Global supply chain: Key components

Key components news coverage

IN THE NEWS

Monday 11 May 2026

For India's chip dream, Lam Research points beyond fabs

As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that...

Monday 11 May 2026

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet...

Monday 11 May 2026

Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals

Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:

Monday 11 May 2026

AI surge drives Taiwan push for second-source PCB materials as market booms

The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...

Monday 11 May 2026

Taiwan chip testing firm sheds power unit, pivots to AI validation as margins recover

Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational...

Monday 11 May 2026

Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership...

Monday 11 May 2026

Samsung eyes Exynos 2700 as test for chip-unit recovery

Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate...

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026

US president considers inviting Nvidia and other CEOs to China trade talks

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...

Friday 8 May 2026

Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy...

Friday 8 May 2026

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

Friday 8 May 2026

Inside Nvidia's high-stakes bet on next-generation AI cooling

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

Friday 8 May 2026

Surging AI demand tightens supply of key PCB material

Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

Friday 8 May 2026

Samsung chiefs address pay talks as strike deadline nears

Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the...

Friday 8 May 2026

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...

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