Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 14 August 2025

Samsung wins Apple iPhone image sensor deal in Texas, eyes Qualcomm next

Samsung Electronics plans to begin producing its in-house–designed high-performance CMOS image sensors (CIS) at its Austin, Texas, wafer fab in 2027 for Apple's iPhones. Industry...

Thursday 14 August 2025

Taiwan's Fitipower eyes PMIC expansion as DDI market softens

Taiwanese IC design house Fitipower Integrated Technology expressed cautious optimism for the remainder of 2025 during its earnings call on Thursday, pointing to continued strength...

Thursday 14 August 2025

Rubin testing supply chain takes shape: Taiwanese firms invest heavily in AI accelerator opportunities

With Nvidia's Rubin GPUs powering the next generation of AI servers scheduled to enter the market in the second half of 2026, recent developments show an accelerated expansion in...

Thursday 14 August 2025

Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban

Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission...

Thursday 14 August 2025

Tencent widens AI chip sourcing as Beijing puts H20 under the microscope

Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...

Thursday 14 August 2025

Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive

Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...

Thursday 14 August 2025

Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth

Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13,...

Thursday 14 August 2025

GMT warns of slower 2H25 growth as tariff uncertainty persists

Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...

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...

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