Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 17 July 2025

Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?

While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...

Wednesday 16 July 2025

As Huawei Ascend courts the Middle East and Southeast Asia, Washington raises red flags

In early July, the US Department of Commerce issued a stark warning: using Huawei's Ascend AI chips "anywhere in the world" could be considered a violation of US export controls....

Wednesday 16 July 2025

Broadcom launches Tomahawk Ultra AI networking chip built on TSMC's 5nm process to challenge Nvidia

Broadcom has launched its latest Tomahawk Ultra Ethernet switch chip, fabricated using TSMC's 5nm process, targeting high-performance AI infrastructure with a design aimed squarely...

Wednesday 16 July 2025

From decline to recovery: Japan's semiconductor lessons for South Korea

Facing mounting challenges at home and intensifying global competition, South Korea's semiconductor industry is at a crossroads. Now, a growing chorus of experts is urging Seoul to...

Wednesday 16 July 2025

Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom

The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...

Wednesday 16 July 2025

US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China

The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...

Wednesday 16 July 2025

Exclusive: Intel ends reorg by July, stability ahead

Intel's annual conference shifts to Phoenix amid sweeping CEO-led reforms

Wednesday 16 July 2025

Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge

AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...

Wednesday 16 July 2025

Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun...

Tuesday 15 July 2025

TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

Tuesday 15 July 2025

Nvidia regains China access as Trump reverses H20 ban, but at what cost?

Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Tuesday 15 July 2025

GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk

With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...

Tuesday 15 July 2025

Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments

Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately,...

Tuesday 15 July 2025

Nvidia caught between Washington's warnings and Beijing's welcome

As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking...

Tuesday 15 July 2025

Nvidia-MediaTek chip sees demand surge as China seeks alternatives

The GB10 chip co-developed by Nvidia and Taiwan's MediaTek is experiencing demand several times higher than expected as the product nears mass production, according to industry sou...

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