Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 14 August 2025

Topoint races to meet surging drill bit demand as AI and HPC boom

As artificial intelligence (AI) and high-performance computing (HPC) drive explosive growth in demand for advanced printed circuit boards...

Thursday 14 August 2025

Global DDR5 market pressured by CXMT's ramp-up

After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...

Wednesday 13 August 2025

China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate

China's growing mistrust of Nvidia's H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders...

Wednesday 13 August 2025

Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins

Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...

Wednesday 13 August 2025

Zhen Ding bullish on CoWoP despite long road to mass production

Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...

Wednesday 13 August 2025

Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum

Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...

Wednesday 13 August 2025

US export levy targeting Nvidia and AMD may expand to other semiconductor firms

The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...

Wednesday 13 August 2025

Samsung Display debuts MONT FLEX brand, showcases enhanced durability and reduced creases in foldable panels

Samsung Display (SDC) recently launched its foldable panel brand, MONT FLEX, at the K-Display 2025, marking an ongoing effort in foldable display innovation. Despite progress, Samsung...

Wednesday 13 August 2025

Trump’s 15% Nvidia chip levy hints at new trade game

US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...

Wednesday 13 August 2025

Samsung bets big on DRAM overhaul to reclaim HBM crown

Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence...

Tuesday 12 August 2025

Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects,...

Tuesday 12 August 2025

Panel makers cautious about 3Q25 as early stocking affects demand

Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook...

Tuesday 12 August 2025

H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent

Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...

Tuesday 12 August 2025

South Korea's DeepX to supply AI chips for Baidu's drones and robots

South Korean AI semiconductor developer DeepX has struck a deal to supply chips for Chinese tech giant Baidu, targeting applications in drones and robotics. The partnership will integrate...

Tuesday 12 August 2025

Trump weighs Nvidia China chip deal, tying exports to US revenue cut

US President Donald Trump on August 11 signaled he may allow Nvidia to export a downgraded version of its latest Blackwell-architecture chip to China. While he gave no date for talks...

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