Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 2 June 2025

AIchip goes all in on CoWoS advanced packaging

Fabless manufacturer AIchip Technologies held a shareholders' meeting on May 29, during which it held a reelection of directors and supervisors. Jerry Tzou, the director of advanced...

Monday 2 June 2025

Novatek leans into 6nm ASICs while tariff clouds second-half visibility

Novatek Microelectronics Corp., a top display driver IC supplier, reported no surprises at its annual shareholder meeting. Vice Chairman and President Steve Wang said the company's...

Monday 2 June 2025

Forcelead rides HUD wave as Taiwan firms keep grip on auto DDI market

Sitronix's automotive display driver IC (DDI) subsidiary, Forcelead, held an investor conference to provide updates on its current operations. Forcelead stated that the company has...

Friday 30 May 2025

Macnica’s Taiwan subsidiary, Anstek, appoints new chairman to guide growth

Macnica's Taiwan-based subsidiary, Anstek, held its 2025 annual shareholders meeting this week, swiftly followed by a board meeting in...

Friday 30 May 2025

Winbond ramps up in the DRAM shake-up, but trade fears loom

Amid growing uncertainty over global tariffs, Taiwanese memory chipmaker Winbond Electronics has seen a sudden surge in urgent orders during the second quarter of 2025, so much so...

Friday 30 May 2025

MediaTek eyes $40B cloud ASIC bonanza as next growth engine

Taiwanese IC design leader MediaTek held its shareholders' meeting on May 29, 2025, where all proposals and votes proceeded smoothly. CEO Rick Tsai highlighted in the shareholder...

Friday 30 May 2025

Samsung activates crisis planning, lines up US$7.27 billion in bank credit

Facing mounting pressure from high US tariffs and a prolonged global economic slowdown, Samsung Electronics has reportedly activated a crisis management framework and signed a credit...

Thursday 29 May 2025

What are Trump's options on the table after tariff ruling?

A US trade court ruling that blocked most of former President Donald Trump's sweeping "Liberation Day" tariffs has thrown a wrench into...

Thursday 29 May 2025

Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out

Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...

Thursday 29 May 2025

How Nvidia's next-gen GPUs are fueling an inference supercycle

Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase...

Thursday 29 May 2025

From racks to liquid cooling, Taiwan powers the next wave of AI infrastructure

Artificial intelligence remained the undisputed centerpiece at COMPUTEX 2025, where the industry's most advanced hardware — from chips and compute trays to full-scale AI server...

Thursday 29 May 2025

WPG marks 20 years by doubling down on AI and tariff strategy amid global disruptions

As it marks its 20th anniversary in 2025, WPG Holdings, Asia's largest semiconductor distributor, finds itself at the intersection of two disruptive forces: the generative AI boom...

Thursday 29 May 2025

Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management

Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market...

Thursday 29 May 2025

AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough

While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite...

Thursday 29 May 2025

US reportedly targets EDA exports to China; vendors push back on disruption claims

China's semiconductor sector was abuzz in late May 2025 by reports that Siemens EDA received a notice from the US Bureau of Industry and Security (BIS) instructing it to halt all...

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