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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 12 November 2025
WT Microelectronics and WPG post record October revenue on soaring AI chip demand
Taiwan's top IC distributors WT Microelectronics (WTMEC), WPG Holdings, Edom Technology, and Supreme Electronics reported their October 2025 results, highlighting robust AI-driven...
Wednesday 12 November 2025
Nexperia crisis triggers IC design supply chain reshuffle
The Nexperia chip crisis is gradually calming down, but the disruption has already had significant impacts on the automotive supply chain. According to IC design companies, the situation...
Wednesday 12 November 2025
China leads global 6G patent applications
At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global...
Wednesday 12 November 2025
AMD projects US$1 trillion AI chip market by 2030, bets big on data center boom
AMD used its analyst day on November 11 to outline an ambitious long-term roadmap powered by accelerating AI demand, projecting sharp gains in revenue, profitability, and market share...
Wednesday 12 November 2025
Microchip forecasts fall short as tariffs hit 4Q25 US-China markets
Automotive microcontroller IDM vendors Texas Instruments (TI) and Microchip both fell short of market expectations for their fourth-quarter 2025 outlook. Although the financial results...
Tuesday 11 November 2025
Intel CEO takes direct control as former AI chief joins OpenAI
Intel faces a strategic shift in its artificial intelligence (AI) efforts as Sachin Katti, the company's former chief technology and AI officer, has resigned to join ChatGPT developer...
Tuesday 11 November 2025
Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?
As global semiconductor competition intensifies between the US and China, a provocative proposal emerged from Seoul's National Assembly: Taiwan and South Korea should abandon decades...
Tuesday 11 November 2025
Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis
Citing sources in the Dutch government, the Wall Street Journal (WSJ) reported that the Netherlands is preparing to suspend its order control on Nexperia. German automotive...
Tuesday 11 November 2025
Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty
As the fourth quarter of 2025 begins, Taiwan's leading panel manufacturers are experiencing a notable slowdown in demand, shaped by the typical seasonal downturn and ongoing economic...
Tuesday 11 November 2025
Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000
Nvidia's upcoming Vera Rubin NVL144 AI rack system features higher power GPUs and CPUs, driving its liquid cooling cost to about US$55,710, 17% higher than the previous NVL72 model...
Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Tuesday 11 November 2025
Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments
Microchip Technology and Qualcomm have both expanded their presence in Bengaluru, reinforcing the city's position as India's top semiconductor and technology hub and adding momentum...
Monday 10 November 2025
Taiwan semiconductor materials face three major obstacles, says Sunlit exec
The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme "A Single Tree Cannot Make a Forest: Taiwan's Rising Materials Industry."
Monday 10 November 2025
Fitpower eyes AIoT chip surge in 2026 to cut DDI revenue share
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance...
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...