Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 23 October 2025

AI server PCB demand fuels fierce CCL material supply battle

As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...

Thursday 23 October 2025

TPCA Show 2025 highlights AI-driven PCB industry revolution

The 26th Taiwan Printed Circuit Association Show (TPCA Show 2025) officially opened on October 22, 2025. During the event, Unimicron chairman Tzyy-Jang Tseng delivered a keynote speech...

Thursday 23 October 2025

Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer

Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...

Wednesday 22 October 2025

Taiwan's Topoint unveils advanced drilling solutions for AI-Era PCBs at TPCA show 2025

The TPCA Show 2025 — the printed circuit board industry's premier annual event — officially opened on October 22 in Taipei,...

Wednesday 22 October 2025

Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

In a rare late-night statement issued on October 21, China's Ministry of Commerce disclosed that Minister Wang Wentao held a phone call...

Wednesday 22 October 2025

South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo

South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian...

Wednesday 22 October 2025

Samsung's Exynos 2600 returns to flagship-level performance

Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with...

Wednesday 22 October 2025

OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance

OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...

Wednesday 22 October 2025

Ventec unveils next-gen PCB materials for AI servers, green electronics at TPCA 2025

Taiwan-based Ventec International Group, a niche copper-clad laminate (CCL) supplier, unveils its latest material innovations for manufacturing AI server printed wiring boards (PWBs)...

Wednesday 22 October 2025

Foreign investment drives Taiwan's semiconductor output to NT$6 trillion

In 2024, AI drove Taiwan's semiconductor output to surpass NT$5 trillion (approx. US$162.9 billion). It is expected to grow another 20% in 2025 to reach NT$6.3 trillion. Additionally,...

Wednesday 22 October 2025

Trump tariff faces legal test as Supreme Court hearing nears

US President Donald Trump is set to personally attend oral arguments on November 5, 2025, at the US Supreme Court regarding the legality of his administration's reciprocal tariffs—a...

Wednesday 22 October 2025

China's TV sales slump as subsidies fade ahead of holiday season

China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...

Wednesday 22 October 2025

Commentary: How Nvidia's 5 moves keep ASIC rivals at bay

As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance...

Wednesday 22 October 2025

Texas Instruments trims production, tightens focus for a measured recovery

In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...

Wednesday 22 October 2025

Texas Instruments outlook signals continued market weakness

On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter...

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