DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Japan reportedly moves to hand H3 rocket launches to Mitsubishi Heavy as early as 2027

Oct 29, 07:55

AEROSPACE

Lenovo previews CES 2027 lineup focused on AI agents, hybrid AI

Oct 29, 07:54

ICT

Onsemi reportedly in talks to buy AI power-chip startup Ferric for close to US$1 billion

Oct 29, 07:53

SEMICONDUCTORS

Powertech shifts to advanced packaging as AI demand drives growth

Oct 29, 07:53

SEMICONDUCTORS

Rokid launches full-color AI glasses with microLED display

Advantech opens Tustin HQ to strengthen North American R&D

iPhone Duo sales beat expectations as first batch sells out

Google launches Genie 4 world model for select game, film teams

Analysis: SpaceX–Tesla merger could reshape AI industry integration, capital allocation, US-China tech rivalry

Kinsus explores AlN ceramics beyond glass for AI advanced packaging

Taiwan plans carbon fee-ETS dual approach to tackle emissions

Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks

Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035

PHP2Shell vulnerabilities expose global websites to severe cybersecurity risks

Kentec sees strong AI data center orders despite financing concerns

Samsung SDI wins 1GWh US battery storage deal

LG Innotek revenue tops KRW6T in 3Q26, profit halves

Taiwan's growth surge nears end; electronics, machinery stay resilient in 2027

Asus sees commercial PC prices rising nearly 10% in 2H26

SK Hynix says customers want more than twice the HBM it can supply

UMC utilization tops 90% in 2H26 as AI demand drives expansion

Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent

Transformation in focus as display supply chain kicks off investor briefings

Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

CHPT posts record 3Q26 results as nine-month profit jumps over 90%

HTC launches Vivee AI companion pet in US

Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

SK Hynix bets on EUV to extend 6F-squared DRAM as CXMT pushes 4F-squared

Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply

AI startups face scrutiny over revenue metrics used to promote rapid growth

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BIZ FOCUS

Oct 28, 08:17

SK hynix Announces 3Q26 Financial Results

MOST-READ

MULTIMEDIA

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

According to DIGITIMES, Agentic AI, AI server expansion, cloud service provider (CSP) in-house CPU ramp-up, and replacement demand for general-purpose servers will lift global server CPU shipments to 52.6 million units in 2027, up 45.7% year-over-year, wi12_s.jpg

DIGITIMES says the most closely watched model in Apple's high-end iPhone 18 lineup, launched in September 2026, is the long-anticipated first foldable smartphone, the iPhone Duo.

DIGITIMES observed that cloud service providers (CSPs) such as Google and AWS will sharply ramp up self-developed ASICs in 2027, lifting high-end cloud AI accelerator shipments to 25.951 million units, up 64.5% year-over-year.