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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 9 June 2025
Intel to enforce 50% gross margin rule, may halt low-profit projects
Intel is implementing a stricter profit policy as part of efforts to regain financial stability after years of declining margins. At the Bank of America Global Technology Conference,...
Monday 9 June 2025
TSMC adjusts global growth plans as Washington ramps up demands

TSMC, under growing pressure from Washington to accelerate its American operations, is reconsidering its global capacity expansion plans...

Monday 9 June 2025
Coincidence? EDA access quietly restored to some Chinese companies following Xi-Trump call
Following a direct high-level phone call between China and the US on the evening of June 5, 2025, Beijing time, subtle shifts have emerged in semiconductor and electronic design automation...
Monday 9 June 2025
Weekly news roundup: Arm's rebrand, Huawei's R&D blitz, and Asia's rising AI chip challengers
These are the most-read DIGITIMES Asia stories from June 2 to June 8, 2025. Top highlights include Arm's strategic rebrand and entry into proprietary chip design, Huawei's...
Sunday 8 June 2025
Cloud ASIC market gains momentum as AI demand soars
The cloud application-specific integrated circuit (ASIC) market continues to gather steam as both the US and Taiwanese semiconductor players ramp up investments and innovation to...
Saturday 7 June 2025
TV panel market cools amid tariff uncertainty and early inventory buildup
Uncertainty over US tariffs is weighing heavily on the global LCD TV panel market, with sluggish demand prompting TV brands to revise their panel procurement plans for the second...
Saturday 7 June 2025
MediaTek executive: AI still in early phase, edge inference to drive chip growth
The NTU SoC Center hosted a forward-looking technology forum on June 5, 2025, with artificial intelligence (AI) robotics as the central theme. During the event, MediaTek senior director...
Saturday 7 June 2025
Samsung pushes into smart mobility with 5nm auto SoCs backed by Infineon, NXP
Samsung Electronics has partnered with Infineon Technologies AG and NXP Semiconductors NV to co-develop next-generation automotive chips using its advanced 5-nanometer process, according...
Friday 6 June 2025
Can Huawei break Nvidia's hold? 2 key issues undercut Ascend 910C push
Huawei's efforts to displace Nvidia as the leading AI chip supplier in China with its Ascend 910C processor are facing significant setbacks. Industry insiders cite both entrenched...
Friday 6 June 2025
Broadcom reports strong earnings growth on robust AI-driven demand and VMWare boost
Broadcom reported a 20.2% year-over-year revenue jump to a record US$15 billion in the second quarter of fiscal 2025, driven by surging demand for AI chips and strong contributions...
Friday 6 June 2025
Broadcom sees sustained AI momentum, eyes continued growth through fiscal 2026
Broadcom delivered a strong second-quarter performance for fiscal 2025, with AI-driven growth continuing to dominate the company's outlook. In the earnings call, President and CEO...
Friday 6 June 2025
The AI chip wars: ASIC uprising challenges Nvidia's crown as TSMC takes all
As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown...
Friday 6 June 2025
Arm's Zena CSS shaves a year off auto chip development
Arm has introduced Zena Compute Subsystems (CSS), a pre-integrated, safety-certified automotive compute platform designed to cut chip development timelines by up to 12 months. Announced...
Thursday 5 June 2025
As US EDA ban tightens its grip, China's domestic tools step into the breach
The US has issued new export restrictions targeting leading electronic design automation (EDA) firms—Cadence, Synopsys, and Siemens—prohibiting them from supplying software...
Thursday 5 June 2025
Taiwan wafer foundry industry, 2Q 2025
Taiwan’s wafer foundry industry revenue is expected to rebound in the second quarter of 2025, with AI and HPC continuing to drive growth. However, tariff uncertainties may impact...