DIGITIMES archived news

AsiaCPO2

REALTIME NEWS

LG Electronics reportedly moves into ASIC design services leveraging TSMC ties

Tomorrow's Headlines

Apple's iPhone market share fell in China as domestic brands held ground

Tomorrow's Headlines

BOE advances glass substrates and prepares 12-inch fab for volume production

Tomorrow's Headlines

Europe heat wave drives air conditioner demand and boosts power component orders

Tomorrow's Headlines

USMCA review and post-Brexit rules cloud the auto supply chain

Tomorrow's Headlines

Jul

1

2026

Nvidia GPU-network ecosystem tops data center Ethernet switches

As Acer nears its 50th anniversary, Stan Shih says 'Business Family' model offers more sustainable future

Analysis: Apple isn't a victim of memory price surge; it's the biggest winner

Yageo chairman takes control of Anpec board

Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers

Surging oil prices drive demand spike in Europe's used EV market

OpenAI engineers claim to discover way to cut inference costs in half

TMY Technology clears Taiwan listing review, satellite and defense businesses drive turnaround

Samsung, SK Hynix southwest fab plans put Gwangju's silicon photonics ambitions in focus

Tenstorrent's Jim Keller says startup will outpace Cerebras as AI chip competition intensifies

Tesla taps Intel 18A veteran to lead Terafab chip project in Texas

China's humanoid robot boom turns physical AI from prototype to production

Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further

Samsung Display to expand OLED capacity as foldable demand builds

Kinpo expects 2H revenue to exceed 1H amid plant ramp

Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief

Gus Technology names Hota Group president as chairman

Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts

China's price war cuts humanoid robot hand costs in half — but precision parts resist

China's chip material makers riding the AI boom close in on Japan

Amazon's new US$1 billion division aims to embed AI engineers in clients' teams

AI chip startup Rebellions' acquisition of SqueezeBits signals push beyond hardware

South Korea's southwest chip hub plan faces supplier gap

Taiwan outpaces world in AI adoption, but firms lack strategy, Microsoft finds

Schneider Electric to acquire industrial AI firm Cognite for US$3.1B

GigaDevice flags memory cycle risks amid share price surge

Chinese battery makers reportedly shut out of Japan's cybersecurity certification

How pricing dynamics and govt regulations are reshaping AI balance of power

Taiwan starts collecting carbon fee, with highest amount from semiconductor firms

China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026

DeepSeek V4 introduces utility-style AI pricing in shift beyond China's LLM price war

China loosens auto aftermarket rules, but Taiwan firms are holding their ground in the US

Chinese lens suppliers expect smartphone shipments to fall 12% in 2026

India Semiconductor Mission 2.0 reportedly clears Finance Ministry hurdle as govt highlights first-phase progress

Japan launches US$6.2 billion AI initiative as SoftBank consortium targets physical AI leadership

Anthropic's Sonnet 5 delivers near-Opus performance at 60% lower cost as export ban lifts

AI fuels OSAT pricing power as chip packaging orders fill through 2027

The price behind India's investment boom

AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns

Naphtha supply risk adds pressure to semiconductor materials

Taiwan sends defense drone bills to committee review as supply chain ramps up

Global auto supply chain braces for fiercer 3Q26 profit battle

Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints

LCD TV panel makers face a softer peak season as demand weakens and costs climb

Taiwan auto market levels as easing US tariff uncertainty boosts parts exporters

H2U eyes AI health data opportunity with July Innovation Board listing

Industry 4.0 demand keeps TADC on track for double-digit growth in 2H26

South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem

SK Hynix talent hunt targets HBM's next frontiers while drawing Samsung employees' attention

Why South Korea may struggle to replicate Taiwan's semiconductor success

TASA upgrades TRITON weather satellite data with NOAA collaboration

China's private rocket makers chase SpaceX model as satellite demand strains launch capacity

South Korea's AI memory push draws scrutiny from both Taiwan and China

China ADAS chipmaker Horizon Robotics faces BYD test after No. 2 climb

Jun

30

2026

Walmart signs first nuclear power agreement to secure 176 MW of zero-emission supply

Asia Neo Tech and Brooks sign 15-year FOUP deal

Ability Opto-Electronics targets CPO growth with V-groove and MT lines

Up Young expands distributed energy offerings in Taiwan with Mitsubishi Heavy Industries gas generators

TSMC fast-tracks CoPoS—whole supply chain under gag order

TSMC 2nm, CoWoS, and CoPoS broadly lift Taiwan's equipment, materials, and packaging suppliers

Lenovo warns elevated memory prices could become the new norm beyond 2030

Fulltech Fiber Glass to lift cloth prices as much as 30% from July

Local backlash led to more than 300 US data center bans and moratoriums since 2023

Huawei OpenHarmony targets China's humanoid robot race with 1.3 billion-device ecosystem

Samsung Electro-Mechanics targets AI server growth with MLCC talks, substrate push

TBI Motion taps humanoid robot demand with small-batch shipments

Interview: Why DuPont spinoff Qnity is betting its Taiwan growth on packaging, not process nodes

China unveils national AI agent standards to accelerate interoperable AI ecosystem

Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber

Taiwan's Chief Telecom says raid over alleged AI server smuggling has no financial impact

Samsung commits KRW2,655 trillion to future industries, anchoring new Gwangju fab

HKC IPO gives China's display sector a third heavyweight

Memory suppliers lock down buyers as contract prices continue surging in 2H26

Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

IC design firms brace for uncertain peak season as prices rise

New GPU and ASIC platforms to drive stronger server shipments in 2H26

Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook

Optiemus, Quectel launch India manufacturing tie-up for automotive and connectivity modules

AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

Samsung revives 1.4nm foundry push as 2029 timeline takes shape

SK Hynix accelerates Yongin fab timeline by 12 years as HBM strains memory capacity

AI super cycle lifts semiconductors, but China chip group warns of a distorted boom

China's third-largest pure-play foundry's HK filing shows growth, but also rising risks

Notebook supply chains brace for weaker 2026 peak season

South Korea looks to Taiwan as model for semiconductor decentralization

Rocket Lab challenges SpaceX with US$8 billion Iridium deal to build fully integrated space company

DRAM price surge tests South Korean memory makers' HBM4 push

Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted

Taiwan optics sector heads into peak season as Apple demand, camera orders rise

Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

Forget prompts: Nvidia's Huang sees 'loop engineering' as AI's next frontier

EU's push for cloud sovereignty draws fragmentation warnings

Commentary: Behind Micron's bet for long memory demand cycles

Nvidia, Firmus partner on Indonesia AI infrastructure project

Taiwan reportedly expands AI server smuggling probe, searches Supermicro and listed firms

Expected MCU price hike drives early 1H26 pull-ins

OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks

Taiwanese smartphone shipments face deeper pressure as component costs rise

Shuotong expects stronger demand for liquid cooling in 2H26

Riken and Taiwan academia join forces on next-gen compound semiconductors

Honda, GM, and Ford redirect capacity to energy storage as EV demand slows

Samsung, SK Hynix step up CO₂ buying as supplies tighten

China's LineShine puts Beijing back on top of supercomputer race

China's SiC race shifts from EVs to AI data centers as SICC overtakes Wolfspeed

Halos signals Nvidia's bid to make safety certification the robotics gateway

Arm says it tops 50% share in hyperscale cloud as x86 grip slips

Anthropic tops global unicorn list as China shifts to hard tech

PlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses

Hyundai says one year of output beats Tesla's 10-year sales; manufacturing capacity crucial in physical AI race

Commentary: Apple raises prices, markets flinch— but demand proves more resilient than feared

Red Hat sees cloud-to-edge shift in Taiwan AI deployment

Intel-UMC tie-up talk runs into hard realities of process gaps and cash needs

Yao Sheng bets on four new product lines, names Te-ching Shen as president

Jun

29

2026

China memory makers fuel local chip equipment push as CXMT lands Tencent deal

Baidu subsidiary Kunlunxin seeks US$50B IPO valuation, asks investors to buy its chips

Chengxi approved for Taipei Exchange listing as AI reshapes customer service

BYD's 4nm smart-driving chip signals deeper EV supply-chain integration

Kyocera to invest JPY650 billion in chip equipment and data center components

Taiwan launches quantum talent program, sends 15 abroad

Taiwan's first homegrown submarine enters dive trials ahead of handover; shipbuilder eyes unmanned boat contracts

BOE's military designation hands South Korean panel makers a strategic opening

Samsung chair backs Korea's southwest chip cluster, maps nationwide investment

US widens China tech ban to include legacy Huawei, ZTE equipment

DARPA seeks radically low-power, damage-tolerant computers for austere battlefield environments

Taiwan optics makers eye humanoid robot vision market as deployments accelerate

Taiwan smartphone shipments rose in May despite higher component costs

China's first diamond semiconductor supply chain project lands in Zhengzhou

Musk backs Cook as AI memory crunch drives Apple price hikes

AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint

Samsung could become HBM market share leader in 2027

Samsung, SK Hynix to build KRW800 trillion chip hub in South Korea’s southwest

Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push

Orbbec builds Vietnam factory to broaden global reach

China adds 40 Japanese entities to export control and watch lists

Wistron expands US production to meet AI server demand

SK Hynix sets up new strategy unit as HBM race intensifies

Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action

Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS

China makes AI power a national priority in new five-year energy plan

Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains

Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

Potens expands into AI cooling and power markets, server revenue share hits double digits

Johor's power grid faces mounting strain as data centre pipeline expands

Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes

Foxlink appoints Freddy Kuo president, targets AI factory transformation

Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

US AI restrictions face scrutiny as Chinese models gain ground

Physical AI's next hurdle is not walking, but grasping

Onsemi's Synaptics acquisition intensifies competition for physical AI leadership

Analysis: Memory shortage drives long-term uptrend as Apple hikes prices

Hyundai, LG and Doosan ramp up robotics plans as South Korea's Physical AI race heats up

Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs

CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage

Taiwan electronics sector stays upbeat as AI demand lifts exports

AIC sees double-digit growth as AI infrastructure shifts to rack-level systems

FIT consolidates EV charging brands, builds Saudi plant to localize supply

LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

Samsung slows next-gen memory push as price surge rewards existing lines

Taiwan joins post-HBM memory race with Intel, SoftBank

India roundup: Global tech giants deepen India investments

Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

Taiwan Power ends three-year losing streak in 2025, but posts NT$9 billion loss in early 2026

Niching targets higher margins as heat spreader orders extend through year-end

As SpaceX plans more launches, Eson seeks to scale satellite parts business

Apple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series

LinkCom leans into AI networking and high-power power modules to drive growth

Infineon counters Innoscience claim after China GaN patent setback

AI drives TV platforms as Samsung and LG chase smart-home ecosystems

Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence

Jih Lin rides AI power demand to clip packaging

Taiwan water treatment firm rebrands to chase chip-grade purification demand

Jun

28

2026

Apple's first foldable iPhone reportedly on track for September 2026 launch

Rakuten, AST SpaceMobile JV aims to break Starlink's grip on Japan's satellite market

LG Chem weighs CCL expansion as AI chip demand strains supply

Kaori fuel cell orders extend to 1 year; expanding capacity in Taiwan and overseas

2nm advanced process waste surges 13x, Techzone targets semiconductor ESG waste treatment market

Trusval reports record 2025 profit, eyes global growth in 2026

Sunrise builds integrated energy platform as AI data center demand rises

Smartwatch sales return to growth as AI and health features lift demand

AI attacks scale up as annual security checks lag

Aleees shifts to in-house manufacturing after US order opens North American push

CALIN shifts into land, sea, air and space markets as Starlink samples move forward

Jun

27

2026

The Tata Electronics leak is overwhelmingly an Apple data set, file index shows

JCET's US$1.1bn expansion shows where China's AI chip crunch is moving

Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity

Hanmi targets advanced packaging market with FC Bonder 3.5

US backs I-Pulse's $250M plan to use pulsed power for geothermal drilling

ShunSin sees CPO potential, adds TSMC veterans as independents

Taiwan motorcycle maker SYM's profit falls in 2025 despite record market share

LG pushes robot strategy from home to factory; data shortage remains a challenge

AI-driven chip demand tightens air and sea freight capacity and lifts rates

DrayTek's revenue slide drags into 2026, company pins hopes on Wi-Fi 7 and cybersecurity

SK On completes China battery joint-venture restructuring with Eve Energy

Zettabyte urges new standard for quality AI compute as demand surges over two years

MediaTek frames orbit compute and NTN as next strategic R&D priorities

Jun

26

2026

Samsung SDI targets US battery supply chains with US$20M Forge Nano investment

SK Hynix fluorine leaks trigger safety inspections at 25 South Korean chip plants

Inside Corning: a century of R&D bets, and why optical fiber is paying off again

Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming

Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options

Qualcomm HBC takes aim at HBM costs in AI data centers

Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

Seres' US$25bn wipeout tests the price of Huawei's EV halo

Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

Global intelligent eyewear market surges as AR and smart glasses gain ground

AuthenX targets AI data center interconnects with plug-and-play FAU for CPO

Groundhog Technologies wins world's first telecom GenAI order, eyes LEO satellite optimization market

AIDC showcases advanced composite materials for next-gen aircraft, drones

Taiwan to draft new drone budget after defense bill cuts

OpenAI to release GPT 5.6 model on staggered basis in face of US regulatory uncertainty

Samsung's reported US$648 billion plan shifts focus to South Korea's chip belt

Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

Taiwan revives NT$210 billion drone procurement plan amid industry hopes and concerns

Teradyne expands India focus with new country manager

Corning weighs South Korea site as chip packaging race turns to glass

Academia Sinica readies Taiwan-made quantum chip for engineering push

OpenAI, Anthropic, and Google turn to deployment engineers as AI focus shifts to enterprise use

Analysis: Why Apple can't wait out this memory shortage

Honyi International rebrands as Tianyi Water and Energy Solutions to seize water-power integration opportunities

SK Hynix races to open Yongin triple-deck fab in 2027

Apple reportedly revamps Mac chip roadmap to accelerate AI push

Academia Sinica targets quantum chip manufacturing scale with Taiwan's semiconductor tool base

How big tech is nudging cloud emissions on customers

Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap

IBM breaks sub-1nm barrier with 3D nanostack transistor platform

Fuji Electric-linked arrests expose rare earth compliance risks for Japanese tech firms in China

SK Hynix's US$29 billion Nasdaq plan puts capacity expansion in focus

Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI

Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook

Amazon raises India bet to US$48 billion, adds US$13 billion for AI and cloud

Taiwan Semiconductor accelerates transformation as unit listings and SiC, GaN bets take shape

Onsemi agrees to acquire Synaptics in US$7 billion all-stock deal

Alibaba chip unit T-Head triples registered capital amid AI push

CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling

SK Siltron to bring new 300mm wafer capacity online as AI demand lifts shipments

GlobalFoundries expands Singapore role as it targets physical AI hardware wave

Europe aggressively pursues non-red supply chains; Thunder Tiger showcases unmanned combat systems in Poland

Apple and Google consider adopting Chinese memory chips: three obstacles remain

Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26

Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance

How Optivision is speeding up the shift from LCD optical films to high-end auto applications

Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration

China power semiconductor makers raise prices as AI and vehicle demand grows

Tungsten shortage spreads from raw material to chip manufacturing, Japan warns

Quantum Systems to build 2,000 TerMIT unmanned ground vehicles for Ukraine

Altos and FPT sign MOU to scale enterprise AI and HPC across Asia-Pacific

Taiwan drone makers pivot to non-China supply chains to win overseas markets