DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Formosa Plastics raises pay 4.5% as it pushes transformation and new energy investments

Jul 15, 14:09

ICT

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

Jul 15, 14:06

SEMICONDUCTORS

Samsung has yet to receive HBM4 volume-production order from Nvidia, Dealsite reports

Jul 15, 13:52

SEMICONDUCTORS

Taiwan becomes Ukraine's third-largest drone battery supplier

Jul 15, 13:07

AEROSPACE

Global semiconductor equipment sales set to hit record US$165.9B in 2026

EU carves out smart glasses and wearables from battery-removal rules, easing a barrier for Meta

India-UK trade pact takes effect, setting a template that reaches well beyond tariffs

Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains

White House bets on AI clearinghouse to close gap between finding and fixing cyber flaws

China's EV upgrade race leaves automakers selling more, earning less

South Korean court bars former Samsung NAND designers from working for SK Hynix

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

Google pushes India from AI demos to daily deployment, focusing on startups, skilling, and agent safety

India fines HP India US$1.25 million over toner-cartridge cartel, part of a wider INR142 crore penalty

Mistral AI urges France to reserve cheap power for European AI firms

AI computing demand lifts fiber prices and volume

US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

Apple reportedly explores PrismML's AI compression technology to bring larger models onto iPhones

Taiwan and Japan expand all-photonic network ties for AI and research

CATL redraws AI ambitions with DeepSeek, VNET and an energy-first strategy

Japan ramps up AI and quantum investment to strengthen technology leadership

Taiwan expo in Japan spotlights AI, robotics and senior care

Intel sends its most advanced 18A node into orbit with Starfire space chip

Taiwan auto market rebounds as replacement demand lifts second-half outlook

Microsoft's Xbox overhaul signals AI is overtaking gaming in Big Tech capital allocation

Taiwan's memory sector in June delivers standout performance by a wide margin

South Korea moves to secure power for new chip cluster

CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.