DIGITIMES Asia: News and Insight of the Global Supply Chain

Intel reportedly tests chip tools linked to sanctioned Chinese firms for 14A

Dec 12, 20:07

SEMICONDUCTORS

Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026

Dec 12, 17:15

ICT

US advances massive drone purchase as Taiwan firms seize new opportunity

Dec 12, 17:01

AEROSPACE

King Shing Industrial sets 1H26 start for automated production in Thailand

Dec 12, 16:46

ELECTRIC VEHICLES

Japan's major banks and corporations back Rapidus with massive financing and new investments

Camellia expands automotive sector revenue with three-phase Southeast Asia strategy

VPEC will focus on optical components in 2026

AI agents push software industry toward existential shift

Taiwan firms tighten hold on AI-server PCB drilling supply chain

AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum

Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

Foxconn pumps US$509M into new Kaohsiung HQ

Phison sets 3 supply strategies amid NAND shortage and wafer price surge

Joinsoon Electronics Manufacturing sees growth from AI server cabling and high-speed transmission

Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound

AWS to invest US$7 billion in Telangana cloud infrastructure expansion over 14 years

Advantest unveils next-gen memory handler for AI, targets customer rollout in 2Q26

Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

J&B International launches Vietnam plant, treats sports event orders as bonus

PCL Technologies eyes data center boom with AI-driven optical interconnects

China and US challenge Japan in AI humanoid robot race

Photonics suppliers dominate Taiwan's semiconductor growth rankings on CPO momentum

Mexico's tariff hike threatens India's auto exports as duties rise to 50% from 2026

Ubiqconn starts fulfilling UAV ground control station orders

WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand

EU review of zero-emission car policy sparks clash over Europe’s auto future

Foxconn expects limited impact from Mexico import tariff

iPhone strength, Singles' Day surge drive November gains for Taiwan's top three telecoms

Samsung reportedly accelerates Pyeongtaek expansion to ramp up HBM4 and 1c DRAM production

BIZ FOCUS

Dec 12, 08:00

AWS Joint Innovation Center Kaohsiung Showcases Startups Accelerating Enterprise Modernization and Smart City Innovation

MOST-READ

MULTIMEDIA

The Chip Triangle: Why Taiwan, Japan, and Korea Must Unite

Commercial operation of CPO is counting down, with the Taiwanese ecosystem actively responding to technical challenges and strengthening its first-mover advantage.

Significant breakthroughs in specific areas of China's ITAI PC industry; the localized features of AI PC break the Wintel monopoly in the consumer market.

Global smartphone shipments reached 299.5 million units in the third quarter of 2025. It is estimated that the fourth quarter of 2025 will only see a year-on-year increase of 0.1%.