DIGITIMES archived news

Asia

Jul

4

2026

Infineon wins fourth German patent ruling against Innoscience, as GaN fight flares in Shanghai

Tesla tops Taiwan imports in June 2026, cuts Supercharger rates

Machvision's June revenue hits another record due to AI demand

TSMC's median pay trails four smaller IC design houses, filings show

China's CR Micro raises power chip prices as Chinese suppliers push fresh hikes

SoftBank targets AI cloud market with 10GW US rental plan

Samsung and SK Hynix seek substrate price cuts for the second half of 2026

Anthropic tightens controls as Chinese firms route around Claude restrictions

Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock

Thinking wins varistor orders as Japanese rival exits amid silver prices hikes

Jul

3

2026

Infineon China pushes back after GaN products removed at Shanghai electronics show

Ubtech's U1 companion robots test whether China is ready for AI intimacy

Apple plans five iPhone launches to capture market share amid component shortages

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's polarizer makers seek price hikes as material bottlenecks bite

Taiwan's Turvo confirms full management authority, reaffirms robotics expansion plans

Turn Cloud shifts to AI infrastructure

China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

South Korea bets on southwest semiconductor cluster, but key hurdles remain

Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction

'Switchblade' drone maker AeroVironment deepens Taiwan supply chain ties

Sharp, SES target Japan MEO satellite services as industrial connectivity demand rises

Intel takes aim at TSMC's CoWoS lead with EMIB-T

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO

How TSMC quietly turned its supply chain into a 'second fleet'

Microsoft launches US$2.5 B unit to guide enterprise AI adoption using embedded engineers

Global server demand is set to stay strong through 2027 as supply chain pressure widens

Wistron chair urges Taiwan to shift beyond manufacturing mindset in AI era

Xiaomi and Huawei turn phone AI into a system-level fight for user workflows

Exclusive: Chinese automakers pursue overseas production to shape future vehicle standards

Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns

India and Japan deepen economic security ties at New Delhi summit

SAP names Verena Siow Asia-Pacific President

Tsinghua chip veteran’s US$1.8bn 3D AI chip startup targets China’s GPU gap

AI server PMIC demand drives spillover orders for Taiwan chip designers

Samsung escalates South Korea buildout: maps fresh US$90 billion chip, display, battery push in central region

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Meta's reported cloud push fuels debate over AI chip demand

SK Hynix puts US$64 billion into Cheongju chip buildout

Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Infineon opens Dresden chip plant ahead of schedule, boosting global supply capacity

Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia

Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race

Kioxia begins sample shipments of 10th-generation flash memory

TSMC wins approval for US$20 billion Arizona expansion

Sinbon lifts revenue to record levels as humanoid robot work advances

Zyxel Networks adds outdoor wireless access point for MSP customers

CSCC expands Pingnan plant to lift carbon materials output

Volkswagen takeover talk by BYD highlights Europe's auto industry strain

Small-home living drives demand for mobile TVs and pico projectors

Turvo shifts North America production as robot revenue target rises before 2029

Volkswagen gives China joint venture control of exports as auto strategy shifts

Trend Micro and Check Point expand enterprise AI security integrations

Turvo expands auto business and targets growth in five new markets

Renesas trims chip portfolio to focus on AI servers and EVs

Seoul seeks Kumamoto's chip playbook, but Japan's model isn't easy to copy

Taiwan, Japan deepen end-of-life vehicle recycling cooperation to unlock circular economy opportunities

UBTech CEO says robots will take over most physical jobs in 20 years

Chinese power chip price hikes lift Taiwanese suppliers

Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron

Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Innoscience says Infineon removed disputed GaN products from Shanghai trade show after patent challenge

South Korea battery industry urges tax reform as US, Europe rules bite

Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Taiwan carriers, banks roll out MID+ to fight fraud

EU weighs 'super credits' for small EVs to support affordable car sales

Musk eyes Mesh Optical deal as AI data centers push beyond copper

Apple's iPhone slips in China as local brands hold off challenge

Jul

2

2026

OpenAI's 5% stake pitch pulls AI deeper into Washington

AUO pushes AI-era transformation with executive reshuffle, launch of innovation institute

Supermicro: We are cooperating with Taiwan, not under investigation

Singapore files additional fraud and money laundering charges in Nvidia-linked server case

Nvidia and nuclear energy startup Valar test microreactor to power AI data center

Commentary: G2 rivalry simmers– China quietly watches as US pressure sends Asia's defense industry into overdrive

Passive component suppliers regain momentum on AI server and auto demand

Analysis: How long can memory's AI-driven boom last?

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

Micron and GM strike long-term memory supply deal for vehicles

Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers

India's smartwatch leader enters smartphone market despite surging memory cost

AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

Taiwan's Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry

Samsung courts AI chipmakers with 2nm roadmap amid firming foundry demand

LG Electronics moves into ASIC design services as TSMC ties draw attention

China power chip makers raise prices, exposing AI server squeeze on mature-node supply

Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue

Taiwan automotive LED maker EOI readies Mexico ramp for humanoid robots and silicon photonics

Memory price relief for PC brands is expected to be temporary

Socionext to develop TSMC A14 chiplet for AI data center SoCs

BOE, Chinese panel makers' chip push tightens the squeeze on South Korea

South Korea plans CIA-style fund to build its own Palantir

Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots

USMCA review and post-Brexit rules cloud auto supply chain

Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions

SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

Fujifilm India signs MoU to assess semiconductor materials manufacturing in Gujarat

Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition

Europe's heatwave turns air conditioners into power chip growth story

PlayStation to end physical game discs for new releases from 2028

Ericsson says AI demand is accelerating 5G SA and FWA deployment

Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand

LG Electronics creates robot business center to scale physical AI and robotics supply chain

Hotai Motor trims Taiwan auto market outlook but keeps 2026 sales target

Tesla jumps to second as Taiwan auto sales rebound in June

Huawei raises prices despite China smartphone gains, exposing AI cost squeeze

Sovereign connectivity race accelerates: Japan readies subsidy for Rakuten-led satellite network

GIS pivots to semiconductors and optics as memory shortages hit touch demand

Samsung exec calls for nuclear expansion to support Gwangju fab plan

Samsung showcases 3D stacked transistor breakthrough for next-gen chips

GaAs and InP price hikes hit Taiwan supply chain

AI server demand drives MiTAC to expand in Taiwan, Vietnam, and California

General-purpose server shipments surge, boosting Taiwanese connector makers

Cloud AI squeezes 2nm capacity, pressuring mobile SoCs

Taiwan eyes 2028 carbon trading market launch, but experts warn of risks and timing

IBM's 0.7nm chip claim revives debate over semiconductor node naming

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