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    NEWS TAGGED CHIPS + COMPONENTS
    Monday 20 July 2026
    Nvidia grappling with internal compute needs amid GPU shortages
    TSMC recently posted strong earnings, helped in large part by Nvidia orders, but both companies are grappling with chips inside their own operations: TSMC says they are too expensive,...
    Monday 20 July 2026
    Samsung struggles to secure AI chip substrates, report says

    Samsung Electronics is reportedly facing difficulties securing large-format FC-BGA package substrates for custom AI chips, as suppliers...

    Monday 20 July 2026
    Holtek sees customers prioritize supply stability over pricing as optical communications gains are expected in 2027
    Microcontroller (MCU) supplier Holtek Semiconductor reported June 2026 revenue of NT$351 million (approx. US$12 million), up 12.62% month-over-month and 30.93% year-over-year. Revenue...
    Monday 20 July 2026
    Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain
    Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's...
    Monday 20 July 2026
    Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

    Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

    Monday 20 July 2026
    Huahsu expands capacity to tap AI and advanced packaging demand
    Huahsu, a semiconductor materials supplier established in 1997 through a joint investment by Japan's Asahi Kasei and Wah Lee, has launched a new capacity expansion plan as demand for...
    Monday 20 July 2026
    Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms
    South Korea's Hanmi Semiconductor is racing to expand output of the bonding equipment that global memory and foundry makers rely on to build high-bandwidth memory (HBM), warning that...
    Monday 20 July 2026
    India roundup: India deepens semiconductor and AI ambitions as local ecosystem expands beyond fabs and assembly
    India is broadening its technology strategy from attracting chip factories to building semiconductor equipment, materials, AI capabilities, supply chains and trade partnerships as...
    Monday 20 July 2026
    MiTAC packs 96 AMD GPUs into 52U liquid-cooled rack
    MiTAC Computing Technology, a subsidiary of MiTAC Holdings, showcased its server lineup and high-density liquid-cooled rack solutions at the 2026 World Artificial Intelligence Conference...
    Sunday 19 July 2026
    Interview: Merck's origins trace back to 358-year-old Engel Pharmacy
    Merck did not begin in a laboratory, but in a neighborhood pharmacy that still opens every day to fill prescriptions for local residents. The Engel Pharmacy in central Darmstadt, Germany,...
    Sunday 19 July 2026
    SmartSens forecasts stronger first-half 2026 results on AI-related demand
    SmartSens is signaling stronger first-half 2026 growth, a development that may matter to investors tracking global demand for image sensors used in security cameras, smartphones, and...
    Sunday 19 July 2026
    Three-tier humanoid robot architecture shift opens edge AI opportunities
    The humanoid robot industry is converging on a "big brain, small brain" architecture, with AI compute shifting from the cloud to the edge, and even to hands, feet, and other endpoints...
    Sunday 19 July 2026
    Memory must adopt foundry model to fix AI inference bottleneck, says Korean scholar

    AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting...

    Sunday 19 July 2026
    ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan's
    High-NA EUV lithography is becoming the semiconductor equipment industry's next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance...
    Saturday 18 July 2026
    Podcast highlights: Samsung, SK Hynix in Washington's crosshairs over memory fabs
    On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel's Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK...
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    Tuesday 22 September 2026
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    Tuesday 22 September 2026
    AT&S Unveils Strategy to Drive AI Growth
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