DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

AMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy

Apr 1, 14:33

SEMICONDUCTORS

Taiwan's CubeSat trio reaches orbit, signaling a new phase for the space startup ecosystem

Apr 1, 12:01

AEROSPACE

Japan Display sells Tottori Fab, citing asset efficiency and continuing AutoTech work at a new site

Apr 1, 12:45

EAST ASIA

South Korean chipmakers stockpile helium, diversify supply beyond Qatar

Apr 1, 12:40

SEMICONDUCTORS

India accelerates semiconductor push with Kaynes plant launch

Analysis: In Japan's EV race, aggression costs Honda while Nissan learns to adapt

SDI targets AI and heat spreader growth

Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature

China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

Geopolitical jitters shake markets as AI shores up Taiwan's economic future

GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production

Nvidia's 800V-to-12V push faces industry skepticism

Foxconn advances AI supply chain localization, splitting work between US and Mexico

Samsung expands innovation campus in India to boost global digital talent pipeline

Google flags rising quantum threat to crypto security, urges shift to post-quantum encryption

Malaysia defends EV policy as BYD weighs assembly pullout

Alibaba's closed-source pivot signals mounting monetization pressure

Rising memory costs and AI demand set to shrink PC shipments

India to account for 10% of Micron's capacity, says official

China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

Nvidia moves beyond GPUs with three-system push to own the AI stack

China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push

China GPU maker Biren triples revenue on AI data center demand

Taiwan scientists rethink lithium-ion batteries, eye high-power EV applications

China's AI chip demand drives advanced foundry growth amid geopolitical split

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

Hiwin and other manufacturers bring high-load robotics hardware to Computex 2026

Middle East conflict sends petrochemical prices soaring, straining global supply chains

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ

MULTIMEDIA

CEA-Leti CEO in Taipei

Software-defined vehicles (SDVs) enter the accelerated deployment era; integration of AI models by automotive processor players becomes an inevitable direction.

The memory industry is expected to continue with bright prospects in 2026, driven by robust demand for AI, with the top-3 makers to start with new competition.

Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.