DIGITIMES: News and Insight of the Global Supply Chain

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Analysis: Jensen Huang is in Trump's ear; what it means for Taiwan's chip supply chain

Sep 16, 22:51

ICT

Samsung advances jump 70% amid shift to long-term memory deals

Sep 16, 17:43

SEMICONDUCTORS

Taiwan, South Korea should stop comparing, says DIGITIMES chairman

Sep 16, 17:17

SEMICONDUCTORS

India's Eastern state clears SiCSem's SiC unit in SEZ

Sep 16, 16:55

SEMICONDUCTORS

DIGITIMES Insight: Google outlines AI compute expansion, speeds TPU cycle to 6 months

LEOTEK completes real-world test of AI traffic system at US smart city lab

Nvidia's Jensen Huang expected to attend Trump-Xi Summit as tech and trade take center stage

Why Wiwynn chose El Paso for its first US plant

Samsung and Qualcomm jointly developing organic bridges for 2.1D packaging

BizLink's CPO breakthrough hits the hard part: scaling

AI slowdown calls expose the financial strain of the frontier race

EV batteries cannot simply power humanoid robots, with energy density and costs posing key hurdles

Soaring memory costs threaten Netronix's e-reader growth, even as new display markets stay on track

SK Hynix union approves revised pay deal after 25-vote rejection

TSMC's overseas expansion faces talent management gap, says co-COO Y.J. Mii

SK Hynix, Intel in talks on US production to ease memory crunch

Taiwan CCL makers ride Nvidia's M9 shift as AI servers move to 52-layer PCBs

CPO ramp pushes silicon photonics testing upstream to catch defects early

Geckos sees copper paste as a lower-cost answer to shrinking glass via challenges

Samsung Exynos regains share as Galaxy phones test 2nm

Geopolitical shocks add business pressure as CBAM free carbon quotas extend to 2038

Physical AI could reshape industrial computing as Ennoconn sees a long growth cycle

Samsung reportedly weighs Micron's newest memory for Galaxy S27

Apple reportedly accepts Samsung's 1Q27 memory hike, raising the 2027 smartphone cost floor

Micron unveils 512GB DDR5 RDIMM for next-gen servers

Samsung reportedly pushes conventional memory modules to partners in Vietnam and India as HBM crowds its back end

Glass substrates, TGV set to reshape 2027 advanced packaging race

Apple, Intel links sharpen focus on Lens Technology's next glass growth markets

Advanced processes have no ready-made answers, says TSMC's COO

Commentary: China's US$4.5 trillion electronics target confronts the limits of manufacturing scale

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MULTIMEDIA

K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue

DIGITIMES observes that major memory suppliers posted record-high revenue in the second quarter of 2026, with yearover-year growth remaining in the triple digits. Driven by AI demand, SSDs and LPDDR are emerging as key competitive
battlegrounds.

Although the global 5G mobile communications market is still growing in 2025, higher 5G user penetration has not necessarily translated into equivalent revenue growth for telecom operators, while annual growth in mobile data traffic has continued to slow.

DIGITIMES' survey of July 2026 notebook shipments (excluding detachable models) from the world's top five notebook brands (excluding Apple) and the top three notebook ODMs