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DIGITIMES Asia: News and Insight of the Global Supply Chain

Access denied Samsung Electro-Mechanics secures large silicon capacitor supply contract Access denied Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls Access denied BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials Grok falters across government and enterprise as SpaceX pivots to lease idle compute AI spending forces enterprises to shorten SaaS deals and demand new pricing protections Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up Column: World Models—taxonomy and technical foundations in embodied AI China's EV price war gives way to rising costs Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships Access denied Samsung's China exit shows Korean brands under pressure India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge Access denied AI server boom lifts memory interface chip leader, but DDR5 risks linger AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27 Access denied OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties Access denied Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line? AI server boom squeezes Samsung Electro-Mechanics' component supply Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history Tokens per joule: Microsoft's quiet metric for separating AI hype from reality Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific Interview: XCaliber challenges million-dollar missile defenses with cheap drone interceptors Taiwan power chip maker Panjit targets AI and robotics for next growth phase Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data IBM and US DoC announce America's first purpose-built quantum foundry, supported by proposed US$1 billion CHIPS award SK Hynix weighs opening Seoul office at SK Group headquarters Seoul as next frontier for global startups Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show Hotai to build Taiwan production for Toyota Noah and Voxy, exports to Japan start October 2026 CXMT IPO puts China's DRAM supply-chain push in focus Access denied Japan's five major companies form PSC battery alliance to lead next-gen solar market Lenovo revenue rises 27% as AI demand helps offset PC market strain Analysis: AMD bets the future of AI runs on CPUs as much as GPUs Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms Access denied AMD's Lisa Su says memory is becoming another pressure point for AI chips AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus Trump calls off executive order for AI safety due to concerns about inhibiting growth China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance Access denied Amkor expands Arizona semiconductor packaging campus with additional 67 acres AMD deepens China packaging alliance with TF-AMD expansion in Suzhou Access denied AIC expands analog ICs into fiber optics; orders reach 1Q27 Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub Tesla ramps up hiring for self-driving team in China Tesla ramps up hiring for self-driving team in China WPG Holdings flags server supply gaps amid memory price hikes, 800V shift Japan, South Korea deepen energy ties: LNG, supply chains and AI security top summit agenda Access denied Taiwan rides chip-led export boom to bankroll industrial overhaul NIO posts operating profit and strong revenue growth in Q1 of 2026 Emerging Display Technologies pivots to UMI, targets 2026 growth Forcelead Technology bets on stable 2026 as it expands into TDDI and new automotive displays Xiaomi expands YU7 lineup with new GT model and entry-level variant Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26 China's Wuhan optics hub bets big on AI with 12.8T module debut Samsung's GaN setback puts foundry shift in focus Memory shortage reaches smartphone OLED market as shipments fall 12% Nvidia's rapid AI iteration cycle strains supply chain partners Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC Access denied China telcos launch token billing, AI inference goes mass-market Kian-Shen sees electric bus orders surge as BMW battery box trials set for fourth quarter Analysis: Samsung deal prevents walkout but deepens internal rifts over compensation South Korea aims for 50% domestic defense semiconductor supply by 2029 Auto cyber losses topped US$20 billion in 2025 as carmakers tighten defenses Hotai Motor to trial hydrogen buses and weighs US-made SUVs and pickups as revenue hits record InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion Lam Research's Salzburg PLP center signals push toward panel production, but hurdles remain for large-scale adoption AUO ditches panel era with three new business lines for next decade Taiwan to launch AI strategy committee for coordinating AI governance BenQ Qisda Group to spotlight AI deployments at COMPUTEX 2026 TSMC supply chain material maker AMC rides AI packaging yield boom Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share BOE, Corning target glass substrates for AI chip packaging AI memory crunch pushes Nanya Technology toward 2027 fab ramp As AI reshapes data center power, Liteon bets on silicon photonics Foxtron pushes into consumer EVs with Bria and Cavira launches Global corporates take the pitch stage at Plug and Play Silicon Valley May Summit 2026 AI agents reshape enterprise computing, Lisa Su and Kai-Fu Lee say Khgears to expand into humanoid robots in 2026 while pursuing Japan Tier 1 alliance Taobao pivots to AI-driven localization to boost repeat purchases in over 200 markets French AION consortium to bid for EU funding to build ?10B AI data center campus Access denied E Ink unveils new controller architecture to boost large-format e-paper video performance Access denied US-Japan cooperation could protect Taiwan '99%', defense investors told at Silicon Valley summit Intel's foundry reset: 14A, 10A and tougher engineering rules Far EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience
Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
Emily Kuo · 2026-05-25 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are three critical resources: power, human labor, and financial resources. Among...

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