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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 14 October 2025
Nexperia becomes the latest casualty of tech geopolitics
In an increasingly complex geopolitical landscape, Chinese tech giant Wingtech and its core subsidiary Nexperia are facing several trade barriers.
Tuesday 14 October 2025
Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership
Samsung Electronics has officially joined Nvidia's NVLink Fusion ecosystem, marking a significant step in the two companies' collaboration within the semiconductor foundry sector...
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance...
Tuesday 14 October 2025
AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale
Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President...
Tuesday 14 October 2025
Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks
Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global...
Tuesday 14 October 2025
Cerebras to establish AI computing infrastructure in UAE to support regional AI growth
American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East,...
Tuesday 14 October 2025
Alcor Micro unveils latest Arm CPU platform for AI and HPC servers at OCP Global Summit 2025
Alcor Micro Corporation, a subsidiary of Egis Technology, is showcasing its latest Arm architecture CPU platform, Mobius100 (CSS V3), at the 2025 Open Compute Project (OCP) Global...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Tuesday 14 October 2025
Chinese-owned chipmaker Nexperia caught in G2 tech crossfire
Nexperia, a Dutch semiconductor company and a key supplier of essential "long-tail" components used in cars and industrial equipment, has become an unexpected casualty of the intensifying...
Tuesday 14 October 2025
Indian PM meets Qualcomm CEO to discuss AI, semiconductors, and 6G development
Indian Prime Minister Narendra Modi recently held talks with Qualcomm CEO Cristiano Amon to discuss technological cooperation in artificial intelligence (AI), semiconductors, and...
Tuesday 14 October 2025
Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Intel has officially launched production at its state-of-the-art Fab 52 facility in Arizona, the company announced on October 9. The...

Tuesday 14 October 2025
A steady quarter for MediaTek, before the chill of winter demand
MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly...
Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit...
Tuesday 14 October 2025
OpenAI, Broadcom team up on 10GW AI accelerator project
OpenAI and Broadcom have announced a wide-ranging collaboration to co-develop and deploy 10GW of custom AI accelerators, marking one of the largest hardware initiatives yet in the...
Monday 13 October 2025
Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung
Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos...