Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 25 August 2025

Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia

China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...

Monday 25 August 2025

Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks

The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...

Monday 25 August 2025

Taiwan offers tax breaks for SME holding companies targeting US investment

The United States' implementation of trade protectionism has introduced significant uncertainty and risks for export-oriented economies. Chin-Ching Liu, minister of the National Development...

Saturday 23 August 2025

It’s official: Trump administration takes 10% Intel stake in $8.9B deal

Intel Corporation announced an agreement with the Trump Administration under which the US government will take a 9.9% stake in the company through a US$8.9 billion equity investment,...

Saturday 23 August 2025

Rebellions takes on Nvidia with Saudi expansion, Aramco partnership

South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according...

Friday 22 August 2025

Jensen Huang's whirlwind Taiwan visit: 5 key priorities with TSMC before earnings call

Nvidia CEO Jensen Huang made a surprise visit to Taiwan on August 22, spending just 12 hours in the country. He said the trip was to meet TSMC executives and review six chips already...

Friday 22 August 2025

Hyundai reportedly deepens push into automotive semiconductors with Samsung, Intel ties

As part of its broader effort to strengthen competitiveness in the next generation of vehicles, Hyundai Motor Group is accelerating its...

Friday 22 August 2025

TSMC's gross margin nears 60% as equipment allies shine

TSMC's strong second-quarter results demonstrated resilience amid global challenges, posting a 58.6% gross margin and NT$759.83 billion (US$24.93 billion) revenue in the first half...

Friday 22 August 2025

TSMC keeps Japan in focus with 2nd Kumamoto fab set to break ground in 2025

TSMC board member Paul Liu confirmed the chipmaker will break ground on a second fab in Kikuyo, Kumamoto Prefecture, in 2025 as scheduled, rejecting speculation that Japan's role...

Friday 22 August 2025

Google switches to TSMC for Tensor G5 as Pixel 10 series launches

Google has officially launched its latest lineup of Pixel devices, all powered by the next-generation Tensor G5 chip, built using TSMC's...

Friday 22 August 2025

Nvidia reportedly orders halts H20 chip production amid China market backlash

Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives...

Friday 22 August 2025

Equity-for-subsidies: Samsung and Seoul fear US govt overreach

The Trump administration is exploring acquiring equity stakes in major semiconductor companies, including Samsung Electronics, following its interest in Intel Corporation. This move,...

Friday 22 August 2025

Nvidia CEO's third Taiwan trip in 2025: talk H20, US govt stake and visits TSMC

Nvidia CEO Jensen Huang made an unannounced visit to TSMC on August 22, arriving at Taipei airport early in the morning by private jet. Huang stated that the purpose of this trip...

Friday 22 August 2025

Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain

Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...

Friday 22 August 2025

Samsung boosts 2nm chip competitiveness with Hyper Cell tech

Samsung Electronics' foundry business plans to leverage its Hyper Cell technology to maintain its competitiveness in the 2nm semiconductor process. By adopting a more flexible chip...

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