DIGITIMES archived news

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Apr

10

2026

AI spending shifts to edge inference as GITEX Asia spotlights monetization push

AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

Eclat Forever Machinery secures large IC substrate orders with visibility to 2027

Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation

Taiwan accelerates GenAI autonomy with tax exemption for computing investments

A new kind of computer emerges for the age of AI agents

Compal sees PC demand steady, server shipments set to double quarterly

Realtek posts 39% revenue surge as new SerDes demand drives growth

US expands China lab ban, testing orders shift to Taiwan

MAtek sees record March revenue as AI and silicon photonics boost testing demand

South Korea targets 2035 i-SMR commercialization, Doosan Enerbility eyes global contract manufacturing lead

E Ink's trade-show shift spotlights rivalry and could accelerate ChLCD commercialization

Analysis: Agent computers target next PC role, push AI compute to the edge

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

Asustek posts record March and 1Q26 revenue on strong AI server demand

Taiwan accelerates SiPh and materials breakthroughs for next-gen AI computing

SK Hynix M15X reportedly ramps early production

Tesla reportedly turns back to affordable cars as growth slows

Merck's material and equipment push could speed CPO and advanced packaging adoption

MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion

Ampak cites DDR price swings disrupting orders, sees industrial control demand support

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

PlayNitride's Micro LED AR smart glasses gain traction in industrial control and drones

China's export controls spark 140x yttrium price surge, fueling chip equipment fears

TSMC smashes records with massive 45% revenue surge in March

Taiwan chip firms quietly build robot sector, eye US decoupling opportunities

China OSATs step up investment drive as AI demand lifts advanced packaging race

Foxconn and Mitsubishi Fuso forge global play in electric buses

MetaOptics bets on Taiwan to scale metalens for AI, next-gen optics

Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing

Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit

Column: Corintis uses algorithms to target chip hotspots for precise cooling

MetaOptics and Taiwan's Pinjie partner to build global metalens production hub

Taiwan builds robotics hub in Georgia to deepen US tech ties beyond semiconductors

Why South Korean panel makers see rising profits despite chip price inflation

Intel–Google alliance reframes AI infrastructure around CPUs

Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate

Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific

MediaTek builds an end-to-end challenge to Qualcomm and Broadcom

CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR

Samsung's consumer electronics divisions show signs of recovery

Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack

Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands

Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

Exclusive: Samsung weighs Vietnam semiconductor testing facility

Hyundai targets US 'Southern MIT' talent; Taiwan risks falling behind in humanoid robotics?

TCL-Sony merger shifts the competitive landscape for Korean TV giants

Taiwan targets Poland's drone supply chain as Eastern European demand surges

Samsung and SK Hynix reportedly secure long-term helium contracts with US firms

Inventec posts record March and 1Q26 revenue on AI server strength

Alibaba's Qwen tops Korea's AI benchmark

San'an Optoelectronics executives under further investigation amid family control concerns

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Weblink International: Apple Mac mini and MacBook Neo drive strong sales, boosting operational momentum

Taiwan's Auden integrates algorithms into satellite antennas for global markets

Swancor eyes dual-engine growth on AI robotics and aerospace composites

AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth

CXMT targets 12-layer HBM production by 2027, closing gap with Korea

China's 6G wait: SoC vendors brace for years of sluggish smartphone demand

Praise Victor Industrial aims to break Fujibo's soft pad dominance with 2Q26 sample certification

MetaOptics reshapes consumer electronics with AI-driven optical innovation

Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach

Apr

9

2026

Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia

Haptic touchpads and AI vision chips propel Elan's early 2026 growth

Memory shortage persists, ASPs surge up to fivefold, says module maker chief

Hinge maker Jarllytec expands into optical communications, targets AI server demand

Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

AmTRAN's high-value product shipments boost 1Q26 revenue

Column: Embodied AI reshapes real-world automation marks ChatGPT moment for robots

ODMs erase seasonal slump as notebooks and AI servers drive March surge

Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments

Aspeed and ASMedia propelled to top IC design ranks

Meta launches Muse Spark to champion next-gen AI assistant

Samsung P4 fab nears completion, expanding 1c DRAM capacity

India's measured reset with China highlights trade dependence and strategic calculus

CATL invests in China's Zhongheng Electric as AI demand surges

Alibaba and Meta retreat from open-source AI

When will CPO actually see mass production?

Hon Precision sees surging demand for AI infrastructure components

Why global chipmakers want to join TSMC's certified supply chain

Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided

GITEX AI Asia opens in Singapore as focus shifts to infrastructure, deployment

Alibaba tightens AI strategy with CEO-led committee and executive reshuffle

Samsung profit jumps on memory rally, chips drive over 90% of earnings

Samsung Foundry launches new 2nm temperature sensor IP to improve chip thermal and area efficiency

MetaOptics claims three-year lead in advanced micro-optics

Cyient Semiconductors closes US$85M majority stake in Kinetic Technologies, accelerating India-led power IC scale

China's EVE Energy ramps up capacity amid energy storage boom

China faces 300,000 semiconductor talent gap, warns SMIC founder

CXMT IPO delay eases DRAM supply risks, supports pricing cycle

Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks

ChipX targets AI data center market with photonics, power chips ahead of Malaysia fab

EV market cooling pushes US battery makers into energy storage

Phison Electronics sees AI-driven demand surge, downplays retail memory price swings

Microloops rides AI boom, aims to double 2026 revenue

Winmate eyes 2026 growth amid rising defense and edge AI demand

Helium and tungsten shortages threaten South Korea's semiconductor industry

Corning's shift into AI server components could reshape data-center energy and supply-chain dynamics

China accelerates semiconductor equipment localization; Korean firms eyeing Taiwan as orders slip

China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle

Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing

Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025

Apple hit by Mac shipping delays as DRAM shortage intensifies

Geopolitics and AI is redrawing the global chip packaging landscape

Nvidia demo highlights China's role in humanoid robot hardware

Samsung plans to add Pro model to Galaxy S27 lineup

LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market

Zensemi strengthens automotive chip team with hiring of industry veterans KC Ang and Marco Maria Monti

French President's visit reportedly links Mistral AI with Samsung for AI memory supply talks

Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips

AI chip demand tightens ABF substrate supply, three-year upcycle in sight

Taiwan advances quantum computing with AI collab as key strategy

Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market

Apr

8

2026

DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality

Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26

China intervenes in memory supply; Apple outpaces local smartphone vendors

Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition

Europe's battery ambitions shrink as costs and China's dominance loom

Memory rally lifts Adata to record quarter, AI demand fuels outlook

Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

AI server cooling demand boosts heat sink makers' growth outlook

Compal launches Sylux in US to expand automotive infrared safety solutions

Anthropic launches Project Glasswing to fend cyber threats with new Mythos model

SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals

US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications

China's AI and cloud firms step up use of domestic chips

Innolux's CarUX debuts next-gen smart cockpit at Touch Taiwan 2026 after Pioneer merger

Taiwan warns of Beijing's covert push to poach AI and chip talent

Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth

Uber deploys AWS custom chips to scale AI and cut compute costs

Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

Singapore's first robotaxi enters public service, signaling a new phase for autonomous mobility

AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race

Apple leverages supply chain advantage to boost market share despite AI lag

Kioxia considers first dividend as long-term contracts shape global memory strategy

Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform

Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain

Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdles

Corning to showcase breakthrough tech at Touch Taiwan 2026

Chicony Power eyes 2x growth in 2H26 communication power supply on notebook orders, satellite demand

Samsung Display secures exclusive Apple foldable OLED orders, partners poised to benefit

India reportedly bars Chinese CCTV cameras, turns to Taiwan and Western suppliers

China's first dedicated supply chain security law raises the compliance stakes

SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era

Rising gallium costs force price increases across GaAs chip supply chain

Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties

Broadcom, Google, and Anthropic alliance faces MediaTek competition

Claude Code leak rattles industry, legal risks mount

Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26

Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership

In the race to autonomy, Level 2+ emerges as the winner

Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround

Commentary: How Taiwan is becoming a strategic partner in America's auto reindustrialization

Nvidia moves to build US$10B AI empire, one acquisition at a time

Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road

With SpaceBridge, BWant anchors Taiwan's satellite ambitions

China export controls spark global InP supply concerns for AI high-speed transmission

Arm reportedly plans to sell AGI CPUs in China despite core licensing ban

SpaceX's Starlink Mobile faces a slow climb to scale

OpenAI faces leadership shakeup ahead of IPO and Musk lawsuit

Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation

Apr

7

2026

Interview: Agentic AI is creating a new frontier of cybersecurity risks

Wonderful Hi-Tech bets on AI servers and satellites for next growth wave

Advantech tops US$635 million in 1Q26 revenue on edge AI demand surge

IndieSemiC eyes India's general-purpose chip gap with Kaynes OSAT deal

Quobly moves quantum chips into volume production

FOPLP and WMCM emerge as key to fan-out packaging competitive field

Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

US MATCH bill targets China chip equipment, services

From components to systems: Ennostar to highlight optical comms, automation tech at Touch Taiwan

China seeks break from Nvidia CUDA grip in AI chips

Rapid deployment and flexible scalability drive the rise of modular data centers

Korean chip suppliers face second year of price cuts despite AI boom

Arm's three-pronged approach increases pressure on x86 in cloud CPU market

UBTech sees losses and margins improve as humanoid robots drive 40% of revenue

In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack

Global AI chip suppliers compete as TSMC remains top foundry partner

MSScorps targets CPO demand with in-house silicon photonics test platform

MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC

Innodisk revenue jumps 4x in March, first-quarter hits record

US PIPIR advances drone-missile strategy, integrating Taiwan into 'non-China' defense supply chains in Indo-Pacific

Price wars and vertical integration reshape China's auto industry

China's auto sales shift, but price war shows no sign of ending

Google's chip revisions raise questions for MediaTek's growth plans

Foxconn posts strong March revenue, expects 2Q26 growth despite seasonal trends

Exclusive: Apple reportedly shifts over 40% of MacBook production to Vietnam, including new budget Neo model

Taiwan, Japan join forces on next-gen drones with core technology alliance

China AI platforms compete for developer access via OpenClaw mirror

PCB bottlenecks, freight costs push electronics prices higher

Weekly news roundup: China's special AI chip supply ends; TSMC plans 12 fabs in Arizona

Samsung's eightfold profit jump signals AI spending immunity to geopolitical risk

Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce

Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase

AI is the new electricity — and it's already rewiring the ad industry

AMT expands into medical and e-paper amid geopolitical uncertainty

Acer's smart mobility sector to hit double-digit growth in 2026

With Vera, Nvidia stops borrowing and starts building its own CPU muscle

Canada welcomes Chinese EVs as US draws hard line

CCL expansion triggers equipment shortages; lead times extend up to two years

China channels billions into space start-ups through IPO pipeline

Apr

6

2026

Smartphone order cuts hit IC design as recovery pushes to 2027

Out of this world: Taiwan's supply chain sets sights on orbital data centers

China 2.5D packaging demand surges, supporting Korean backend equipment growth

India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

Apr

5

2026

E Ink rides AI-driven power surge as energy concerns boost e-paper demand

Apple pricing seen as key to 2026 smartphone slump

Samsung and SK Hynix to reportedly bolster helium supply chain as Iran conflict risks rise

Taiwan's plan to bring AI into traditional manufacturing heartland

DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes

China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties

Apr

4

2026

Taiwan space body makes global push with EU and US expo debut

Semco raises ABF substrate prices as AI server demand surges

Taiwan-Silicon Valley start-up Anvil Robotics aims to scale intelligent machines

Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent

How second-tier powers are bypassing big tech via Taiwan

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

New contender to Starlink: Amazon in talks to acquire Globalstar

Samsung strike threat clouds PMIC, mature-node outlook