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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Thursday 24 July 2025
China-Taiwan trade heating up amid US tariffs saga
Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring,...
Thursday 24 July 2025
Trump weighed Nvidia breakup but was told it'd be 'hard'
President Donald Trump said he considered attempting to break up Nvidia to increase competition in artificial intelligence (AI) chips before finding out "it's not easy in that busi...
Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...
Wednesday 23 July 2025
TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades
Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier...
Wednesday 23 July 2025
MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production
MediaTek and Broadcom continue to compete for Meta's new application-specific integrated circuit (ASIC) projects, with industry insiders stressing that both companies are performing...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.
Wednesday 23 July 2025
TI notes slower growth in automotive market, reaffirms 2025 capex plan
Texas Instruments' management struck a cautious tone during its second-quarter 2025 earnings call, highlighting signs of cyclical recovery across most end markets while acknowledging...
Wednesday 23 July 2025
Dixon Technologies holds back on bare PCB manufacturing despite new govt incentives
Dixon Technologies has decided to pause plans to enter bare PCB manufacturing, citing limited financial upside despite government incentives. During its fiscal first-quarter 2025...
Wednesday 23 July 2025
TI posts solid 2Q25 results, cautious outlook tempers optimism
On July 22, Texas Instruments (TI) reported a strong set of second-quarter results, buoyed by a rebound in analog chip demand and signs of stabilization in its industrial business...
Wednesday 23 July 2025
Samsung bets on GAA and HBM4 to retake AI crown
The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung...
Wednesday 23 July 2025
3nm’s swan song: Android chipmakers race to outsmart Apple with AI
As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm system-on-chip (SoC) flagships. Apple, MediaTek, and Qualcomm are all...
Wednesday 23 July 2025
Samsung, BOE resume LCD supply talks while legal battle ensues
Samsung Electronics executives met with BOE Technology leaders in July 2025 to discuss LCD panel procurement, even as the company remains locked in a legal dispute with Samsung Display...
Tuesday 22 July 2025
Samsung's TV business in crisis mode as employees seek reassignment
Samsung Electronics' Visual Display (VD) division, responsible for Samsung's TV business, has been experiencing internal disorder since May 2025, a negative byproduct of its workplace...
Tuesday 22 July 2025
PlayNitride faces revenue decline as microLED growth streak ends
Taiwanese microLED manufacturer PlayNitride is confronting its first significant slowdown after years of rapid expansion, with first-half revenue falling 4.64% to NT$504 million (approx...
Tuesday 22 July 2025
Hygon's 4GHz C86 chip marks China's shift from policy-driven to performance-led PCs

China's IT localization strategy has entered a new phase with the launch of Hygon Information Technology's C86 processor, a 4.0GHz x86-compatible...