DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Taiwan central bank revise 2027 GDP growth upward

Mar 23, 11:46

ICT

Nvidia pushes deeper into AI inference to counter custom chip rivals

Mar 23, 11:42

ICT

TSMC supports local suppliers to reduce supply chain risks

Mar 23, 11:41

SEMICONDUCTORS

SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung

Mar 23, 11:13

EAST ASIA

Uber bet US$1.25 billion on Rivian to scale Robotaxi fleet

An imminent strike looms over Samsung's AI memory supply

Taiwan's Hai Long 3 wind farm installs first turbine, marking milestone for local supply chain

Will Qualcomm CEO highlight beyond AI PCs at Computex?

Weekly news roundup: geopolitics, AI memory, racing for semiconductor control

Facing regulatory and competitive pressures, Apple CEO signals alignment with China

Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?

Commentary: CPO mass production put to test as photonic integration faces challenges

Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Research insight: F1's 2026 regulations reshape powertrain competition and accelerate low-carbon transition

IEI Integration eyes strong 2026 growth as networking projects scale up

Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion

Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko

Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026

Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026

Aluminum foil costs push capacitor prices higher in Taiwan and Japan

Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026

Samsung union votes to strike, risking Nvidia HBM4 supply disruption

Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions

Column: Drones redefine warfare, and the US wants to control who builds them

MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

SpaceX Starship delay opens door for returnable satellite ventures

Chunghwa Precision Test breaks ground on new Taiwan plant to meet AI chip demand

AI robot fingertip sensing set to drive next tech breakthrough

Taiwan legislature blocks science budget; Minister defends industry

AI EXPO Taiwan 2026 to open March 25, trio of AI themes and applications in focus

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ

MULTIMEDIA

GTC: The richest people in the world, and Lobster season #openclaw

The memory industry is expected to continue with bright prospects in 2026, driven by robust demand for AI, with the top-3 makers to start with new competition.

Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.

Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year 2026 volumes estimated to drop by 5.4% on year.