DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure

Feb 26, 12:37

ICT

TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks

Feb 26, 11:29

SEMICONDUCTORS

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

Feb 26, 11:22

ICT

Is Nvidia's GTC mystery chip a 3D IC with memory stacked on the GPU?

Feb 26, 10:42

SEMICONDUCTORS

AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion

Macronix January profit surges 195%; OSE, Walton earnings rise

BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave

Chinese automakers surge in Europe as plug-in hybrids outpace diesel

Taiwan Mask posts nearly NT$100m profit in January, advanced packaging to boost revenue in 2H26

King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

CyberLink hits 12-year revenue high on AI creation boom, defying 'SaaS apocalypse' concerns

YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

Fiberglass shortage persists in 2026, Unimicron increases substrate price

Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices

Yageo posts 82% profit jump in 4Q25 on AI-driven product mix

Japan's EV market faces a reckoning as Mazda embraces NACS

Cloud AI's ripple effect: A comeback for 8-inch wafers

Malaysia probes Arm deal amid seizures, arrests and political fallout

SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem

Gogoro's Vietnam push could reshape regional electric scooter market and supply chains

Samsung pushes Galaxy S26 output despite chipflation headwinds

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Gogoro scales energy network, plans battery retirements and US$32M expansion

Nvidia says space data centers are feasible but uneconomic for now

Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture

Frenemies by necessity: Taiwan and South Korea's AI balancing act

Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026

Coretronic turns a corner as robotics and MEMS units hit profitability

Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters

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.