Global supply chain: Key components

Key components news coverage

IN THE NEWS

Friday 15 August 2025

Asicland, Primemas team up for chiplet SoC efforts

Leading South Korean IC design firm Asicland is partnering with fellow IC design startup Primemas to spearhead an ecosystem for chiplet-based system-on-chip (SoC) platforms.

Friday 15 August 2025

Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP),...

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7,...

Thursday 14 August 2025

AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders

AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China's extended trade-in program and early orders from customers hedging against US tariff...

Thursday 14 August 2025

Exynos comeback? Samsung nears decision on Galaxy S26 flagship chip strategy

Samsung's Exynos flagship processors may return in the 2026 Galaxy S26 lineup, industry sources say, marking a potential revival after years on the sidelines. Built on Samsung's gate-all-around...

Thursday 14 August 2025

LG Display turns three-week OLED fixes into two-day process with AI

LG Display (LGD) has fully deployed a self-developed artificial intelligence platform across its design, manufacturing, and business operations, marking a decisive push into digital...

Thursday 14 August 2025

Samsung wins Apple iPhone image sensor deal in Texas, eyes Qualcomm next

Samsung Electronics plans to begin producing its in-house–designed high-performance CMOS image sensors (CIS) at its Austin, Texas, wafer fab in 2027 for Apple's iPhones. Industry...

Thursday 14 August 2025

Taiwan's Fitipower eyes PMIC expansion as DDI market softens

Taiwanese IC design house Fitipower Integrated Technology expressed cautious optimism for the remainder of 2025 during its earnings call on Thursday, pointing to continued strength...

Thursday 14 August 2025

Rubin testing supply chain takes shape: Taiwanese firms invest heavily in AI accelerator opportunities

With Nvidia's Rubin GPUs powering the next generation of AI servers scheduled to enter the market in the second half of 2026, recent developments show an accelerated expansion in...

Thursday 14 August 2025

Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban

Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission...

Thursday 14 August 2025

Tencent widens AI chip sourcing as Beijing puts H20 under the microscope

Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...

Thursday 14 August 2025

Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive

Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...

Thursday 14 August 2025

Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth

Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13,...

Thursday 14 August 2025

GMT warns of slower 2H25 growth as tariff uncertainty persists

Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...

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