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NEWS TAGGED CHIPS + COMPONENTS
Monday 25 May 2026
Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies...

Monday 25 May 2026
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
Monday 25 May 2026
Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment
Below are the most-read DIGITIMES Asia stories from the week of May 18-24, 2026:
Monday 25 May 2026
Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines
Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting...
Monday 25 May 2026
Samsung Electro-Mechanics secures large silicon capacitor supply contract
Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...
Monday 25 May 2026
Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls
The Global Electronics Association announced the formation of the Global Electronics Policy Council on Monday to centralize policy advocacy for the electronics supply chain in response...
Monday 25 May 2026
India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

India is advancing its technology and semiconductor ambitions through new fab projects, packaging...

Monday 25 May 2026
AI server boom lifts memory interface chip leader, but DDR5 risks linger
Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
Monday 25 May 2026
Embedded substrates draw AI chip interest as packaging turns strategic
Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity...
Sunday 24 May 2026
Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?
The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...
Sunday 24 May 2026
AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Sunday 24 May 2026
Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply
Micron Technology has begun manufacturing its 1-alpha (1α) DRAM process technology at its factory in Manassas, Virginia, marking what the company described as the most advanced...
Saturday 23 May 2026
Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family
Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU...
Saturday 23 May 2026
Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history
Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...
Saturday 23 May 2026
Taiwan power chip maker Panjit targets AI and robotics for next growth phase

Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions...