Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 26 August 2025

Southern Taiwan emerges as global semiconductor and AI hub with 300 international startups

The 2025 Meet Greater South, held August 22-23 at the Kaohsiung Exhibition Center, brought together 300 startup teams from nine countries. Centered on the themes of semiconductors,...

Tuesday 26 August 2025

Nvidia launches Jetson AGX Thor to accelerate robotics and physical AI adoption

Nvidia has announced the general availability of the Nvidia Jetson AGX Thor developer kit and production modules, representing a new class of robotics computers designed to power...

Tuesday 26 August 2025

China launches NeoKylin V11, advancing homegrown operating system ambitions

China's domestic operating system sector took a significant step forward Monday with the launch of NeoKylin V11, the latest version of its homegrown OS, during the China Operating...

Tuesday 26 August 2025

China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt

Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...

Tuesday 26 August 2025

US govt stake may expose Intel to foreign and industrial challenges: filing

Intel Corporation has entered an agreement with the US Government, including accelerated Direct Funding Agreement payments and Secure Enclave funding. The deal involves issuing over...

Tuesday 26 August 2025

Samsung Display expected to remain key supplier for rumored foldable iPhone

Apple's long-rumored foldable iPhone is taking shape as Samsung Display, DS Neolux, and BH reportedly secure roles in its supply chain. Backed by Samsung Display's exclusive panel...

Tuesday 26 August 2025

AI smart glasses accelerate transformation in FPC industry

AI servers have become a key growth driver for the global printed circuit board (PCB) industry. Companies specializing in advanced packaging IC substrates and high-layer count, high-density...

Tuesday 26 August 2025

NOR flash prices set to surge in 4Q25 on cost pressures, supply constraints

After months of sluggish demand and weakened pricing, the NOR Flash memory market appears poised for a significant turnaround, particularly...

Tuesday 26 August 2025

Malaysia advances IC design ambitions with launch of MARS1000 edge AI chip

Malaysia has launched its first locally designed edge AI processor, the MARS1000, developed by SkyeChip Sdn Bhd. Unveiled at the Malaysia Semiconductor Industry Association Merdeka...

Tuesday 26 August 2025

Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Tuesday 26 August 2025

VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China

China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...

Monday 25 August 2025

Research Insight: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Monday 25 August 2025

Intel shifts glass substrate strategy, from would-be rival to potential buyer

Intel is reportedly preparing to license its glass core substrate (GCS) technology, reversing course from its earlier plan to commercialize the technology in-house. The pivot could...

Monday 25 August 2025

Mindgrove bets on cost, compliance, and partnerships to take Indian chips global

Chennai-based Mindgrove Technologies is charting a path from prototype to mass production of secure IoT chips, betting on cost efficiency, regulatory compliance, and deep partnerships...

Monday 25 August 2025

Semco revamps IC substrate supply chain amid AI accelerator push

Samsung Electro-Mechanics (Semco) has recently adjusted its IC substrate supply chain, appointing Mitsubishi and Resonac as the primary suppliers for key materials such as copper-clad...

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