Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 19 May 2026

Arm faces US antitrust probe after announcing plan to design its own chips

Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its...

Tuesday 19 May 2026

Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...

Monday 18 May 2026

TSMC's Japan fab signals a turning point for overseas manufacturing

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone...

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

South Korean court bars factory occupations and orders safety work during planned Samsung strike

A South Korean court granted Samsung Electronics an injunction on May 18, 2026, limiting union dispute actions and ordering that safety protection systems and wafer anti-deterioration...

Monday 18 May 2026

As AI redraws chip industry, TSMC faces its first real rivals

The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial...

Monday 18 May 2026

Samsung and union enter new round of talks ahead of planned strike

Samsung Electronics and its labor union in South Korea began a new round of negotiations on May 18, days before a planned strike that could bring its chip plants to a halt. The talks...

Monday 18 May 2026

Innolux reshuffles leadership, changes corporate director representatives

Innolux's leadership reshuffle signals shifts in governance and strategic focus that could affect partners and supply chains worldwide, as the panel maker reassigns top executives...

Monday 18 May 2026

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another...

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:

Monday 18 May 2026

Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

Nan Ya PCB, one of Taiwan's leading IC substrate...

Monday 18 May 2026

India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven...

Friday 15 May 2026

Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal

Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics...

Friday 15 May 2026

Trump-Xi summit is Nvidia's best shot at getting back into China

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...

Friday 15 May 2026

Panel makers cool in April 2026, pivot to CPO and FOPLP

After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics...

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