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    Memory shortage cuts smartphone OLED shipments in 1Q26
    17min ago
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
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    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
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    China seeks South Korean chip suppliers to bypass US controls
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    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
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    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
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    NEWS TAGGED INTEL
    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...
    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
    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:
    Friday 15 May 2026
    Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
    Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
    Thursday 14 May 2026
    MediaTek courts Intel as Google pushes for alternatives to CoWoS
    MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely...
    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...

    Wednesday 13 May 2026
    China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

    The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

    Tuesday 12 May 2026
    TSMC CoWoS shortage drives SK Hynix-Intel 2.5D push
    TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI acceler...
    Tuesday 12 May 2026
    Intel's revival secret: Suppliers with TSMC's stamp of approval
    With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.
    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...
    Monday 11 May 2026
    Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

    Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu...

    Monday 11 May 2026
    AMD's 2nm defection to Samsung dents TSMC's AI grip
    The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook