DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Column: Samsung's memory boom reshapes its investment strategy

Nov 2, 06:22

SEMICONDUCTORS

NearLink looks to chip vendors to expand beyond Huawei ecosystem

Nov 2, 03:22

COMMUNICATIONS

GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge

Nov 2, 03:18

SEMICONDUCTORS

Humanoid robots, robotaxis take center stage at Korea's FIX 2026

Nov 2, 02:13

ELECTRIC VEHICLES

Nytex targets 35% of sales from high-end materials by 2027

Lite-On reports record third-quarter profit as AI revenue exceeds 30%

Seoul Viosys begins mass production of rare earth-free white micro LEDs

TWM's BNPL users rise 49.9% as Taiwan targets gig-worker demand

Tesla at a historic crossroads as Musk bets on AI, space to revive growth

Foxconn expands AI deployment with smart manufacturing across sites worldwide

Interview: Pactum sees AI as a cybersecurity boon despite public fear

The pioneer behind TSMC's FinFET leap: a personal look at Chenming Hu

Six decades in the making: Why the world can't easily copy Taiwan's chip ecosystem

Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure

TSIA 30: The manpower problem behind Taiwan's semiconductor resilience

TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy?

Marvell-Lumentum talks put optical supply chain in focus

Radiant targets next-gen CPO above 6.4T, eyes 2028 mass production

AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years

Analysis: Elon Musk, Jensen Huang clash over neocloud survival

Global smartphone shipments fall 14% as brands launch more 5G models

MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%

TSIA 30: AI is breaking the sequential supply chain — Taiwan may be built for what comes next

Compeq plans sustained investment as AI infrastructure, LEO satellite demand grows

Ibiden expands AI packaging substrate capacity for Intel from 2029

Renesas expands AI data center capacity, targets 33.2% margin in 2026

Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet

DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China

Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand

From living neurons to enterprise AI: TBC pursues faster video generation with AWS

More news

BIZ FOCUS

Oct 30, 08:00

Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026

MOST-READ

MULTIMEDIA

K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue

According to DIGITIMES observations and analysis, smartphone memory contract prices in the first half of 2026 often rose 50% to 80% quarter-over-quarter.

According to DIGITIMES, Agentic AI, AI server expansion, cloud service provider (CSP) in-house CPU ramp-up, and replacement demand for general-purpose servers will lift global server CPU shipments to 52.6 million units in 2027, up 45.7% year-over-year, wi12_s.jpg

DIGITIMES says the most closely watched model in Apple's high-end iPhone 18 lineup, launched in September 2026, is the long-anticipated first foldable smartphone, the iPhone Duo.