DIGITIMES archived news

aiexpo2026

NOV

23

2025

Visionox plans 8.6-gen OLED capacity with South Korean equipment

Chunghwa Telecom and NTT showcase cross-border distributed AI data center in Tokyo

Nvidia pushes quantum computing toward 2027 breakthrough

SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026

Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes

Taiwan launches homegrown satellite constellation to replace aging defense comms

J&V Energy's Japan expansion drives 108% revenue surge

NOV

22

2025

Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026

Taiwan fast-tracks Chiayi drone hub to attract global defense firms

Foxconn trains factory robots with AI and digital-twin simulations

Foxconn looks to California to anchor its next-gen AI datacenter blueprint

Allis Electric braces for critical growth phase amid Taiwan's power grid expansion

AI workloads propel revolution in photonic chips, as startups jostle for position and tech giants seek to integrate

Taiwan boosts drone industry with new chip subsidies and industrial park

ASML opens first US technical training center to support domestic chipmaking revival

South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance

NOV

21

2025

Foxconn showcases future factory vision, with Nvidia's product lead making a surprise showing

US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years

Nexperia shockwaves hit auto industry as Europe and Japan slash output

Foxconn unveils Model A EV platform tailored for Japan's mobility market

Taiwan foundry and tech manufacturing remains irreplaceable as exports surge

OpenAI turns to Foxconn to build next-gen AI hardware in the US

Hon Hai Tech Day focuses on AI and quantum collaborations with IBM

White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks

TSMC in sight: Samsung seen hitting 21,000 wafers by 2026

Foxtron rolls out new versions of a trio of EV models in push for global clients

SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure

Mitsubishi Fuso charts new course with safety and zero-emission buses

Intel dismisses trade-secret claims involving former TSMC executive as Taiwan probe continues

Uber, Nvidia, and Foxconn join forces to accelerate autonomous driving

Foxconn moves past the 'assembler' label with a deep dive into its integrated manufacturing stack

Audix expands AI testing capacity as rare earth controls hit VCM shipments

GMI Cloud plans AI factory in northern Taiwan amid grid challenges

Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge

Yulon Motor addresses Luxgen sale rumors and signals cautious outlook for Taiwan's auto market

Marvell plans to expand India workforce amid AI-driven growth

GSEO aims for variable aperture certification in 2026 after strong smart glasses demand

E Ink positions for sustained highs as expanded e-paper lines ramp

Semiconductor boom sustains WPG through 2026 amid CSP compute buildout

Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations

Sumitomo Chemical to acquire Taiwanese semiconductor cleaning agent maker

China's IC design surge heads for US$100bn milestone in 2025

Simplo Technology expands into drone battery modules with shipments starting late 2025

European Commission proposes Digital Omnibus package to overhaul EU digital regulations

Nvidia's strong quarter lifts markets, but the AI bubble question still lingers

Amazon to invest US$3B in new Mississippi data center campus

Foxconn-Nvidia to build local AI compute center for SMEs

Lite-On ramps up power supply capacity to meet rising demand from AI data centers

AMPACS expects 2025 revenue decline amid weak markets but projects improved margins

Samsung Electronics maintains dual-CEO structure in 2026 executive reshuffle

WinWay to build IC test factory in Arizona by 2026

Google opens largest AI infrastructure hardware R&D center outside US in Taipei

Foxconn to unveil new tech and products at sixth annual Hon Hai Tech Day

ASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacity

Foxconn highlights tech transformation Tech Day as Terry Gou swings by

Grandsys targets AI expansion in 2026, eyes financial cloud customer surge in 2027

Getac views global memory shortage as chance to grow despite industry-wide challenges

Taiwan sets first drone chip rules to curb reliance on foreign suppliers

Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors

Taiwan seeks to build its southern 'Silicon Valley' for AI boom

Pegatron secures new AI orders amid intensifying competition for server capacity

Eternal reportedly eyes 2026 growth with TSMC supply chain entry

Huawei lifts Shenzhen to China's No. 2 chip design hub

Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response

What does former TSMC SVP want to achieve in his return to Intel?

Foxconn and Intrinsic form joint venture to advance AI-driven intelligent factories

Foxconn outlines battery strategy as part of long-term industrial expansion

OpenAI and Foxconn partner to boost US manufacturing of next-generation AI infrastructure hardware

eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026

South Korean tech giants rush into glass substrates despite mounting fears of overinvestment

Toyota and Volkswagen quietly wage an invisible robot war

'Qianwen': Alibaba's answer to ChatGPT

Samsung primes the ground for a major executive overhaul

Alibaba rebrands AI app as Qwen to challenge ChatGPT

Weblink International eyes growth from surging memory prices

Debate over AI GPU lifespan intensifies amid bubble concerns

Japan's Nittobo and Mitsui expand capacity amid AI server material shortages

Indian consumer electronics company Wobble launches first smartphone

Yann LeCun leaves Meta and launches new AI startup

Taiwan's US$1.4B ambition to build a global drone hub takes flight

From cars to robots: How automakers are using industrial scale to dominate humanoid AI

Humanoid robots enter carmakers' factories, but key barriers slow wider adoption

Fujifilm to build semiconductor materials factory in India, targeting regional exports

NOV

20

2025

Trump reportedly prepares 'Genesis Mission' as White House drafts order to curb State AI laws

Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions

China's top passive-component maker ignites 30% price surge

Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

Research insight: Horizon Robotics leads China's push for autonomous driving independence

Ligitek Electronics to invest in silicon photonics in cleanroom facilities with government support

Yulon addresses Luxgen sale rumors, confirms N5 launch will follow customer schedule

TSMC leak highlights risks of losing teams, says Pegatron chair

Changs Ascending Enterprise expects growth in semiconductor and AI markets, with diversification in 2026

GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub

Samsung regains DRAM leadership from DDR5 surge

ASML expands into advanced CoWoS packaging with new I-line system

Pegatron's T.H. Tung says memory price surge will not directly impact downstream foundries

Foxtron’s expected Luxgen acquisition looms over investor briefings

US approves advanced chips for Saudi Arabia to foster global AI hub

South Korea joins 'Stargate UAE' project to build major data center hub

Taiwan vows to protect TSMC 2nm technology from possible leak

Arm China resets its AI push with the Zhouyi X3 NPU

Wistron, Pegatron back Health2Sync as it lists on Taiwan's Emerging Stock Board

Taiwan solar stalls amid regulatory blockade as Germany advances V2G grid resilience

Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production

Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings

Alltop forecasts strong 2026 for AI server and NEV demand surge

Lite-On advances 800V HVDC architecture as AI factories enter the MW power era

Nvidia partners with Amkor, SPIL, and Menlo Micro to boost US IC backend capacity

Amkor invests US$177M to expand AI chip packaging in South Korea

AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia

Yulon Nissan posts 3Q25 profit turnaround as Nissan N7 sales surge

Arm face investigation in South Korea amid global antitrust scrutiny

IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts

Malaysia emphasizes regional trade, AI and strong international ties to boost semiconductor and E&E industries

Europe's retailers hedge their bets as Chinese carmakers surge

A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound

Intel details early development lead of 14A process and Nvidia collaboration at TIMT Conference

Rising memory prices put consumer electronics on edge

xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia

BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in

Jensen Huang explains why Nvidia is building an AI empire, not just faster chips

Netherlands pauses Nexperia order after China talks, easing auto-chip strain—but not the hard questions

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble

LG Display expects profit surge as panel prices rise and new automotive orders arrive

Taiwan's precision components drive humanoid robot development

Sakana AI tops Japan startup valuations with funding led by Mitsubishi UFJ and CIA-linked VC

Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers

Memory inflation hits IT market

Samsung's leadership shift sparks fresh scrutiny of its finance-first management model

Edom says memory price hikes impact demand, but high-value-added products are less affected

DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply

How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth

Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time

Volkswagen caught in perfect storm of tariffs, China woes, and EV slowdown

NOV

19

2025

GlobalFoundries sharpens silicon-photonics play with AMF in the bag

US non-tariff measures drive Taiwanese firms to accelerate investment pivot

Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion

SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices

Samsung ramps up 1c DRAM output in bid to regain edge in memory market

Iron Force Industrial reports slight revenue decline amid tariff challenges and strategic shifts

Meta Platforms accelerates robotics efforts with leadership changes and expanded hiring

Shipping firms hesitate to return to Suez Canal despite Red Sea crisis easing

TWBM to ship rare stroke catheter guidewire in 1Q26, eyeing 50% revenue growth

India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny

China's chip play: A threat more dangerous than rare earths, says Chris Miller

Oppo focuses on software to boost smartphone competitiveness

ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices

When a chip guru switches sides: Taiwan investigates alleged sub-2nm leak to Intel

Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion

Samsung unveils first 2nm results, stepping up challenge to TSMC

HPI Corp sees 3Q25 growth amid enterprise IT upgrade wave, plans overseas expansion

Jeff Bezos returns to frontline leadership with AI startup Project Prometheus

AI and chip demand drives Taiwan air freight rates higher

Samsung Display and BOE reportedly end OLED patent dispute with licensing agreement

RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

Power chip startups drive vertical power delivery trend

Taiwan's AI and semiconductor sectors face resilience test amid extreme climate risks

Nan Pao Resins bets on semiconductor adhesives as next major growth engine

Nexperia chip disruptions continue to weigh on global automakers

As protectionism rises, Toyota deepens its US ties with symbolic and strategic moves

DFI bets big on edge AI, predicts drone demand surge in 2026

AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth

Taiwan suppliers will determine silicon photonics breakout

Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Microsoft and Nvidia form multi-billion partnership with Anthropic

Pat Gelsinger showcases semiconductor innovations for Taiwan visit; discusses AI and post-Intel adjustments

Acer CEO flags China's role in prolonging global memory shortage

Pat Gelsinger strengthens ties with Taiwan's semiconductor sector after Intel tenure

SMIC resurges in memory and controller orders amid deepening AI-era crunch

Vivo sub-brand iQOO to enter Taiwan smartphone market with launch scheduled for November 28

AUO Mobility Solutions to debut smart cockpit solutions at CES 2026

Santa Clara data centers remain idle due to local power shortages despite completion

Foxconn's tech day puts AI at the core of its manufacturing ambitions

Xiaomi warns of deeper margin pressure from rising memory costs as EV business posts record deliveries

AMD targets 50% of server CPU market, extending its comeback against Intel

Xiaomi posts first EV profit in Q3, setting records as China’s price war nears

Huawei weighs domestic memory for Mate 80 as global chip prices jump

Iron Force expands into AI cooling systems with new factory

Silergy targets 40-50% growth in automotive revenue by 2026

Taiwan IC designers: Edge AI boom hinges on shipment volume

Taiwan’s green-power reset: new laws deepen RE100 risks for chipmakers

Taiwan makes TOP500 global supercomputer list

South Korea risks losing edge to China in all key exports by 2030, survey shows

Chinese government-backed hackers use AI tool Claude for cyberattacks, but experts question impact