Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 4 August 2025

Weekly news roundup: Tesla's US$16.5 billion Samsung deal, former Intel China executive joins AMD, China advances in mature chips

Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former...

Monday 4 August 2025

Assessing the 20% reciprocal tariffs on Taiwan's electronics industry

Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness...

Monday 4 August 2025

Silicon Motion reports better-than-expected revenue, anticipates 10–15% growth in 3Q25

Silicon Motion reported second-quarter revenue of about US$199 million, up 19% from the previous quarter and surpassing forecasts of 5–10%. Despite a 6% drop year-over-year,...

Monday 4 August 2025

Innolux edges past HKC in global LCD TV panel race, 1H25 shipments reshuffle rankings

Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's...

Sunday 3 August 2025

Ex-Cambricon chip architect takes major step at new venture with major angel backing

Former Cambricon Technologies CTO Liang Jun has taken a significant leap with his new venture. On July 30, Shanghai Fangqing Technology...

Saturday 2 August 2025

Apple talent exodus reflects AI strategy transition dilemma

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and...

Friday 1 August 2025

Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong

Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...

Friday 1 August 2025

Trump's tariff war reshapes China's IC trade in 1H25

Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...

Friday 1 August 2025

China remains core to server PCB supply despite SEA expansion

Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...

Friday 1 August 2025

The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback

Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...

Thursday 31 July 2025

China probes Nvidia over H20 chip "backdoor" risks, casting shadow on future sales

Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move...

Thursday 31 July 2025

Samsung-Tesla AI chip deal: a potential four-way win for all?

Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...

Thursday 31 July 2025

Arm CEO signals strategic shift, considers in-house chips

Arm Holdings is charting a bold new course by exploring the development of its own chipsets,...

Thursday 31 July 2025

Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base

During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting...

Thursday 31 July 2025

MediaTek's product engine hums; 3Q forecast shows cracks from FX drag, front-loaded demand

MediaTek reported solid second quarter 2024 performance during its July 30 earnings call, with CEO Rick Tsai highlighting strong demand for edge AI system-on-chips (SoCs) and high-speed...

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