Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 23 December 2025

Aspeed opens Kaohsiung R&D center to boost chip development efforts

Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier...

Tuesday 23 December 2025

Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain

Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...

Tuesday 23 December 2025

Samsung takes lead as LG and Sony exit shrinking 8K TV market

The 8K TV market, once seen as the hallmark of premium products, is rapidly fading as major manufacturers cease launching new models. Currently, Samsung Electronics remains the primary...

Tuesday 23 December 2025

Nexperia's China unit secures local wafer supply under governance dispute

The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026,...

Monday 22 December 2025

Samsung taps former AMD exec to reboot Exynos from Austin

Samsung has recruited semiconductor veteran John Rayfield, formerly a vice president at AMD, to bolster its Exynos GPU and system IP roadmap, signaling a renewed effort to regain...

Monday 22 December 2025

Central bank raises Taiwan's 2025 growth forecast to 7.31%

Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under...

Monday 22 December 2025

How is India's AI governance framework reshaping where AI runs?

India's tightening AI governance rules are no longer just shaping compliance strategies. They are beginning to influence where artificial intelligence workloads are deployed, pushing...

Monday 22 December 2025

IDM automotive revenue becomes uncertain as new chip entrants seize smart cockpit and ADAS market share

Unlike IC design brands, IDM companies are typically conservative regarding demand conditions for the automotive chip market. The difference is partly related to operating base levels...

Monday 22 December 2025

South Korea examines challenges in building a strong AI semiconductor industry

The National Academy of Engineering of Korea (NAEK) recently convened a seminar, gathering industry and academic experts to assess South Korea's position in the AI semiconductor sector...

Monday 22 December 2025

Rafael Micro pivots to optical links and ASICs for 2026 growth

Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026,...

Sunday 21 December 2025

Apple kicks off OLED iMac plans, sends RFI to Samsung Display and LG Display

Apple has reportedly kicked off an OLED panel development program for the iMac, with South Korean outlet The Elec citing industry sources saying the company has sent Requests...

Sunday 21 December 2025

Taiwan academics seek to break through SiPh yield bottlenecks

Cloud computing, GenAI, and high-performance computing continue to drive bandwidth and energy efficiency demands. Line rates have now been pushed beyond 100–200Gbps. The intense...

Sunday 21 December 2025

Biren targets Hong Kong's first GPU listing after US$890M losses

Shanghai-based Biren Technology has cleared its Hong Kong listing hearing, positioning itself as Hong Kong's first listed domestic GPU...

Saturday 20 December 2025

Foxconn's quantum advancement earns UNESCO recognition

Marking the 100th anniversary of quantum mechanics, the United Nations General Assembly (UNGA) proclaimed 2025 as the International Year of Quantum Science and Technology (IYQ). The...

Friday 19 December 2025

TI begins shipping chips from new 300mm Sherman fab in Texas

TI has begun shipping chips from its newest 12-inch semiconductor fabrication plant in Sherman, Texas, marking a key milestone in the company's long-term manufacturing expansion in...

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