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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 3 July 2025
Foxconn, Quanta ramp up GB200 output in AI infrastructure boom
Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series...
Thursday 3 July 2025
IP battle erupts between PSI and iST over confidential tech
In a closely watched intellectual property case, the Hsinchu District Court has issued a first-instance ruling in favor of Phoenix Silicon International (PSI), ordering Integrated...
Thursday 3 July 2025
IT panel demand shrinks in China with end of promotions and stimulus plans

With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year...

Thursday 3 July 2025
China's EV leaders switch gears from horsepower to chip power
As global automakers advance deeper into electrification and intelligent mobility, China's top EV brands—BYD, Nio, and Xiaomi—are fast-tracking the development of self-designed...
Thursday 3 July 2025
US lifts EDA tool curbs as part of new China deal
The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to...
Thursday 3 July 2025
AMD to boost India headcount beyond 10,000, calls for GPU openness for AI infrastructure
AMD is significantly expanding its footprint in India, with plans to increase its employee base to over 10,000 within the next two to three years. This move reflects the company's...
Thursday 3 July 2025
LCD TV panel prices slip as brands slash orders, inventories pile up
After a wave of early procurement in the first half of 2025, global demand for LCD TV panels is showing signs of fatigue. With end-market consumption weaker than expected and inventories...
Wednesday 2 July 2025
Towa expands South Korea presence as AI spurs demand for HBM packaging tools
Japanese semiconductor equipment maker Towa Corporation, a global leader in advanced packaging systems, recently unveiled its newest technology for sixth-generation HBM4, aiming squarely...
Wednesday 2 July 2025
China’s Dongshan Precision moves to buy Taiwan’s Source Photonics, triggering tech security alarms
Leading Chinese electronics manufacturer, Suzhou Dongshan Precision Manufacturing, has announced plans to acquire Source Photonics, a Taiwan-based optical communications firm located...
Wednesday 2 July 2025
Taiwanese IC packaging and testing advances into Malaysia for auto and robotics
Since US President Donald Trump championed the "Made in America" initiative, technological competition between the US and China has intensified, rapidly escalating global geopolitical...
Wednesday 2 July 2025
China-backed IC designer Unisoc kicks off IPO process amid push for profitability
Unisoc (Shanghai) Technologies Co., Ltd. has filed IPO counseling documents with the China Securities Regulatory Commission (CSRC), signaling plans to list on the Shanghai STAR Market...
Wednesday 2 July 2025
The AI talent arms race: Nvidia, Meta, and Huawei battle for brains
As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but the talent behind it. Companies like Nvidia, Meta, Google,...
Wednesday 2 July 2025
Wolfspeed bankruptcy reshuffles SiC supply chain: Renesas and SAS next moves in spotlight
The leading third-generation semiconductor silicon carbide (SiC) supplier, US-based Wolfspeed, has filed for bankruptcy reorganization. Its major creditors recently reached a restructuring...
Wednesday 2 July 2025
Taiwan's Southern tech hubs boom on Nvidia chip demand and expansion
Fueled by booming global demand for Nvidia's GB200 chips—and the anticipated launch of the more powerful GB300 in the second half of 2025—Taiwan's semiconductor manufacturing...
Tuesday 1 July 2025
AI smart glasses heat up: Taiwan's chipmakers move in as big tech revives wearables
Meta's surprise success with its Ray-Ban smart glasses in 2024 reignited industry confidence in headworn devices. The result: a renewed wave of investment and innovation from big...