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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 30 April 2025
Outpaced and overbuilt: Intel’s $20B crisis
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted...
Wednesday 30 April 2025
K&S partners with Taiwanese semiconductor leaders in advanced packaging push

Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's...

Tuesday 29 April 2025
EDT and Nippon Seiki JV to localize India automotive LCD production
Taiwan-based panel maker Emerging Display Technologies (EDT) and Japan's Nippon Seiki signed a joint venture agreement on April 25, 2025, to establish EDT-India Private Limited, focusing...
Tuesday 29 April 2025
Panel sector on moving manufacturing to US: Taiwan's top two firms uninterested, JDI leads the way
The US government has called on the display industry to establish production domestically. However, Taiwan's leading panel manufacturers have expressed no interest in relocating....
Tuesday 29 April 2025
NXP witnesses falling performance, announces CEO transition
NXP Semiconductors released its first-quarter 2025 financial results, reporting revenue of US$2.84 billion, a 9.3% decline compared to the same period last year but aligned with the...
Tuesday 29 April 2025
Cadence sees fresh opportunity as Intel warms up
Cadence's first-quarter results highlight its resilience and strategic expansion into new growth areas. Strong recurring revenue and stable margins position the company to navigate...
Tuesday 29 April 2025
Cadence reports strong 1Q25, raises full-year outlook
On April 28, Cadence reported robust first-quarter 2025 results, with revenue up 23% year-over-year to US$1.24 billion, driven by strong demand for its AI-enabled design tools. The...
Tuesday 29 April 2025
Mature chip processes most vulnerable in Trump's tariff storm
Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic...
Tuesday 29 April 2025
Singapore seeks assurances on AI chip access in US talks
Singapore's Deputy Prime Minister and Minister for Trade and Industry, Gan Kim Yong, held a phone call with US Commerce Secretary Howard Lutnick on April 25, 2025 to address the critical...
Monday 28 April 2025
China's Wingtech cuts loose ODM drag, races toward semiconductor pure play
Wingtech Technology announced its 2024 full-year and 2025 first-quarter results on April 25, underscoring an accelerated shift toward its semiconductor business. Wingtech posted 2024...
Monday 28 April 2025
Synopsys discusses SEA IC design: Singapore attracts major players, Malaysia sees rising contenders
Synopsys country manager for Singapore, Malaysia, and Vietnam, Adrian Ng, shared insights with DIGITIMES on the development of the IC design industry in Singapore and Mala...
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese...
Monday 28 April 2025
China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot
Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout...
Monday 28 April 2025
Nvidia scraps modular GB300 redesign to fast-track production

Server suppliers confirm GB300 will retain the GB200's Bianca architecture, abandoning a planned redesign that promised expanded business...

Monday 28 April 2025
Taiwan microLED suppliers gear up as global panel makers begin mass production
Taiwan's microLED equipment manufacturers are positioning for explosive growth as major panel makers worldwide begin constructing production capacity for mass manufacturing. PlayNitride...