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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 11 June 2025
Qualcomm demonstrates new processor for AI-based smart glasses
Qualcomm Inc., the top maker of smartphone processors, is making a bigger push into smart glasses with low-power components that can run artificial intelligence software.
Wednesday 11 June 2025
Nintendo’s Switch 2 ignites IC order boom for Taiwan’s design houses
Nintendo's highly anticipated Switch 2 has officially launched to an extremely enthusiastic response across Europe, the US, and Japan. Retail channels report being "highly optimistic"...
Wednesday 11 June 2025
Trump's EDA cutoff cripples China's advanced node, HBM ambitions
The Trump administration has escalated its tech crackdown on China with a sweeping ban on Electronic Design Automation (EDA) software exports. On May 29, 2025, Synopsys, Cadence,...
Tuesday 10 June 2025
UK is in 'Goldilocks' moment, says Nvidia CEO
Nvidia CEO Jensen Huang praised the UK for its top-tier artificial intelligence (AI) talent and described the country as being in a "Goldilocks" position for AI advancement. However,...
Tuesday 10 June 2025
Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
Tuesday 10 June 2025
San Fu unveils seven strategies to ride semiconductor wave and expand overseas
Taiwan-based San Fu Chemical unveiled a broad seven-point strategic roadmap at its annual shareholder meeting on June 9, 2025, signaling the company's intent to deepen its footprint...
Tuesday 10 June 2025
Tariffs drive 2Q25 panel market volatility: Innolux and AUO May revenues show slight fluctuations
The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%...
Tuesday 10 June 2025
Edge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industry
Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious...
Tuesday 10 June 2025
US-China trade talks rekindled in London: rare earths, export curbs, Nvidia chips in focus
US-China trade talks resumed in London on June 10, extending a new bilateral economic and trade consultation mechanism launched with more than six hours of discussions the day before...
Tuesday 10 June 2025
Jarllytech reports 30% revenue growth in May as Chinese customer launches foldable notebook with exclusive hinge
Jarllytech saw 30% revenue growth year-over-year in May, hinges on new foldable notebook launch
Tuesday 10 June 2025
South Korean industry optimistic about Samsung's potential Middle East expansion; AI chip orders seen as key
Following reports that TSMC is considering establishing a semiconductor wafer fab in the Middle East, some observers suggest that Samsung Electronics may also seek opportunities to...
Tuesday 10 June 2025
Arm unveils Zena compute subsystem to accelerate Automotive AI innovation and solve OEM bottlenecks
As artificial intelligence accelerates the reshaping of the automotive sector, Arm has once again positioned itself at the forefront. Following the rollout of its Armv9 architecture...
Monday 9 June 2025
Qualcomm agrees to buy chip firm Alphawave for US$2.4 billion

Qualcomm Inc. has agreed to buy London-listed semiconductor company Alphawave IP Group Plc for about US$2.4 billion in cash to expand...

Monday 9 June 2025
Taiwan semiconductor suppliers deepen SEA ties with US$19 million in deals
Taiwan's semiconductor equipment industry made a strong impression at this year's SEMICON Southeast Asia, as the Innovative Technology and Product Launch, jointly organized by the...
Monday 9 June 2025
Intel to enforce 50% gross margin rule, may halt low-profit projects
Intel is implementing a stricter profit policy as part of efforts to regain financial stability after years of declining margins. At the Bank of America Global Technology Conference,...