Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 1 December 2025

China's Xiangdi Xian unveils Fuxi A0, the first mass-produced IMG DXD GPU

Imagination Technologies made a prominent showing at the 31st ICCAD-Expo 2025 in Chengdu, where strategic partner Xiangdi Xian Computing Technology debuted its next-generation GPU...

Monday 1 December 2025

Weekly news roundup: China phone makers pull back as Huawei advances chip tech, Nvidia strengthens Taiwan ties

These are the most-read DIGITIMES Asia stories in the week of November 24 to November 30, 2025.

Monday 1 December 2025

Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes

Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production...

Monday 1 December 2025

Jensen Huang visits Taiwan and refutes ODM capacity concerns

Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving...

Monday 1 December 2025

Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase

Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut...

Monday 1 December 2025
Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap
OLED has yet to secure a meaningful foothold in the large-sized automotive display market, where stringent performance requirements and cost pressures keep LCDs firmly in the lead...

Monday 1 December 2025
Riding the AI wave, Abico Asia pivots toward robotics and semiconductors
As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the...

Sunday 30 November 2025
Taiwan's vertical integration cluster advantage limits industry relocation risk
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration,...

Friday 28 November 2025
Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead
Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

Friday 28 November 2025
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.

Friday 28 November 2025
Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...

Friday 28 November 2025
Commentary: Taiwan's IC design edge in ASIC development
Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...

Friday 28 November 2025
Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history
In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs...

Friday 28 November 2025
China's new TPU contender aims for Nvidia's AI chip dominance
China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue...

Friday 28 November 2025
FitTech targets 2Q26 profits with goal to become Taiwan's largest foundry
FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although...

3/1925 pages