By Jingyue Hsiao, DIGITIMES Asia, Taipei
Publication Date: 2026-06-08 03:02:00
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
MediaTek highlights supply chain advantage, says focus with Nvidia is product cooperation
MediaTek said Taiwan’s concentrated semiconductor ecosystem gives it a supply chain advantage amid ongoing chip shortages, reinforcing its reliance on TSMC while exploring selective collaboration with Intel on EMIB packaging. Executives emphasized that cooperation with Nvidia remains product-focused rather than financial, as the company prioritizes AI-driven growth opportunities and stable capacity access.
Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall
The global semiconductor industry is diverging into two paths: leaders advancing both transistor scaling and 3D stacking, and constrained players forced into stacking alone due to US export controls and restricted EUV access. China’s Huawei is increasingly relying on “logic folding,” signaling limits in front-end process technology under current constraints.
Meanwhile, TSMC is strengthening its dominance through SoIC 3D packaging, which integrates compute and memory for AI workloads and is expected to be widely adopted by Nvidia, AMD, and others. Analysts say this approach deepens ecosystem dependence, as customers are effectively locked into TSMC’s one-stop advanced packaging platform.
Nvidia built its empire on gamers. Jensen Huang just reminded the world why that still matters
