Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 18 April 2025

Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Friday 18 April 2025

Trump signals swift semiconductor tariffs, but Department of Commerce probe slows rollout

The Trump administration continues to signal that a new semiconductor tariff policy is on the horizon. President Donald Trump indicated...

Friday 18 April 2025

Jensen Huang, in suit and tie, calls China a 'very important market' during Beijing visit

Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate...

Friday 18 April 2025

Nvidia H20 China export ban creates uncertainty in server market

The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.

Thursday 17 April 2025

Jensen Huang visits Beijing following H20 export ban to China

Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company's H20 AI chip to China. The...

Thursday 17 April 2025

Southern Taiwan Science Park sees strong January-February revenue, aims to break NT$3 trillion in 2025

Benefiting from the 3nm process, the Southern Taiwan Science Park (STSP) saw its revenue reach a record-breaking NT$2.21 trillion (approx. US$68.23 billion) in 2024, surpassing the...

Thursday 17 April 2025

Innolux CEO responds to FOPLP delays

Innolux, a major display panel maker, is intensifying its push into Fan-Out Panel Level Packaging (FOPLP), a next-gen semiconductor packaging technology. While the company is positioning...

Thursday 17 April 2025

Collateral damage in chip war: Intel and TI suffer, AMD rises

The US Department of Commerce has confirmed that lower-spec AI chips—such as Nvidia's H20 and AMD's MI308—now require export licenses for shipment to China. The move signals...

Thursday 17 April 2025

Huawei unveils new AI chip just one day after US bans Nvidia's H20 exports

The US Department of Commerce (DOC) recently notified Nvidia that future AI chips H20 intended for the Chinese market will require an "indefinite license" for export to Hong Kong,...

Thursday 17 April 2025

Jarllytech powers world's first foldable color e-reader

E Ink Holdings and Readmoo have officially launched the mooInk V, the world's first foldable color e-book reader, marking a significant milestone in the evolution of foldable devices...

Thursday 17 April 2025

Tariffs, trust, and tech: Nvidia's high-stakes gamble with Trump

(Editor's note: Nvidia has disclosed Tudesday that the U.S. government has imposed new export restrictions...

Thursday 17 April 2025

Mature-node tariff clash brews: Taiwan chipmakers tread carefully

As US-China tariff tensions intensify, Beijing has indicated plans to impose steep duties on American semiconductor firms. According to the China Semiconductor Industry Association...

Wednesday 16 April 2025

Commentary: No Computex, but Taiwan remains key to AMD's US plans

AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...

Wednesday 16 April 2025

Xiaomi's first in-house SoC set to launch, led by ex-Qualcomm veteran

Xiaomi is restructuring its mobile division ahead of the launch of its first in-house smartphone SoC, branded "Xuanjie." According to ICsmart and Guancha, the company...

Wednesday 16 April 2025

Huawei debuts 'nuclear-grade' AI supernode, but power-hungry design puts cooling to test

Huawei has launched its CloudMatrix 384 supernode, a significant advancement in AI infrastructure, now undergoing large-scale deployment...

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