Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 17 July 2025

Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing

The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During...

Thursday 17 July 2025

Nvidia's Jensen Huang names 10 Chinese AI firms shaping the future — from Tencent to MiniMax

Nvidia CEO Jensen Huang delivered a rare Mandarin-language keynote at the China International Supply Chain Expo on July 16, appearing...

Thursday 17 July 2025

Siemens eyes Samsung’s IP weak spot—could it unsettle the Synopsys-Cadence duopoly?

In a strategic move to disrupt the duopoly of Synopsys and Cadence in the electronic design automation (EDA) market, Siemens is reportedly launching an intellectual property (IP)...

Thursday 17 July 2025

China's Wingtech reboots C-suite as it doubles down on semiconductors

Wingtech Technology announced on July 15 a sweeping leadership overhaul as it shifts its core strategy toward semiconductors, following the divestiture of its consumer electronics...

Thursday 17 July 2025

Adata surges on memory boom, eyes AI and Biotech for next growth wave

Taiwanese memory module maker Adata Technology reported after-tax profit of NT$462 million (US$15 million) in June 2025, marking a dramatic turnaround from a loss in the same month...

Thursday 17 July 2025

Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...

Thursday 17 July 2025

Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?

While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...

Wednesday 16 July 2025

As Huawei Ascend courts the Middle East and Southeast Asia, Washington raises red flags

In early July, the US Department of Commerce issued a stark warning: using Huawei's Ascend AI chips "anywhere in the world" could be considered a violation of US export controls....

Wednesday 16 July 2025

Broadcom launches Tomahawk Ultra AI networking chip built on TSMC's 5nm process to challenge Nvidia

Broadcom has launched its latest Tomahawk Ultra Ethernet switch chip, fabricated using TSMC's 5nm process, targeting high-performance AI infrastructure with a design aimed squarely...

Wednesday 16 July 2025

From decline to recovery: Japan's semiconductor lessons for South Korea

Facing mounting challenges at home and intensifying global competition, South Korea's semiconductor industry is at a crossroads. Now, a growing chorus of experts is urging Seoul to...

Wednesday 16 July 2025

Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom

The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...

Wednesday 16 July 2025

US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China

The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...

Wednesday 16 July 2025

Exclusive: Intel ends reorg by July, stability ahead

Intel's annual conference shifts to Phoenix amid sweeping CEO-led reforms

Wednesday 16 July 2025

Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge

AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...

Wednesday 16 July 2025

Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun...

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