CONNECT WITH US
Global supply chain: Key components
Key components news coverage
IN THE NEWS
Tuesday 11 November 2025
Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments
Microchip Technology and Qualcomm have both expanded their presence in Bengaluru, reinforcing the city's position as India's top semiconductor and technology hub and adding momentum...
Monday 10 November 2025
Taiwan semiconductor materials face three major obstacles, says Sunlit exec
The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme "A Single Tree Cannot Make a Forest: Taiwan's Rising Materials Industry."
Monday 10 November 2025
Fitipower eyes AIoT chip surge in 2026 to cut DDI revenue share
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance...
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...
Monday 10 November 2025
Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026
Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions...
Monday 10 November 2025
PixArt Imaging signals stable 4Q25 as drone sensor demand offsets gaming softness
IC design company PixArt Imaging held its earnings call on November 7, 2025, outlining a cautiously optimistic view for the remainder of 2025. Although the company posted weaker results...
Monday 10 November 2025
Malaysia reaffirms AI chip neutrality, adopts Nvidia and Huawei Ascend
Malaysia has reiterated its neutral stance on artificial intelligence (AI) chip selection, ensuring that both Nvidia Corporation and Huawei's Ascend unit chips will be adopted. According...
Monday 10 November 2025
ZEITEC Semiconductor targets TDDI expansion in mobile phone aftermarket
Founded in 2010, ZEITEC Semiconductor recently held a pre-listing media briefing to outline its strategy for the mobile phone aftermarket, focusing on display bridge ICs, touch chips,...
Sunday 9 November 2025
uPI applies power IC demand growth across three segments
The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated...
Sunday 9 November 2025
M31 weathers a costly quarter with eyes on AI-fueled recovery
Silicon intellectual property (IP) provider M31 Technology posted a loss for the third quarter of 2025. The company blamed the red ink on project delays from North American and European...
Sunday 9 November 2025
Google and Nvidia take the AI race into orbit with plans for space data centers

On November 2, local US time, Nvidia made history by sending its powerful H100 GPU into orbit for the first time. Just two days later,...

Saturday 8 November 2025
Jensen Huang joins TSMC sports day as Morris Chang misses event for health reasons
TSMC held its 2025 sports day on November 8 at the Hsinchu County Stadium. Founder Morris Chang, 94, was absent due to health issues, sparking worries about his condition and fueling...
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
TPK beats 3Q25 profit forecast on surging E-reader demand
Touch panel maker TPK Holding posted stronger-than-expected earnings for the third quarter of 2025, driven by a better product mix and rising e-reader demand.
Friday 7 November 2025
China smartphone AP shipments, 3Q 2025
With the Chinese smartphone market expected to recover in the first quarter of 2026, smartphone AP shipments are projected to rise 1.7% year-on-year in the fourth quarter of 2025.