Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 14 May 2025

Rohm Semiconductor reports record loss for fiscal 2024 amid weak EV demand

Rohm Semiconductor posted a consolidated net loss of JPY50 billion (US$337 million) for fiscal year 2024 (ending March 2025), its first annual loss in 12 years and the second-largest...

Wednesday 14 May 2025

Samsung secures orders from Nintendo, paving way for future orders from Nvidia and Qualcomm

Samsung Electronics' foundry division is actively pursuing orders for its 2nm process technology and is currently conducting process...

Wednesday 14 May 2025

Trump's Middle East visit sparks major AI deals

US President Donald Trump embarked on a high-stakes Middle East tour from May 13 to 16, visiting Saudi Arabia, Qatar, and the United Arab Emirates. Landing in Riyadh, Saudi Arabia,...

Wednesday 14 May 2025

Chinese panel makers scale back LCD production as tariffs bite

Chinese panel manufacturers BOE Technology and TCL China Star Optoelectronics (TCL CSOT) have reportedly begun scaling back their LCD panel production in response to the tariff policies...

Wednesday 14 May 2025

As Chinese IDMs climb, Europe's powerhouses lose ground

Driven by new energy vehicle subsidy policies, the localization wave of automotive chips in China is intensifying, accelerating the domestic substitution process. Chinese integrated...

Wednesday 14 May 2025

Nvidia cheers, Huawei fears: Trump resets AI chip controls

The Trump administration plans to overhaul regulations on the export of semiconductors used in artificial intelligence (AI), tossing out a Biden-era approach that had drawn strenuous...

Wednesday 14 May 2025

Nvidia reportedly hikes GPU prices amid TSMC costs surge and escalating US-China tech rivalry

Nvidia is navigating a turbulent stretch, as soaring production costs at its foundry partner TSMC have reportedly prompted the company to raise prices across its GPU product line...

Tuesday 13 May 2025

New gaming consoles boost PXI's 1H25 operations; tariff impact remains uncertain

IC design house PixArt Imaging (PXI) held an investor conference and shared its market outlook. The company noted that revenue in the first quarter of 2025 exceeded earlier expectations,...

Tuesday 13 May 2025

Taiwan's MPI sees solid start to 2025 despite currency and tariff headwinds

Semiconductor testing interface and equipment provider MPI Corporation delivered a stronger-than-expected first quarter in 2025, driven...

Tuesday 13 May 2025

Display Week 2025: LGD showcases leading P2P panels and stretchable OLEDs

LG Display (LGD) is set to participate in the Society for Information Display's (SID) Display Week 2025 with a major focus on next-generation automotive displays. Highlights include...

Tuesday 13 May 2025

MediaTek teams up with Nvidia, but talent drain clouds alliance

Nvidia will collaborate with MediaTek to launch an AI PC platform in 2025. This marks a true breakthrough for MediaTek, solidifying its role as a trusted partner of Nvidia's CEO Jensen...

Tuesday 13 May 2025

Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal

Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal...

Tuesday 13 May 2025

Fitipower sharpens edge in OLED DDI, AI as 1Q momentum defies macro headwinds

Taiwan's Fitipower Integrated Technology plans to start mass production of OLED display driver ICs (DDIs) for mobile devices in the second half of 2025, aiming to diversify its portfolio...

Tuesday 13 May 2025

MediaTek bets on cloud applications as 2Q25 outlook remains flat

MediaTek, Taiwan's leading chip design company, reported April 2025 revenue of NT$48.754 billion (approx. US$1.61 billion), up 16% from...

Monday 12 May 2025

Nvidia RTX 5070 and 5080 launch drives Powerlogic revenue surge

The release of Nvidia's RTX 5070 and 5080 series graphics cards has spurred significant demand for gaming cooling fans, propelling Powerlogic, a Taiwanese fan manufacturer, to a record-high...

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