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Apr 2 ICT

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

Apr 8 SEMICONDUCTORS

SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals

Apr 8 ICT

DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality

SEMICON China 2026

SEMICON China 2026 took place from March 25 to 27, 2026, at the Shanghai New International Expo Centre (SNIEC).

Semicon China 2026: AI drives semiconductor market to US$1.8 trillion by 2030, China leads capacity and equipment
Semicon China 2026: AI efficiency fuels demand growth under Jevons paradox, AMD warns
Semicon China 2026: Siemens EDA pushes agentic AI to cut chip design cycles in half

...More

SEMICONDUCTORS

Apr 8

Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties

Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season in releasing industry outlooks. This time, ASML will hold its earnings call for the first quarter of 2026 a day earlier on April 15, and is expected to outline how memory manufacturers and new large-scale logic foundries will reshape the semiconductor manufacturing landscape.

Apr 8

SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era

SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end users worldwide. The cSSD promises higher capacity and improved efficiency to meet growing demand for AI PC storage.

Apr 8

Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround

Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the IDM approach and a potential turning point in Intel's turnaround strategy.

ICT

Apr 8

Apple leverages supply chain advantage to boost market share despite AI lag

As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly debuting early in the quarter. Despite varying views on Apple's AI progress, the company's core strategy for 2026 remains consistent with 2025: aggressively pursuing market share by attracting new users through strong price-performance ratios across smartphones and PCs.

Apr 8

Uber deploys AWS custom chips to scale AI and cut compute costs

US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to improve the speed and efficiency of artificial intelligence (AI) model training and inference. The move is expected to strengthen Uber's real-time computing capabilities across ride-hailing and delivery services, while highlighting a broader push by cloud providers to capture AI infrastructure demand through proprietary silicon.

Apr 8

Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure.

TRENDING

COMMUNICATIONS

Apr 8

Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdles

Apple's first foldable iPhone is reportedly facing a more complex-than-expected engineering testing phase, raising concerns about potential delays to mass production and initial shipments. According to Nikkei Asia, some component suppliers have been informed that production schedules may be pushed back, though sources stressed the issue stems from technical challenges rather than material or component shortages. The period from April to early May is seen as "critically important" for resolving these issues.

Apr 8

Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership

Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's smartphone market, Samsung has recently seen a resurgence driven by its Galaxy series. Roh's visit signals a strategic push to expand Samsung's market share in Japan.

Apr 6

Smartphone order cuts hit IC design as recovery pushes to 2027

Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board chip price hikes, making it unclear whether the initial round of handset price increases seen in early 2026 will be the only one.

ELECTRIC VEHICLES

Apr 8

Compal launches Sylux in US to expand automotive infrared safety solutions

Compal Electronics has officially registered its Sylux brand in the US, marking a key milestone in accelerating its automotive business, as the company aims to grow non-PC revenue to 40% in 2026, with automotive components forming a major focus in this strategic shift.

Apr 8

Singapore's first robotaxi enters public service, signaling a new phase for autonomous mobility

Ai.R, a robotaxi service jointly launched by Chinese autonomous driving firm WeRide and Southeast Asian super-app Grab, has began public operations in Punggol, Singapore. The launch offers global observers an example of urban autonomous mobility scaling from trials to community service, with implications for regulation, workforce transition, and regional deployment strategies.

Apr 9, 11:53

CATL invests in China's Zhongheng Electric as AI demand surges

As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing new alliances between China's technology and industrial giants.

SUSTAINABILITY

Apr 2

Up Young targets double-digit revenue growth in 2026 through business and brand expansion

Taiwan-based air conditioner and commercial laundry machine distributor Up Young Cornerstone plans to focus its 2026 operations on two core strategies: group upgrades, and the development of brands and channels. The company aims to deepen its existing air conditioning and commercial laundry businesses while further integrating agency and proprietary brand resources, advancing toward a diversified business model that supports a target of double-digit revenue growth for the year.

Apr 1

Middle East conflict sends petrochemical prices soaring, straining global supply chains

The outbreak of war between the US and Iran in late February 2026 has entered its second month, sending shockwaves through global energy and petrochemical markets. Soaring crude oil and liquefied natural gas (LNG) prices are cascading downstream, affecting manufacturers across multiple industries.

Mar 31

Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing demand from AI data centers. The company is procuring LFP cathode materials from South Korea's L&F while also investing in Fino through a paid capital increase to strengthen collaboration with CNP Advanced Material Technology.

AEROSPACE

Apr 8

With SpaceBridge, BWant anchors Taiwan's satellite ambitions

As global demand for satellite communications accelerates, Taiwan's role in the supply chain is beginning to shift. On April 2, BWant announced a new partnership with National Taipei University of Technology and Pyras Technology, alongside Canada-based SpaceBridge, to build a localized testing ecosystem aimed at connecting Taiwanese manufacturers more directly with global satellite operators.