Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 9 June 2025

TSMC adjusts global growth plans as Washington ramps up demands

TSMC, under growing pressure from Washington to accelerate its American operations, is reconsidering its global capacity expansion plans...

Monday 9 June 2025

Coincidence? EDA access quietly restored to some Chinese companies following Xi-Trump call

Following a direct high-level phone call between China and the US on the evening of June 5, 2025, Beijing time, subtle shifts have emerged in semiconductor and electronic design automation...

Monday 9 June 2025

Weekly news roundup: Arm's rebrand, Huawei's R&D blitz, and Asia's rising AI chip challengers

These are the most-read DIGITIMES Asia stories from June 2 to June 8, 2025. Top highlights include Arm's strategic rebrand and entry into proprietary chip design, Huawei's...

Sunday 8 June 2025

Cloud ASIC market gains momentum as AI demand soars

The cloud application-specific integrated circuit (ASIC) market continues to gather steam as both the US and Taiwanese semiconductor players ramp up investments and innovation to...

Saturday 7 June 2025

TV panel market cools amid tariff uncertainty and early inventory buildup

Uncertainty over US tariffs is weighing heavily on the global LCD TV panel market, with sluggish demand prompting TV brands to revise their panel procurement plans for the second...

Saturday 7 June 2025

MediaTek executive: AI still in early phase, edge inference to drive chip growth

The NTU SoC Center hosted a forward-looking technology forum on June 5, 2025, with artificial intelligence (AI) robotics as the central theme. During the event, MediaTek senior director...

Saturday 7 June 2025

Samsung taps 5nm node and AI SoCs to expand automotive chip strategy

Samsung Electronics has reportedly partnered with two leading European chipmakers to co-develop next-generation automotive chips using...

Friday 6 June 2025

Can Huawei break Nvidia's hold? 2 key issues undercut Ascend 910C push

Huawei's efforts to displace Nvidia as the leading AI chip supplier in China with its Ascend 910C processor are facing significant setbacks. Industry insiders cite both entrenched...

Friday 6 June 2025

Broadcom reports strong earnings growth on robust AI-driven demand and VMWare boost

Broadcom reported a 20.2% year-over-year revenue jump to a record US$15 billion in the second quarter of fiscal 2025, driven by surging demand for AI chips and strong contributions...

Friday 6 June 2025

Broadcom sees sustained AI momentum, eyes continued growth through fiscal 2026

Broadcom delivered a strong second-quarter performance for fiscal 2025, with AI-driven growth continuing to dominate the company's outlook. In the earnings call, President and CEO...

Friday 6 June 2025

The AI chip wars: ASIC uprising challenges Nvidia's crown as TSMC takes all

As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown...

Friday 6 June 2025

Arm's Zena CSS shaves a year off auto chip development

Arm has introduced Zena Compute Subsystems (CSS), a pre-integrated, safety-certified automotive compute platform designed to cut chip development timelines by up to 12 months. Announced...

Thursday 5 June 2025

As US EDA ban tightens its grip, China's domestic tools step into the breach

The US has issued new export restrictions targeting leading electronic design automation (EDA) firms—Cadence, Synopsys, and Siemens—prohibiting them from supplying software...

Thursday 5 June 2025

Taiwan wafer foundry industry, 2Q 2025

Taiwan’s wafer foundry industry revenue is expected to rebound in the second quarter of 2025, with AI and HPC continuing to drive growth. However, tariff uncertainties may impact...

Thursday 5 June 2025

Weakening demand halts LCD monitor panel price surge

IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase...

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