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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Monday 27 October 2025
Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips
Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.
Monday 27 October 2025
Tesla’s next AI chip taps both TSMC Arizona and Samsung Texas fabs

At its third-quarter 2025 earnings call, Elon Musk revealed a major "Made in America" development: Tesla's next-generation AI chip, AI5,...

Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
Sunday 26 October 2025
Taiwan's secret: A century of elite talent driving chips, electronics, and healthcare
Taiwan currently shines on the global stage with three standout industries: its healthcare system, electronics manufacturing services (EMS), and semiconductors. Though each sector's...
Saturday 25 October 2025
PCB makers urged to stay in Taiwan as geopolitical risks mount
The global AI wave is driving a "golden decade" for the printed circuit board (PCB) industry, sparking revolutionary innovations in design, manufacturing, and materials that accelerate...
Saturday 25 October 2025
Intel sees progress in foundry push, but supply strains linger
Intel Corporation's leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies...
Saturday 25 October 2025
Intel reaffirms 14A, deepens Nvidia alliance
Intel Corporation moved to dispel speculation over the possible discontinuation of its 14A process technology during its third-quarter 2025 earnings call, affirming that development...
Saturday 25 October 2025
Intel returns to profit as foundry business loss narrows
On October 24, Intel reported a return to profitability in the third quarter of 2025, posting net income of US$4.06 billion compared with a loss of US$2.92 billion in the previous...
Friday 24 October 2025
Samsung CTO: Cross-disciplinary collaboration key to semiconductor innovation
Silicon transistors are approaching their physical limits, and AI is increasing demand for higher density, performance, and energy efficiency. Advanced packaging and bonding technologies...
Thursday 23 October 2025
Global top-3 memory maker status, 3Q25
SK Hynix’s oligopolistic advantage in HBM had diminished in the third quarter of 2025, and memory competition will expand from HBM to next-generation products.
Thursday 23 October 2025
Samsung, SK Hynix race to build US chip capacity
As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
Taiwan dispels US investment relocation fears
Taiwan's top economic and technology officials have dismissed concerns that the island's semiconductor ecosystem investments in the US represent industrial relocation. The pushback...
Thursday 23 October 2025
Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom
As artificial intelligence (AI) and high-performance computing (HPC) lead a new industrial revolution in the PCB sector, Taiwanese giants Zhen Ding Tech (ZDT) and Unimicron are optimistic...