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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 4 November 2025
European and US IDMs see slow recovery in automotive and industrial control
Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the...
Tuesday 4 November 2025
Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...
Tuesday 4 November 2025
IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery
As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...
Tuesday 4 November 2025
HPC and smart power reshape auto semiconductor market
The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...
Tuesday 4 November 2025
SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models
Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker,...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025
Chinese PCB firms quietly advance next-gen CoWoP packaging
A significant divergence emerged as Taiwan and China concluded their major PCB industry exhibitions in late October 2025. While Taiwanese manufacturers focused on supply bottlenecks...
Tuesday 4 November 2025
Onsemi maintains focus on 8-inch wafer ramp as non-core exits and seasonal trends shape outlook
Onsemi reported steady progress in its operational and manufacturing strategies during the third quarter of 2025, emphasizing controlled inventory buildup, ongoing consolidation of...
Tuesday 4 November 2025
Onsemi sees stabilization in automotive and industrial markets as AI-related revenue expands
Onsemi reported signs of stabilization across its core automotive and industrial markets in the third quarter of 2025, while its artificial intelligence-related business continued...
Tuesday 4 November 2025
Onsemi reports lower third-quarter revenue but signals stabilization in key markets
On November 3, Onsemi reported a decline in third-quarter 2025 revenue and margins, though its guidance for the fourth quarter indicates signs of stabilization across automotive and...
Tuesday 4 November 2025
Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market
Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250...
Tuesday 4 November 2025
CXMT launches LPDDR5X to target mid-high-end mobile market
CXMT has released its LPDDR5X products on its official website to coincide with rising global memory prices. Many major companies, such as Samsung, SK Hynix, and Micron, are benefitting...
Tuesday 4 November 2025
Nvidia Blackwell chips expose policy-corporate divide on China exports
During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...
Tuesday 4 November 2025
Hesai launches US$200 LiDAR to challenge Musk's claims
Chinese LiDAR manufacturer Hesai Technology has launched a new LiDAR priced at just US$200, challenging Tesla CEO Elon Musk's claim that relying on LiDAR is a "fool's errand." Although...
Monday 3 November 2025
India roundup: India steps up electronics component play
India has approved several electronic component manufacturing projects, underscoring its push up the tech supply chain, while OpenAI, Meta, and Google race to secure positions in...