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Tuesday 19 May 2026
Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
Tuesday 19 May 2026
Chipmakers rejoice as Googlebook entry heats up AI PC race
Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...
Tuesday 19 May 2026
Intel's foundry turnaround under analyst lens as Tan touts 18A momentum
Intel CEO Lip-Bu Tan recently told CNBC's Mad Money that the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's...
Tuesday 19 May 2026
Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
Monday 18 May 2026
Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms
Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end...
Monday 18 May 2026
Huawei, Apple, and Xiaomi battle for market share with deep discounts
Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146),...
Monday 18 May 2026
Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals
Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The...
Monday 18 May 2026
Weekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives
Below are the most-read DIGITIMES Asia stories from the week of May 11-17, 2026:
Friday 15 May 2026
Lei Jun, Musk and Cook converge at China-US state dinner
At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a...
Friday 15 May 2026
OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026
Apple confronts the AI agent era — is the App Store at risk?
Artificial intelligence has become one of Apple's most complicated strategic challenges. At next month's Worldwide Developers Conference, the company is expected to unveil a broader...
Thursday 14 May 2026
Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact
Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward...
Thursday 14 May 2026
Asus's record revenue signals greater exposure to AI server demand and higher component costs
Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...
Thursday 14 May 2026
US court cleared Apple to seek documents from Samsung's Korea HQ in DOJ antitrust case
A US federal court in New Jersey granted Apple the right to pursue internal records from Samsung Electronics' South Korea headquarters as part of Apple's response to the Department...
Wednesday 13 May 2026
Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker...