DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Micron to invest up to $3 billion in US semiconductor supply chain, anchored by GlobalWafers wafer deal

Jul 9, 22:39

SEMICONDUCTORS

CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

Jul 9, 16:43

SEMICONDUCTORS

Apple's Broadcom deal extension shows wireless independence remains a distant dream

Jul 9, 15:01

SEMICONDUCTORS

Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

Jul 9, 11:59

DISPLAYS

Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier

Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates

HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand

Power-Win sees stronger momentum as battery recycling market expands

Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

Rebellions' IPO plan tests market appetite for inference chips

GlobalWafers says wafer demand is improving as chip cycle heals

Planet Technology reports June revenue growth as it expands cybersecurity lineup

Samsung eyes broader Exynos 2700 use in Galaxy S27

Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit

Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

Inventec expects server shipments to rise quarterly as component shortages loom

Lynas signs long-term partnership with JS Link for Malaysia magnet factory

Memory costs slash low-end phone output and pressure PA shipments

SK Hynix targets AI infrastructure role with Nasdaq ADR listing

Server ODMs race to expand globally as parts shortages bite

Grab says Uber CEO resigned from board as Foodpanda Taiwan deal advances

Gem Terminal June sales dipped as AI cooling and green power demand rose

China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

Analog Devices acquires Empower Semiconductor and enters AI power market

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

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.