Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 16 October 2025

How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope

A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers...

Thursday 16 October 2025

Intel pursues open AI architecture and annual GPU updates to catch up

Intel has unveiled its most ambitious artificial intelligence (AI) roadmap to date, featuring the next-generation Panther Lake AI PC processor, Clearwater Forest server processor,...

Thursday 16 October 2025

Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances

The 2025 Nobel Prize in Physics has been awarded to John Clarke, Michel Devoret, and John Martinis for their groundbreaking experimental work demonstrating macroscopic quantum tunneling,...

Thursday 16 October 2025

China's 10.5 generation panel depreciation to boost TV panel market dominance

China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...

Thursday 16 October 2025

Apple unveils Vision Pro, MacBook Pro, and iPad Pro powered by the new M5 chip

On October 15, 2025, Apple announced three major product launches — the upgraded Apple Vision Pro, a new 14-inch MacBook Pro, and the latest iPad Pro — each powered by...

Thursday 16 October 2025

OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration

Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet...

Thursday 16 October 2025

Apple introduces M5 chip with major AI and performance upgrades

Apple has announced its latest system-on-chip (SoC), the M5, marking a major step forward in the company's in-house silicon roadmap. Built on third-generation 3nm process technology,...

Thursday 16 October 2025

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025

Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer...

Thursday 16 October 2025

OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push

Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025...

Wednesday 15 October 2025

Broadcom joins AI accelerator race with major OpenAI deal

Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...

Wednesday 15 October 2025

L&T Semiconductor partners with Foxconn's HYS to develop high-voltage power wafers

On October 14, 2025, L&T Semiconductor Technologies (LTSCT) announced a long-term partnership with Foxconn subsidiary Hon Young Semiconductor (HYS) to jointly develop and manufacture...

Wednesday 15 October 2025

China Mobile to fully adopt domestic AI chips by 2028

China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence...

Wednesday 15 October 2025

Samsung ramps up semiconductor talent hiring in India amid global AI design push

South Korean chipmaker Samsung Electronics is stepping up efforts to secure engineering talent in India, reinforcing the country's growing role as a global hub for semiconductor design...

Wednesday 15 October 2025

OCP Summit: Arm redefines AI infrastructure with open chiplet collab

At the OCP Global Summit 2025, Arm's Mohamed Awad, Senior Vice President and General Manager of Infrastructure Business, delivered a keynote urging the data center industry to rethink...

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