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Global supply chain: Key components
Key components news coverage
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Friday 26 September 2025
Apple, Qualcomm, and MediaTek pivot toward AI accelerators as 3nm era closes

The 2025 generation of flagship smartphone chips will mark the final run for 3nm processors — closing a chapter in semiconductor...

Friday 26 September 2025
Anpec says share price undervalued in Yageo public tender offer
Taiwanese passive components maker Yageo, on September 11, 2025, unilaterally announced plans to invest over NT$4.8 billion (US$158 million) to acquire a major stake in power management...
Friday 26 September 2025
China's CPU makers deliver strong half-year results, Loongson 3C6000 on track for 2026
China's CPU industry is gaining real traction, with listed players posting strong first-half 2025 earnings, resilient margins, and rising R&D outlays. Driven by state backing...
Friday 26 September 2025
Global chip sector faces 2026 slowdown: AI growth meets consumer market chill
The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...
Thursday 25 September 2025
TSMC and EDA partners use AI to boost chip design energy efficiency tenfold
TSMC and its partners have leveraged artificial intelligence (AI) software to enhance the energy efficiency of AI computing chips by roughly ten times. The company presented its latest...
Thursday 25 September 2025
Foxconn pulls ahead of Quanta and Wistron in Nvidia AI server race
Foxconn has jumped out to a significant early lead over rivals Quanta Computer and Wistron in the high-stakes race to build Nvidia's next-generation AI servers, according to industry...
Thursday 25 September 2025
Alibaba stakes out AI chip ecosystem, setting up a clash with Huawei
Alibaba is steadily building a vertically integrated chip ecosystem that spans cloud computing, AI chip design, and advanced packaging. People's Daily recently revealed a...
Thursday 25 September 2025
Qualcomm unveils Snapdragon 8 Elite Gen 5 and Snapdragon X2 Elite Extreme with major AI performance gains
Qualcomm officially launched its newest flagship platforms for smartphones and PCs on September 24. The company introduced the Snapdragon 8 Elite Gen 5 as its latest smartphone platform,...
Thursday 25 September 2025
Intel, Apple reportedly in early talks over potential investments as chipmaker seeks revival
Bloomberg, citing unnamed sources, reported that Intel has held preliminary talks with Apple about a possible investment in the struggling US chipmaker. The discussions,...
Wednesday 24 September 2025
Taiwan's three major science parks report chip-driven record revenue in 1H25
The National Science and Technology Council's three major science parks achieved a combined revenue of NT$2.74 trillion (approximately US$90.6 billion) in the first half of 2025,...
Wednesday 24 September 2025
Onsemi to acquire Aura Semiconductor's Vcore power technologies
Onsemi has announced an agreement to acquire rights to Aura Semiconductor's Vcore power technologies, including related intellectual property licenses. The acquisition, expected to...
Wednesday 24 September 2025
Inside Huawei's bid to outflank Nvidia: clusters, optics, and a 3-year AI roadmap
Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking...
Wednesday 24 September 2025
Giantplus lifts 4Q25 on auto display demand, wins big medical deal for 2026
Giantplus Technology, a mid- to small-sized panel maker in Taiwan, expects stronger performance in the fourth quarter of 2025 on the back of rising automotive display orders, particularly...
Wednesday 24 September 2025
MediaTek in talks with TSMC on Arizona production, rolls out new Dimensity 9500
Taiwan's MediaTek, the world's largest mobile chip supplier by shipments, is in discussions with TSMC to manufacture some of its semiconductors in Arizona. This potential move comes...
Wednesday 24 September 2025
Why Intel's US$16 billion lifeline won't solve its foundry crisis?
Intel, once the uncontested leader in PC and server chips, faces a turning point. Delays in advanced process technology and rising competition from AMD and Arm-based architectures...