DIGITIMES: News and Insight of the Global Supply Chain

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Taiwan backs TSMC's US push but insists core R&D stays home

Sep 30, 17:04

SEMICONDUCTORS

Taiwan identifies electricity supply as national strength, with plans to expand gas and green energy

Sep 30, 16:35

SUSTAINABILITY

Leisure vehicles become Eurocharm's largest segment with capacity expanding in Vietnam, North America

Sep 30, 16:20

ELECTRIC VEHICLES

DIGITIMES Insight: AI is emerging as the new growth anchor in the mobile communications industry

Sep 30, 16:20

RESEARCH INSIGHTS

EOI lays out three growth engines, eyes AI optical communications

China's battery race enters post-scale era: Beijing shifts focus to solid-state and quality

China auto market cools as Taiwan suppliers brace for 2H26 inventory cuts

Chief Telecom, Google Cloud launch backup services to bolster cable resilience

SK Hynix resumes DDR4, DDR5 packaging orders with Winpac

AI boom draws display makers into semiconductors with glass core substrates and Micro LED

Interview: iFLYTEK Medical sees clinical integration as key to healthcare AI expansion in South Korea

Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards

Murata begins mass production of world's smallest three-terminal MLCCs

Acer targets new niches in mature device markets with education tablets, e-paper displays

ByteDance makes up a fifth of China's AI data center capacity amid growing buildout

Tatung pivots to AI infrastructure integration

Tatung targets 180-day AI data center deployment

Jensen Huang, Lisa Su join Tsinghua University advisory board, putting AI chip leaders closer to Beijing

NSIG chair exit brings leadership succession into focus

China's generative AI user base tops 700 million, driving adoption into manufacturing and humanoid robots

Samsung Electro-Mechanics' disclosed 2026 supply agreements total US$2.6 billion as server demand surges

Column: Memory and logic collide as AI shifts the balance

Commentary: What risks does China's DRAM capacity face amid tightening market?

DeepSeek brings software tools to Huawei's Ascend 950 to take on Nvidia

Geely-NIO deal signals consolidation in China's fragmented EV battery-swapping market

US-China trade truce extension draws orders back to China, threatening Taiwanese booking volumes

VSMC bets on value over cost as Singapore fab builds next-generation R&D and IP capabilities

CXMT's US$5.2 billion buildout deepens China's push for domestic DRAM equipment

Foxconn links motors, humanoids, smart factories into a vertically integrated robotics strategy

Magnesium prices fall below aluminum as EV makers look to cut weight

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MULTIMEDIA

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

End-to-end autonomous driving has become the mainstream technology path, and the inference demand created by Physical AI in autonomous driving systems is, in turn, reshaping automotive system-on-chip (SoC) design.

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.