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Global supply chain: Key components
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Friday 31 October 2025
Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier
Nvidia CEO Jensen Huang capped his week in Seoul with a sweeping series of agreements that could redefine South Korea's role in the global AI economy.
Friday 31 October 2025
Massive US investment highlights Texas Instruments' push for manufacturing resilience
Texas Instruments (TI) unveiled a US$60 billion investment plan in June 2025 to expand its semiconductor manufacturing within the US, aiming to increase wafer capacity fivefold with...
Friday 31 October 2025
Elan Microelectronics advances AI strategy with new smart campus, expanding product lines
Elan Microelectronics has marked the progress of its new AI smart campus headquarters in Zhubei with a topping-off ceremony. The facility, slated for completion in 2026 and official...
Friday 31 October 2025
ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026
Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...
Friday 31 October 2025
Shennan Circuits and China’s PCB sector gear up for the space economy

As China accelerates its ambitions in low-Earth-orbit (LEO) communications, the country's push for homegrown satellite technology is...

Friday 31 October 2025
Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside
Nvidia is reportedly preparing to invest up to US$1 billion in AI startup Poolside, potentially increasing the company's valuation to as high as US$12 billion. Poolside is currently...
Friday 31 October 2025
STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips
STMicroelectronics (STM) has projected fourth-quarter 2025 revenue below market expectations and trimmed its capital expenditure plan for the year, signaling a weaker-than-anticipated...
Friday 31 October 2025
Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals
US RF chipmaker Skyworks Solutions plans to acquire its domestic rival Qorvo in a cash-and-stock deal worth US$22 billion, forming one of the largest mergers in the RF semiconductor...
Friday 31 October 2025
ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25
ASE, a leader in semiconductor assembly and testing, reported stronger-than-expected overall operations in the third quarter of 2025, driven by growth in advanced packaging fueled...
Friday 31 October 2025
MCU maker Holtek rebounds strongly, riding security and health momentum into 2026
Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...
Friday 31 October 2025
Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute
Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first...
Friday 31 October 2025
What India's latest PCB drive means for its semiconductor supply chain growth
India's newly approved multilayer and high-density interconnect (HDI) printed circuit board (PCB) projects mark a crucial upstream shift in the country's electronics manufacturing...
Thursday 30 October 2025
Taiwan approves funding for local IC design houses to advance AI and chip innovation
As Taiwan seeks to strengthen its position in the global semiconductor race, the government is shifting its focus toward homegrown innovation. Taiwan's Ministry of Economic Affairs...
Thursday 30 October 2025
STATS ChipPAC CTO: Scaling innovation defines AI and HPC's next era
IK Shim, Chief Technology Officer of STATS ChipPAC, opened the 2025 Advanced Packaging Developers Conference (APDC) with a clear message: the semiconductor industry's greatest challenge...
Thursday 30 October 2025
Pichai outlines Alphabet’s next act: scaling AI from cloud to cars
Alphabet CEO Sundar Pichai underscored the company's accelerating progress in artificial intelligence infrastructure, product leadership, and autonomous mobility during its third...