Global supply chain: Key components

Key components news coverage

IN THE NEWS

Wednesday 13 May 2026

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

Tuesday 12 May 2026

AI drives IC price hikes, lifts China chip exports 83.7% in April

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...

Tuesday 12 May 2026

Trade talks to test US-China leverage on rare earths, tariffs, and AI

US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling...

Tuesday 12 May 2026

From substrates to servers, Taiwan industry gains from the AI infrastructure surge

April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...

Tuesday 12 May 2026

PC chip demand stays murky in 2H26 as pre-buying clocks key

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...

Tuesday 12 May 2026

Samsung labor dispute rattles global supply chain

Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...

Tuesday 12 May 2026

WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand

Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data...

Tuesday 12 May 2026

Arm's AGI CPU demand surges as supply constraints loom

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...

Tuesday 12 May 2026

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...

Tuesday 12 May 2026

Commentary: Musk's xAI exit shows Anthropic's AI strength

On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...

Tuesday 12 May 2026

Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

Tuesday 12 May 2026

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor...

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:

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