Global supply chain: Key components

Key components news coverage

IN THE NEWS

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...

Thursday 5 June 2025

Weakening demand halts LCD monitor panel price surge

IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase...

Thursday 5 June 2025

China debuts first full-stack EDA suite as free alternative to US tools in offensive move

China's semiconductor sector is bracing for a potential escalation in US export restrictions that could sever access to critical electronic design automation (EDA) software. Responding...

Thursday 5 June 2025

AMD acquires AI software firm Brium to strengthen AI stack, expand industry reach

According to a press release, AMD announced the acquisition of Brium, a software company specializing in compilers and AI inference optimization, to enhance its end-to-end AI capabilities...

Thursday 5 June 2025

The rationale behind Samsung, BOE's escalating patent battle

Samsung Display (SDC) and BOE have filed patent lawsuits against each other within a single day, highlighting an escalating legal battle between the South Korean and Chinese panel...

Wednesday 4 June 2025

Samsung and SK Hynix lead AI-driven EDA revolution to power next-gen semiconductor design

South Korea's semiconductor giants, Samsung Electronics and SK Hynix, are ramping up the adoption of artificial intelligence (AI)-driven electronic design automation (EDA) to bolster...

Wednesday 4 June 2025

Arm retires Cortex brand, teases proprietary chip as RISC-V heat rises

Arm Holdings has announced a major rebranding initiative and confirmed plans to enter the chip design space—a strategic pivot that...

Tuesday 3 June 2025

How would US Supreme Court rule on Trump's tariffs policy?

A US federal court has granted the Trump administration's request for a temporary stay of a ruling made by the Court of International Trade against its sweeping tariffs policy. The...

Tuesday 3 June 2025

Samsung rides GDDR7 wave as Nvidia, AMD shift to comply with US export curbs

In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics' GDDR7 graphics...

Tuesday 3 June 2025

TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses

The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$)...

Tuesday 3 June 2025

AUO's pivot to microLED signals long-term shift in display strategy

At AUO's annual shareholder meeting on May 28, a small shareholder referenced a quote from the late Chi Mei Group founder Wen-lung Hsu:...

Tuesday 3 June 2025

HannStar reports loss for 2024, steps up transition to niche market applications

HannStar Display, a Taiwanese panel maker catering mainly to the small- to medium-size market segment, has reported a net loss of NT$5.325 billion (US$178 million) for 2024. The company...

Tuesday 3 June 2025

US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains

Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple...

Tuesday 3 June 2025

Modem independence proves elusive as Apple and Xiaomi grapple with custom designs

Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests...

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