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NEWS TAGGED CHIPS + COMPONENTS
Friday 22 August 2025
Nvidia reportedly orders halts H20 chip production amid China market backlash
Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives...
Friday 22 August 2025
Equity-for-subsidies: Samsung and Seoul fear US govt overreach
The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...
Friday 22 August 2025
TSMC considers returning subsidies as US official clarifies no equity stake planned, according to WSJ
The US government has no plans to take equity stakes in major semiconductor companies like TSMC and Micron, despite speculation fueled by recent comments on potential investments...
Friday 22 August 2025
Nvidia CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC
Nvidia CEO Jensen Huang made an unannounced visit to TSMC on August 22, arriving at Taipei airport early in the morning by private jet. Huang stated that the purpose of this trip...
Friday 22 August 2025
Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain
Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...
Friday 22 August 2025
Yageo raises Shibaura offer again, challenging MinebeaMitsumi
Taiwan-based passive components giant Yageo announced it has increased its tender offer price for Japan's negative temperature coefficient (NTC) thermistor manufacturer Shibaura Electronics...
Friday 22 August 2025
Nvidia's HBM supply chain to undergo major reshuffle in 2026
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but...
Friday 22 August 2025
Samsung boosts 2nm chip competitiveness with Hyper Cell tech
Samsung Electronics' foundry business plans to leverage its Hyper Cell technology to maintain its competitiveness in the 2nm semiconductor process. By adopting a more flexible chip...
Friday 22 August 2025
ITC ruling against BOE opens door for South Korea, Taiwan's Novatek under pressure
The US International Trade Commission (ITC) has issued a preliminary ruling against China's BOE, banning its OLED panels from the US market for nearly 15 years. The decision opens...
Friday 22 August 2025
Urban mining pioneer Lianyou Metals leads in tungsten and cobalt recycling , eyes stronger 2H25
Amid rising geopolitical risks and tightening global supply chains, the strategic value of rare metals has come into sharp focus. Taiwan's Lianyou Metals, leveraging patented smelting...
Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia...
Friday 22 August 2025
Xiaomi readies next-gen XRing O2 chip as it pushes toward 2nm and beyond
Xiaomi is accelerating its in-house semiconductor development. After unveiling its first 3nm flagship SoC, the XRing O1, in 2025, industry sources say the company is now developing...
Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...
Thursday 21 August 2025
MediaTek automotive platform integrates Google ecosystem, leveraging diverse technologies
MediaTek recently announced that it has become the first partner to provide Google's Project Treble support specifically for the automotive ecosystem. The company will offer customers...
Thursday 21 August 2025
Research Insight: UCIe 1.1 upgrade aims at auto industry, boosts chiplet adoption
As automotive computing platforms increasingly demand higher performance, longer lifespans, and near-zero defect rates, chip architecture faces the challenge of balancing system reliability...