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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 22 May 2025
Trump's Middle East trip spurs major AI infrastructure deals, highlights energy and chip synergies
US President Donald Trump's recent visit to the Middle East has emerged as a significant catalyst for the global AI industry, sparking new partnerships and investments aimed at addressing...
Thursday 22 May 2025
South Korea panel maker business status
South Korea's two major panel makers have made progress in restructuring their businesses and will continue to strengthen OLED development to meet future growth momentum.
Thursday 22 May 2025
Xiaomi vaults to 3nm with XRing O1, pairing custom AP with external baseband
Xiaomi's XRing O1 will debut in the 15S Pro smartphone and Pad 7 Ultra, reportedly built on TSMC's second-gen 3nm (N3E) process. With around 19 billion transistors, the chip ranks...
Thursday 22 May 2025
Infineon, Nvidia target 800-Volt power systems as AI energy demands surge
Infineon Technologies and Nvidia announced a collaboration to develop 800-volt DC power architectures for artificial intelligence (AI) data centers, as the industry confronts exponential...
Thursday 22 May 2025
Xiaomi cracks the 3nm barrier with XRing O1: Qualcomm faces a new reality
On the evening of May 22, Xiaomi is expected to launch its self-developed 3nm mobile system-on-chip (SoC), the XRing O1, in a move that underscores both the company's technological...
Thursday 22 May 2025
Samsung Display makes Computex debut, eyes OLED edge in post-LCD era
Samsung Display made its first appearance at Computex 2025, showcasing a range of IT OLED products as the South Korean panel maker seeks to capitalize on the industry's transition...
Thursday 22 May 2025
Lotes responds to GB300 design change, aims to enter Nvidia mass production list

As the AI boom continues to reshape the global tech supply chain, Taiwan-based connector manufacturer Lotes is navigating uncertainty...

Thursday 22 May 2025
AI server surge boosts Aspeed’s BMC chip sales, revenue forecast
Aspeed Technology is experiencing robust growth in demand for its BMC chips, fueled by the expansion of AI applications and increasing adoption in the data center sector. Chairman...
Thursday 22 May 2025
Nvidia outlines AI robotics strategy at Computex 2025
Nvidia's VP of AI and Robotics, Deepu Talla, presented the company's vision for robotics development at Computex 2025 today, highlighting synthetic data generation as what he called...
Thursday 22 May 2025
U.S. rebuffs Nvidia’s plea, vows to keep China AI chip curbs
The Trump administration will maintain efforts to keep advanced artificial intelligence technology out of China's hands, a top White House official said, brushing off calls from Nvidia...
Thursday 22 May 2025
Foxconn taps Africa, unveils AI care tech at GTC
Foxconn is accelerating its entry into the digital health sector, unveiling a series of AI-driven healthcare solutions at the 2025 GTC Taipei. Key announcements included the launch...
Thursday 22 May 2025
Xiaomi pushes the edge with 3nm XRing O1 chip, threading US regulatory needle
Xiaomi is set to unveil its latest slate of strategic products at 7 pm CST on May 22, headlined by the long-awaited debut of its in-house smartphone SoC, the XRing O1—a bold...
Thursday 22 May 2025
Computex 2025: AMD unveils next-gen Radeon and Threadripper products
At Computex 2025, AMD showcased a robust lineup of next-generation products aimed at strengthening its presence in the server and PC markets, with a strong focus on AI, gaming, and...
Thursday 22 May 2025
Intel's quiet charm offensive contrasts Nvidia's exuberant touch at Computex 2025
At Computex 2025, the tech industry's most powerful CEOs weren't just showcasing chips. They were showcasing themselves.
Thursday 22 May 2025
Huawei's AI chip push gains ground amid US pressure and Nvidia ban in China
Huawei is rapidly expanding its footprint in China's AI chip market, capitalizing on Nvidia's recent regulatory hurdles and domestic momentum in artificial intelligence investments...