Global supply chain: Key components

Key components news coverage

IN THE NEWS

Thursday 18 September 2025

SpaceX advances D2D plans with EchoStar spectrum deal

SpaceX is reportedly working with semiconductor manufacturers to develop a custom chip that will enable its upcoming direct-to-device...

Wednesday 17 September 2025

SMIC initiates testing of domestically produced lithography machines to bypass US sanctions

In response to US export controls and to reduce reliance on ASML, China has begun testing its first domestically manufactured deep ultraviolet (DUV) lithography machine. According...

Wednesday 17 September 2025

Taiwan semiconductor industry holds home advantage, says economics minister

Taiwan's AI server exports have doubled, with manufacturers' GPU and graphics card production capacity fully booked, driving remarkable export growth for the country. Minister of...

Wednesday 17 September 2025

Commentary: Smartphone chipmakers rebrand as Qualcomm, Apple, MediaTek, and Xiaomi refresh product names to stay competitive

Qualcomm will unveil its latest Snapdragon flagship mobile platform next week and has officially confirmed the chip will be called Snapdragon 8 Elite Gen 5. The move comes as part...

Wednesday 17 September 2025

China's TI anti-dumping probe likely more symbolic than punitive

China is reportedly probing whether US-made analog chips are being dumped into its market, a move widely seen as targeting Texas Instruments (TI), the dominant US supplier of analog...

Wednesday 17 September 2025

China opens anti-dumping probe into US chipmakers amid tariff tensions

China's Ministry of Commerce has announced a sweeping anti-dumping and anti-subsidy investigation into certain analog ICs imported from...

Wednesday 17 September 2025

NXP outlines SDV, robotics, and smart-glasses plans as new leadership prepares to take charge

Dutch chipmaker NXP Semiconductors plans to complete its CEO transition by October 2025. Current CEO Kurt Sievers, who will remain in the position until then, made what is likely...

Wednesday 17 September 2025

Nvidia's Jensen Huang reverses quantum strategy, bets billions on next computing era

Nvidia CEO Jensen Huang is making a big U-turn on quantum computing. After years of downplaying the technology's timeline, the tech titan is now pouring money into quantum startups...

Wednesday 17 September 2025

Taiwan's IC design industry risks losing No.2 spot to China; government unveils '4H' strategy

Taiwan's integrated circuit (IC) design industry ranks second worldwide, trailing only the US. However, in recent years, Taiwan's position has become increasingly precarious due to...

Tuesday 16 September 2025

Loongson's first GPU 9A1000 nears tape-out, deliveries slated for 3Q25

Loongson Technology said it has completed development of its first in-house GPU, the 9A1000, which is moving into tape-out testing. Pending successful results, shipments to customers...

Tuesday 16 September 2025

SEMICON Taiwan 2025: UK seeks Taiwanese partnerships to overcome domestic chip manufacturing constraints

The United Kingdom demonstrated a prominent presence at SEMICON Taiwan 2025 last week, reinforcing its position as a key player in innovative technology. The UK Department for Business...

Tuesday 16 September 2025

From FPGA to AI: Fudan Microelectronics confronts US FN4 blacklist head-on

Shanghai Fudan Microelectronics Group (FMSH), one of China's major IC design companies, has been placed on the US Commerce Department's Entity List with the strict Footnote 4 (FN4)...

Tuesday 16 September 2025

Qualcomm's Snapdragon naming shift coincides with Xiaomi's direct challenge to iPhone 17

Qualcomm has introduced its latest flagship mobile platform, the Snapdragon 8 Elite Gen 2, built using TSMC's 3nm process and incorporating a customized Oryon core to deliver improved...

Tuesday 16 September 2025

TCL CSOT unveils landmark investment plan to build world's first 8.6G inkjet-printed OLED line

Chinese display panel manufacturer TCL China Star Optoelectronics Technology (TCL CSOT) has announced plans to invest CNY29.5 billion (approximately US$4.14 billion) to build the...

Tuesday 16 September 2025

Beijing's anti-dumping drive puts US analog chips on notice, clearing path for Chinese alternatives

The US–China semiconductor dispute has entered a new phase of escalation, with the US Department of Commerce adding 23 Chinese entities to its Entity List, including 13 semiconductor...

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