DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor

Feb 14, 04:23

SEMICONDUCTORS

Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition

Feb 14, 03:27

COMMENTARY

AMD's growing server and PC share pressures Intel as China supply constraints tighten prices

Feb 14, 02:21

SEMICONDUCTORS

WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Feb 14, 01:25

ICT

After US deal, Taiwan pushes economic resilience into Europe and the global south

Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments

The Arizona turnaround: How Y.L. Wang became the future of TSMC

Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets

Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook

Shihlin Electric expands in North America as orders extend to 2030

Citi flags post-HBM shift as edge memory, HBF advance

Analysis: China's AI models and chips align on day one

AUO to hire 1,000 in 2026 as AI expands display, smart mobility push

Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Quanta boosts Thailand investment to expand AI server capacity

Taiwan opens auto market to US vehicles under new trade pact

New Taiwan–US trade pact lowers export barriers, boosts tech supply chains

Tariff-free US-made vehicles to shift Taiwan market dynamics, industry says

Taiwan, UK space supply chains forge closer ties

Industry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement

Taiwan-US trade pact aims to secure supply chains and tariff parity

Taiwan to lift US vehicle import limits, raising safety inspection debate

Display makers exit old LCD plants as chipmakers hunt cleanrooms

Naura rises to No. 5 in global semiconductor equipment rankings

QuiX Quantum, Artilux target data center integration with energy-efficient photonic quantum systems

Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026

Commentary: Stellantis pause on ACC gigafactories clouds EU plans for manufacturing sovereignty and risks thousands of jobs

Volkswagen leads way as EU replaces China BEV tariffs with minimum price commitment

SEMICON Korea: Samsung pushes hybrid bonding HBM, SK Hynix bets on platform AI

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ

MULTIMEDIA

Introducing Moltbook, no humans allowed

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.