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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
Nvidia reportedly investing up to US$2 billion in Elon Musk's xAI amid broader AI infrastructure expansion
Elon Musk's artificial intelligence (AI) startup, xAI, is reportedly seeking to raise up to US$20 billion in a new funding round that includes an equity investment from Nvidia, according...
Wednesday 8 October 2025
FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips
On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly,...
Wednesday 8 October 2025
TV panel prices to stay flat or edge down in 4Q25 on softer demand, production cuts
As the industry enters the fourth quarter of 2025, the traditional peak season for TV manufacturers is losing momentum. China's Singles' Day shopping festival stockpiling is winding...
Wednesday 8 October 2025
IT panel shipments to fall in 4Q25, prices to edge lower as demand cools
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total...
Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
Tuesday 7 October 2025
Arm CEO Rene Haas recalls Nvidia's bold exit from Intel chip support during his time working with Jensen Huang
As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm...
Tuesday 7 October 2025
Taiwan's silicon shield under siege as US accelerates chip onshoring
A US proposal to evenly split advanced semiconductor production between Taiwan and the United States has sparked deep concern in the industry and triggered a political debate in Taipei,...
Tuesday 7 October 2025
India's Silizium Circuits develops GaAs 5G front-end chip as RF localization advances
Indian fabless semiconductor startup Silizium Circuits has completed the end-to-end design of a GaAs-based 5G low-noise amplifier (LNA), or front-end module (FEM), marking a step...
Tuesday 7 October 2025
Weekly news roundup: Intel and TSMC pour billions into Arizona; Memory chip prices soar, Hanmi expands to Singapore to support Micron
Below are the most-read DIGITIMES Asia stories from the week of September 29–October 5.
Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...