Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 11 August 2025

From cost burden to growth engine: AI revolutionizes advanced packaging

At the OCP APAC 2025 conference, a high-profile panel brought together senior executives from TSMC, ASE, MediaTek, and Synopsys to examine how chiplets, advanced packaging, and next-generation...

Sunday 10 August 2025

Tesla's Dojo shutdown signals new alliances with Samsung and Intel in AI race

Tesla is dismantling its in-house AI supercomputer project "Dojo" and shifting gears toward a new external chip strategy involving Samsung...

Sunday 10 August 2025

LCD TV panel prices stabilize amid August market tug-of-war

In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...

Saturday 9 August 2025

Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026

Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...

Saturday 9 August 2025

HannStar's 12^th straight quarter of losses leaves plant sale uncertain

Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify...

Saturday 9 August 2025

Nvidia under fire as US eyes chip tracking to close export loopholes

The US has imposed export controls on critical chips bound for China, but smuggling and transshipment through third countries into China continue to occur, demonstrating that the...

Friday 8 August 2025

Intel CEO rebuffs Trump resignation call in staff letter

US President Donald Trump has publicly called for Intel CEO Lip-Bu Tan to "immediately resign," accusing him of significant conflicts of interest tied to past investments in Chinese...

Friday 8 August 2025

Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul

Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of...

Friday 8 August 2025

Chinese companies investigated for illegal poaching of Taiwanese tech talent

The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly...

Friday 8 August 2025

M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25

Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan...

Friday 8 August 2025

Elan forecasts stronger 2H25 on commercial notebook demand, AI PCs to rise in 2027

Touch IC design leader Elan Microelectronics held an investor conference and shared that its second quarter performance held up relatively well, with only a limited decline compared...

Friday 8 August 2025

China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO

China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...

Friday 8 August 2025

CMMT expects market recovery after tariff and exchange rate fluctuations settle

The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...

Friday 8 August 2025

Trump's 100% semiconductor tariff risks second US chip shortage

US President Donald Trump unexpectedly announced on August 7, 2025, that semiconductors would face tariffs of around 100%. Taiwanese semiconductor firms are confused by the move,...

Friday 8 August 2025

Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt

President Donald Trump, in a sweeping move with significant implications for the global tech industry, announced on Tuesday a 100% tariff...

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