DIGITIMES archived news

Research Report Database

Feb

19

2026

Global AI leaders stress equitable adoption and ethical safeguards at India summit

Microsoft outlines US$50 billion Global South AI investment plan at India summit

From AGI to superintelligence: Altman and Hassabis draw varying timelines for AI's future

Uber's US$100 million AV charging push signals asset-light pivot

OpenAI brings Stargate to India with Tata AI data center build-out partnership

MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier

Google, Nvidia, Macron back India's AI ambitions as Modi calls for tech for all

DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

Supermicro explores local manufacturing in India amid AI push

OpenAI partners with Indian universities to expand AI integration in higher education

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Wearable medical devices surge with supply chain of four core components taking shape

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

Singapore holds No. 4 financial hub ranking as assets flow in

Feb

18

2026

Nvidia expands AI partnerships in India under US$1 billion national mission

Qualcomm commits up to US$150 million to back AI startups in India

What the EU's 70% local content threshold means for its industrial base

Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes

Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact

Analysis: 2nm shifts chipmaking from scaling to chiplet integration

AI server MLCC orders double capacity; Murata considers price increase

Cmsemicon's MCU price hikes open door for Nuvoton's China comeback

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

Nexperia lands US$60 million loan to boost chip output during Dutch governance probe

Micron expands capacity to counter worst memory supply shortage in 40 years

Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035

Korean startup rolls out retrofit ADAS kit for commercial vehicles

Humanoid robots challenge South Korea’s safety and liability framework

Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns

AI factory boom in Taiwan fuels construction and land plays

GF-Renesas pact: a new script for the U.S.-Japan friend-shoring playbook

Feb

17

2026

Humanoid robots dazzle at China's Spring Festival Gala amid technical and supply-chain challenges

OpenAI hire and industry voices signal shift toward AI agents that could render most apps obsolete

India seeks to position itself as a global AI hub

Modi inaugurates India AI Impact Expo 2026 in New Delhi

Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay

Thailand's BOI approves WD project to develop HAMR hard drives

Contract dispute escalates between Anthropic and Pentagon over military use of Claude

Alibaba unveils Qwen 3.5: a new frontier in multimodal AI agents

Anthropic opens Bengaluru office, expands partnerships across sectors in India

Bytedance pledges safeguards amid legal threats over seedance 2.0

Apple schedules March 4 "special Apple experience" in New York, London, and Shanghai

GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal

Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamics

LG Display uses Nvidia PhysicsNeMo for digital twin panel tool in South Korea

EU's minimum price commitment pressures Chinese EV makers on value and pricing

Samsung accelerates HBM hybrid bonding line to meet Nvidia demand

Intel India makes key contributions to Panther Lake, leads reference design and validation

AMD, TCS expand partnership to deploy 200MW AI infrastructure in India

Feb

16

2026

RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'

AI supply chain tracker: Power, substrate, and thermal split on momentum

Taiwan rolls out AI push to transform its 1.71 million SMEs

Memory crunch tightens CIS capacity, pressures smartphone supply chain

Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

OpenAI hires OpenClaw founder Peter Steinberger, transitions project to independent foundation

China's GPU Four race to power large models, eye inference surge

Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

India roundup: India bets on RISC-V amid local ecosystem building

Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies

India seeks to democratize AI resources through global commons framework

Nvidia CEO Jensen Huang skips India AI Impact Summit citing unforeseen circumstances

India has all ingredients to lead in AI, says Sam Altman before New Delhi summit

India fines Intel over discriminatory warranty policy

Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power

Feb

15

2026

UMC appoints new representative as Unimicron chairman Tseng retires

Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms

A Singaporean reality check for the semiconductor age

CXMT races to scale up as yield gaps and export curbs bite

Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes

Column: Trump's US$1.5T defense dream hits rust-belt reality

From nanometers to nectar: the secret flavors of TSMC's fab honey

Why is TSMC spending $45bn so early?

Feb

14

2026

ByteDance's Doubao 2.0 aims to undercut the West's AI elite—then Disney strikes back

ByteDance expands chip team to 1,000, advancing four major design lines

China sets price guidelines to curb cutthroat EV competition

World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom

Nvidia deepens South Korea ties in smart factory push

HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor

Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition

AMD's growing server and PC share pressures Intel as China supply constraints tighten prices

WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

After US deal, Taiwan pushes economic resilience into Europe and the global south

Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments

Feb

13

2026

The Arizona turnaround: How Y.L. Wang became the future of TSMC

Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets

Explainer: how US-Taiwan 'ART' deal rewires global tech economy

Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook

Shihlin Electric expands in North America as orders extend to 2030

Citi flags post-HBM shift as edge memory, HBF advance

Analysis: China's AI models and chips align on day one

Samsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27

AUO to hire 1,000 in 2026 as AI expands display, smart mobility push

TSMC and memory makers boost capex to offset China export restrictions impact

Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Quanta boosts Thailand investment to expand AI server capacity

Taiwan opens auto market to US vehicles under new trade pact

Tesla adopts wait-and-see stance in Taiwan after US tariff deal

New Taiwan–US trade pact lowers export barriers, boosts tech supply chains

SK Hynix reportedly begins equipment orders for Cheongju HBM packaging line amid AI-driven capacity race

Tariff-free US-made vehicles to shift Taiwan market dynamics, industry says

Taiwan, UK space supply chains forge closer ties

Industry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement

Taiwan-US trade pact aims to secure supply chains and tariff parity

Taiwan to lift US vehicle import limits, raising safety inspection debate

Display makers exit old LCD plants as chipmakers hunt cleanrooms

Naura rises to No. 5 in global semiconductor equipment rankings

QuiX Quantum, Artilux target data center integration with energy-efficient photonic quantum systems

Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026

Commentary: Stellantis pause on ACC gigafactories clouds EU plans for manufacturing sovereignty and risks thousands of jobs

Volkswagen leads way as EU replaces China BEV tariffs with minimum price commitment

SEMICON Korea: Samsung pushes hybrid bonding HBM, SK Hynix bets on platform AI

Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp

Taiwan ICT and medical device sectors join forces to transform home healthcare

Anthropic’s “tutor” for Claude shifts the AI race from scale to ethics

Shield AI brings US Hivemind platform to power Taiwan’s drone swarm ambitions

Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics

Applied beats as AI chip spending nears $1tn tipping point

Foxconn founder hands out $95m in bonuses as company targets $290bn in sales

Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins

Why Applied says the AI boom is real—just waiting for more cleanrooms

Samsung said to gain 8nm orders in Europe as 2nm plan advances

A tariff truce with teeth: US–Taiwan pact shields chips from Section 232 shocks

The Hangzhou AI dark horse that took over accounting workflows

E-glass capacity cuts trigger production shifts for Taiwan CCL makers

Why Singapore is drawing Taiwanese tech firms and SMEs

Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

Psyonic's plug-and-play robotic hand enters Apptronik's humanoid ecosystem

Taiwan launches first space accelerator as global investment climbs

Anthropic's hive-mind model sets a new pace for AI development

Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally

Apple and Samsung solidify their lead as only brands with over 1 billion active users