DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

China speeds up 4 new cars a day, intensifying shakeout

Jul 28, 11:55

EAST ASIA

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

Jul 28, 11:37

EAST ASIA

SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

Jul 28, 11:33

SEMICONDUCTORS

LG wins Nvidia certification for 600kW CDU and lands North America data center project

Jul 28, 11:09

ICT

Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer

Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Smart glasses ignite AI device battle as China nears 80% global brand share

Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Robot boom heats up as Taiwan chipmakers race to catch up

Nvidia leads new Open Secure AI Alliance to build shared cybersecurity defenses

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year

China display giant BOE rejects low-price race, turns to innovation to lift panel value

Nvidia's Vera targets AI server growth, with CSP adoption the key test

Column: Titan Batteries joins US defense effort to secure domestic drone supply chains with traceable battery solutions

LG Energy Solution sues EVE Energy in US over cylindrical battery patents

EYEQ Lab completes 200mm SiC line validation with yield above 90%

Memory module maker Apacer warns 2027 DRAM supply could fall 70%

Energy storage unicorn expands in Baotou as China's industry chain accelerates integration

Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Optics remain hardest technological hurdle for smart glasses, says Jorjin chairman

Smart glasses with color displays could enter mass production by 2028

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

Taiwan urged to move beyond hardware role in AI glasses race

South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs

Apple reportedly delays smart glasses launch to late 2027 due to privacy risks

Samsung converts AMD and OpenAI ties into HBM4 supply wins

More news

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.