Global supply chain: Key components

Key components news coverage

IN THE NEWS

Tuesday 5 May 2026

Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026

AMI capacity sold out through 2028 as CCL makers race for high-end tools

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

Tuesday 5 May 2026

Another Qualcomm exec joins Intel to lead PC and physical AI unit

Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...

Tuesday 5 May 2026

SEMICON SEA 2026: the trillion-dollar chip era is already here

The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries...

Tuesday 5 May 2026

Machvision sales hit a record high on strengthening AOI demand

Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly...

Tuesday 5 May 2026

MediaTek ASIC surge puts 60% revenue share within reach

MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...

Tuesday 5 May 2026

Onsemi says China remains a strong market despite softer passenger vehicle volumes

Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...

Tuesday 5 May 2026

Onsemi sees AI data center and Treo driving revenue and margin recovery

During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...

Tuesday 5 May 2026

Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth

Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for US$1.65 billion. The...

Tuesday 5 May 2026

Onsemi signals early recovery as AI demand strengthens but profitability remains volatile

Onsemi reported a mixed but generally improving set of first-quarter 2026 results, signaling early signs of recovery in key end markets while highlighting ongoing volatility in pro...

Tuesday 5 May 2026

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...

Monday 4 May 2026

ADT lands US AI chip deal using Samsung 4nm

ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...

Monday 4 May 2026

Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives

Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...

Monday 4 May 2026

DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era

As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...

Monday 4 May 2026

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...

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