Chip supply chains shift: TSMC - 惯性聚合

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DIGITIMES Asia: News and Insight of the Global Supply Chain

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last Thunder Tiger eyes LUCAS market with low-cost loitering drone Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes China smartphone market shifts to premium, Huawei and Apple lead in 1Q26 TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond EZconn posts 200% profit surge in March as high-fiber count shipments boost growth Access denied Genomics BioSci & Tech bets on AI to unlock gene-based longevity TSMC lifts full-year outlook above 30% as AI demand powers another record quarter Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high Rising component costs could shrink smartphone shipments by over 10% in 2026 China's homegrown GPU startups gain ground in global AI chip race Access denied Cadence, Nvidia deepen AI partnership to reshape chip design and robotics Samsung System LSI talent exits raise risks for Exynos and image sensors Mobile manufacturers adapt to soaring key component prices with strategic measures Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing Taiwan says core trade objectives unchanged amid US Section 301 probe A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan Amazon cuts AI data center build time from 15 weeks to 3 Renesas reports accelerated MRDIMM adoption in China TSMC says Applied Materials and JSR form top-tier chipmaking team Access denied ASE Holdings to acquire Innolux Fab 5 for US$460 million Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization Vietnam-China talks target energy security, telecom, infrastructure deals China's 2nm AI GPU hits prototype, production unclear Samsung begins P4 equipment orders as 1c DRAM investment enters execution Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam Search engines enter AI agent era as daydream raises US$15M, iKala expands GEO platform Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious Qualcomm broadens automotive push with Bosch ADAS deal Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26 Samsung boosts Galaxy S26 production by 600,000 units in April Taiwan's Rapidtek signs satellite pact with India's HEX20 Intel and SambaNova deepen alliance to capture AI infrastructure demand Robotaxis enter a new phase: Regulation over innovation BYD expands driver tech, but software gaps come into focus India roundup: Domestic chip firms anchor India's semiconductor ambitions Energy shock renews EV momentum SAS Group's green and AI pivot gains traction Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products Taiwan's chip program covers 200+ high-end devices to boost advanced IC design talent Delta Electronics hits record revenue on AI server, liquid cooling surge Murata produces seven automotive MLCCs for autonomous driving and power supply markets US expands tech curbs on China with MATCH Act and FCC testing ban proposal Access denied Tesla and SpaceX deepen vertical integration push for supply chain control Ennostar shifts to profit focus, ramps Micro LED and optical communications From modules to market: Chinese storage going global Pan-International bets on AI servers as automotive demand growth slows in 2Q26 How long can the AI server ODM boom last as growth begins to slow Access denied Why some ASIC design service firms are missing out on the AI boom? Taiwan partners with French drone leader to boost key tech, global supply chain Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance Beyond AI: Energy, capital and sovereignty will define Asia's next factories Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook Access denied OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge Sharp launches edge AI companion device with private cloud memory in Taiwan Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating Taiwan chip distributors report record quarter on AI boom Access denied Access denied Access denied Access denied Intel unveils ultra-thin GaN chiplet as it advances AI-era systems foundry strategy Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call Access denied Access denied AI spending shifts to edge inference as GITEX Asia spotlights monetization push AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP Eclat Forever Machinery secures large IC substrate orders with visibility to 2027 Access denied MAtek sees record March revenue as AI and silicon photonics boost testing demand South Korea targets 2035 i-SMR commercialization, Doosan Enerbility eyes global contract manufacturing lead E Ink's trade-show shift spotlights rivalry and could accelerate ChLCD commercialization Analysis: Agent computers target next PC role, push AI compute to the edge GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises Merck's material and equipment push could speed CPO and advanced packaging adoption MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion Access denied Access denied Compal sees PC demand steady, server shipments set to double quarterly Realtek posts 39% revenue surge as new SerDes demand drives growth US expands China lab ban, testing orders shift to Taiwan Access denied Access denied Access denied Access denied

Chip supply chains shift: TSMC

Jingyue Hsiao, DIGITIMES, Taipei · 2026-06-17 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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