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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 1 October 2025
OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan
OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's semiconductor supply chain. On September 30, OpenAI CEO...
Wednesday 1 October 2025
US sanctions push YMTC's NAND share below 5% in 2Q25
US sanctions are taking a toll on one of China's top chipmakers, Yangtze Memory Technologies (YMTC), as its share of the global NAND flash memory market has slipped below 5%.
Wednesday 1 October 2025
China's 12-inch SiC leap: SICC, Jingsheng in spotlight
The global race in third-generation semiconductors is intensifying, with larger silicon carbide (SiC) wafers seen as critical to cutting costs and enhancing power device performance...
Wednesday 1 October 2025
Appointment highlights Samsung's strategy to strengthen India's semiconductor R&D leadership
Samsung Electronics has reportedly appointed Rajesh Krishnan as the new head of Samsung Semiconductor India Research (SSIR), signaling a strategic push to strengthen local R&D...
Wednesday 1 October 2025
SEMI chief: Taiwan-India synergy to shape semiconductor future
Ajit Manocha, president and CEO of Semiconductor Equipment and Materials International (SEMI), underscored Taiwan's role as a central innovation hub in the global semiconductor eco...
Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Wednesday 1 October 2025
China's copper foil sector pushes back against price war with processing fee hike
China's PCB industry has, in recent years, been entangled in a vicious price war, leading many local PCB manufacturers to collapse under the pressure of internal cutthroat competition...
Wednesday 1 October 2025
Passive component inventories fall in 4Q25 as AI power revolution fuels growth
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...
Tuesday 30 September 2025
Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia's strategic vision in detailed podcast interview
In a recent 110-minute discussion on the BG2 Pod podcast, Nvidia Corporation CEO Jensen Huang addressed critical developments in artificial intelligence (AI) and the future...
Tuesday 30 September 2025
TSMC 2025 full-year revenue set to break US$100 billion
Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC's third quarter...
Tuesday 30 September 2025
Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers
Compal Electronics' PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan's Meiko to establish a high-layer count (HLC) printed circuit board plant...
Tuesday 30 September 2025
DB HiTek expands foundry presence in India through SmartSoC partnership
SmartSoC Solutions has entered a strategic partnership with South Korea's DB HiTek to strengthen access to specialty foundry services for India's semiconductor ecosystem. Under the...
Tuesday 30 September 2025
PCB giant GCE expands Thailand plant phase 2, ASIC server capacity to start 2H26
Networking and server PCB giant GCE announced plans to expand its Thailand facility with a US$40 million investment to boost ASIC server production capacity by the second half of...
Tuesday 30 September 2025
GlobalFoundries opens Beijing office, doubles down on localizing production for China market
US-based foundry GlobalFoundries (GF) has faced numerous challenges in its China strategy, from halting investment in a 12-inch fab in Chengdu to shifting toward mature process partnerships...
Tuesday 30 September 2025
UST invests in Kaynes Semicon to expand India's semiconductor assembly and testing capabilities
UST, a provider of AI and technology transformation solutions, has announced a strategic investment in Indian semiconductor manufacturer Kaynes Semicon. The partnership aims to strengthen...