Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 21 November 2025

Huawei lifts Shenzhen to China's No. 2 chip design hub

China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025,...

Friday 21 November 2025

Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response

Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October...

Thursday 20 November 2025

Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions

Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing...

Thursday 20 November 2025

US approves advanced chips for Saudi Arabia to foster global AI hub

After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia's Humain, marking a major milestone for both Gulf...

Thursday 20 November 2025

Arm face investigation in South Korea amid global antitrust scrutiny

South Korea's Fair Trade Commission (KFTC) has launched a surprise investigation into Arm Holdings' Seoul office following a complaint by Qualcomm alleging abuse of market dominance...

Thursday 20 November 2025

Intel details early development lead of 14A process and Nvidia collaboration at TIMT Conference

At the 2025 RBC Capital Markets Global Technology, Internet, Media and Telecommunications (TIMT) Conference on November 18, Intel vice president John Pitzer outlined significant progress...

Thursday 20 November 2025

BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in

China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments...

Thursday 20 November 2025

Jensen Huang explains why Nvidia is building an AI empire, not just faster chips

Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026...

Thursday 20 November 2025

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...

Thursday 20 November 2025

Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble

Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...

Thursday 20 November 2025

Powering the AI Revolution: How MKS Is Shaping the Future of Electronics Manufacturing in Asia

When you walk the halls of the TPCA Show Taipei 2025, one theme is impossible to miss: AI is no longer the future-it's the engine driving the next great wave of electronics...

Thursday 20 November 2025

LG Display expects profit surge as panel prices rise and new automotive orders arrive

LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average...

Thursday 20 November 2025

Edom says memory price hikes impact demand, but high-value-added products are less affected

IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...

Wednesday 19 November 2025

Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion

Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...

Wednesday 19 November 2025

India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny

India's Ziroh Labs is positioning its Kompact AI runtime as a homegrown alternative to GPU-based AI compute, arguing that enterprise AI adoption in emerging markets will hinge as...

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