Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 1 October 2025

OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan

OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's semiconductor supply chain. On September 30, OpenAI CEO...

Wednesday 1 October 2025

Nvidia falters in China; Huawei moves to fill AI chip vacuum

Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...

Wednesday 1 October 2025

Apple supplier BOE expands beyond displays with robotics and AI software unit

BOE Technology, a major Apple display panel supplier, has established a wholly owned subsidiary to expand into robotics and artificial intelligence (AI) software. Sina and...

Wednesday 1 October 2025

China's copper foil sector pushes back against price war with processing fee hike

China's PCB industry has, in recent years, been entangled in a vicious price war, leading many local PCB manufacturers to collapse under the pressure of internal cutthroat competition...

Tuesday 30 September 2025

Nvidia CEO Jensen Huang outlines AI industry shifts and Nvidia's strategic vision in detailed podcast interview

In a recent 110-minute discussion on the BG2 Pod podcast, Nvidia Corporation CEO Jensen Huang addressed critical developments in artificial intelligence (AI) and the future...

Tuesday 30 September 2025

TSMC 2025 full-year revenue set to break US$100 billion

Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC's third quarter...

Tuesday 30 September 2025

Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers

Compal Electronics' PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan's Meiko to establish a high-layer count (HLC) printed circuit board plant...

Tuesday 30 September 2025

DB HiTek expands foundry presence in India through SmartSoC partnership

SmartSoC Solutions has entered a strategic partnership with South Korea's DB HiTek to strengthen access to specialty foundry services for India's semiconductor ecosystem. Under the...

Tuesday 30 September 2025

PCB giant GCE expands Thailand plant phase 2, ASIC server capacity to start 2H26

Networking and server PCB giant GCE announced plans to expand its Thailand facility with a US$40 million investment to boost ASIC server production capacity by the second half of...

Tuesday 30 September 2025

UST invests in Kaynes Semicon to expand India's semiconductor assembly and testing capabilities

UST, a provider of AI and technology transformation solutions, has announced a strategic investment in Indian semiconductor manufacturer Kaynes Semicon. The partnership aims to strengthen...

Tuesday 30 September 2025

Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough

At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and...

Tuesday 30 September 2025

LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026

Prices for LCD TV panels stabilized in the third quarter, following months of decline, and remained flat across all sizes in August and September. As the industry moves into the fourth...

Tuesday 30 September 2025

Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...

Tuesday 30 September 2025

China's Zhaoxin breaks into healthcare: 6,000+ hospital PCs run x86 chips against Intel, AMD

Shanghai Zhaoxin Semiconductor has scored a breakthrough in China's healthcare sector. On September 23, the x86 chipmaker announced that...

Tuesday 30 September 2025

Qualcomm engages with India's chip packaging sector, open to partnerships with local players

Qualcomm is in active discussions with multiple Indian suppliers, including the Tata Group, to leverage the country's semiconductor packaging capacity and is open to collaborating...

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