DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

SenseTime's risks run deeper than consensus forecasts

Feb 23, 17:02

ICT

Nokia patent suit triggers Germany sales ban on Acer and Asus PCs

Feb 23, 16:51

ICT

IEEPA tariff rollback offers relief, but Trump's 15% tariff plan clouds outlook

Feb 23, 16:18

ICT

Altman dismisses space data centers, challenges Musk's orbital AI vision

Feb 23, 15:41

SOUTH ASIA

Samsung regains DRAM lead with 40% revenue jump in 4Q25, eyes HBM4 to strengthen edge

Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

Qualcomm recruits AMD veteran to drive Snapdragon X global PC sales strategy

Can Polymatech anchor India's compound semiconductor supply chain?

Agility Robotics-Toyota deal signals shift from pilots to commercial humanoid robots in auto manufacturing

SoftBank leads US-Japan alliance investing US$33.3B in Trump gas power plant

White House vows trade stability after court ruling, China and Asian partners seek clarity

Stargate delays push OpenAI to seek cloud compute alternatives

AMD replicates Nvidia's playbook to backstop US$300 million Crusoe loan

US deploys Tech Corps to counter China's AI expansion in developing markets

Meta goes after Apple with AI-first smartwatch revival

Samsung brings forward P5 cleanroom timeline under 'Shell First' strategy

Microsoft taps AI exec Asha Sharma to lead Xbox back to console roots

India reportedly delays US trade talks as Supreme Court tariff ruling triggers fresh global uncertainty

PSMC shifts beyond mature nodes to power next wave of AI memory innovation

Everlight files US lawsuit months after Seoul Semiconductor wins Korean court

Apple bets on Visual Intelligence to power next wave of AI wearables

Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty

Jensen Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities

India AI Impact Summit exposes infrastructure gaps and global divisions

India roundup: India spotlights AI ambitions and global tech alignment at Impact Summit

Analysis: Trump's curtailed tariff powers strengthen Beijing's leverage and rattle Asian allies

Trump vows to raise global tariff to 15% after Supreme Court ruling

India advances OSAT project as Tata wafer fab faces timeline uncertainty

India and Brazil agree to boost trade in critical minerals and rare earths

PM Modi lays foundation stone for HCL-Foxconn semiconductor plant in Uttar Pradesh

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ

MULTIMEDIA

How NVIDIA and TSMC are Celebrating the Year of the Horse: Speed and Power in 2026

Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.