DIGITIMES archived news

API

Nov

14

2026

AI server tracker: Aspeed tops NT$2 billion as cable suppliers diverge

Huang's resignation unlikely to disrupt Taiwan's AI industry, Acer founder says

Jensen Huang’s exit threatens to upend Nvidia’s global AI funding network

UK steel city's deep-tech push faces mass-production and talent hurdles

AI lifts Foxconn profits as ROE targets 12%

Jensen Huang's Nvidia era may be over. But Taiwan isn't ready to say goodbye.

Nov

13

2026

Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era

DEEPX tapes out AI chip on Samsung's 2nm process

E Ink targets 2027 revenue from PTFE materials for AI data centers

Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27

DIGITIMES Chairman urges Taiwan to become sovereign AI partner

Samsung weighs separating memory and mobile leadership

Cerebras Systems 3Q26 earnings: macro resilience, sector performance, and future outlook

Chinese AI firms reportedly race for overseas compute, fear upcoming chip curbs amid Nvidia spy case

Korean labor minister hears chipmakers on 52-hour cap amid dragging special-zone talks

Samsung reportedly in talks to acquire data center cooling firm Modine

China's eSSD order opens up US market opportunity for Samsung, SK Hynix

Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom

Samsung reportedly wins more AI chip orders from US cloud firms

CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs

SK Hynix, Intel explore shared memory to ease AI bottlenecks

Intel forms 23-company Korean AI alliance as it pitches HBM-free inference GPU

Megaspeed says it is strengthening US export-control compliance

Acer targets education market with AI teaching assistants and agents

Pegatron targets several-fold growth in 2027

Dutch court further curbs Wingtech's control of Nexperia, widening China chip supply chain split

Doosan clears SK Siltron merger reviews; deal could close by end-2026

LGES, Samsung SDI target 2Q27 LFP battery production for AI servers

Reports emerge tying Alice Huang's business web to Huawei Cloud

Cisco lifts FY2027 outlook after record earnings, with AI networking revenue set to double

Nvidia's 14-point GPU checks tighten AI server supply; full prepayment and 2027 price hikes loom

FICG returns to growth in 3Q26 as 1.6T enters mass production

AMD and PsiQuantum expand partnership on quantum computing infrastructure

Sheffield, Taiwan firms target aerospace, defense semiconductor opportunities

CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns

Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%

Anthropic cuts CUDA migration costs, challenging Nvidia's platform moat

Analysis: The overlooked industry behind the Steel City — and the struggle to scale innovation

Exclusive: Made in Britain, enabled by Taiwan — the hidden dependencies behind critical chips

Samsung expands HBM packaging at Onyang as Cheonan runs short of space

Samsung launches 30 AI glasses with Google and eyewear brands

Europe's AI ambitions hinge on power semiconductors, and on fending off Chinese rivals

Exclusive: Can quantum computers escape the laboratory? Aegiq reimagines computing's industrial future

From personal scandal to national security probe: how Nvidia chips reached China's AI giants

Analysis: Beyond silicon, North East England's semiconductor revival confronts an old industrial dilemma

Apple's iPhone Duo stumbles in China over app glitches and falling resale prices as Huawei dominates

Malaysia probes possible Nvidia GPU re-exports to China, targets Megaspeed links with tighter data center rules

SpaceX-Tesla merger talks advance towards US$3.4 trillion deal, with China ties complicating approval

Commentary: Can Nvidia's AI moat survive without Jensen Huang?

AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says

Former Nvidia CEO Jensen Huang agrees to testify before Congress

Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales

CMC Magnetics' operating profit surges 20-fold in 1Q–3Q26

E Ink Holdings' assets hit record NT$127.4B as it targets AI materials

SpaceX's US$74 billion Texas-Arizona AI data center expansion faces local opposition and political hurdles

Singapore bars Alice Huang from reentry, says investigation into Megaspeed remains ongoing

SK Hynix's HBM4 yield tops 70% as Samsung expands chip packaging capacity

Asus sees no major order impact from financing and data-center regulation changes

Applied Materials posts record fourth-quarter revenue as AI-driven chip equipment demand accelerates

Asus expects the 2027 PC market to shrink 10–15% as memory costs bite

Asus reports record third-quarter revenue as server business grows

Lutnick's clash with Treasury over Nvidia chip curbs deepens as White House weighs his future

Remote access emerges as biggest gap in US chip controls as Congress and Commerce move to close it

LG Chem reportedly developing MR-MUF materials for HBM on top of NCF work

Nvidia's roadmap is set through 2028, but its tempo, talent bench were built around Huang

Compal splits server R&D and sales into subsidiary

AMD, Broadcom, custom chips eye an opening as Nvidia loses its founder CEO

SMIC posts record third-quarter revenue as factory utilization nears full capacity

Huang's exit leaves Nvidia's role as the AI industry's financier without its dealmaker

Nvidia's interim CEO Colette Kress signals stability first as board weighs future after Huang

Analysis: Nvidia's leadership change leaves Taiwan suppliers confident in near-term demand

Quantum computing faces security, geopolitical, talent hurdles

Inside Y Combinator's Taipei debut: lessons from the accelerator's first Startup School in Asia

Samsung reportedly moves up 8-inch foundry exit to 2029, outsources some production to UMC

Qualcomm begins India job cuts as handset chip sales slide

India unveils indigenous AI models under IndiaAI Mission

Pegatron 3Q26 operating profit jumps 150% on strong server, smartphone shipments

Taiwan’s drone makers look beyond hardware to AI

Analysis: Relationships built on Jensen Huang's personal ties now face test

Nov

12

2026

Jensen Huang resigns as Nvidia CEO; CFO Colette Kress named interim chief

Micron says it has not required waivers and will keep negotiating in Taoyuan labor dispute

Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs

Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27

Foxconn sees high-double-digit AI rack growth in 2027

Aleees makes Tainan plant launchpad for North American LFP expansion

Chinese universities obtain Nvidia chips despite US export controls

Naver signs US$1.5 billion AI cloud deal with US firm

India's Tata Electronics reportedly seeks up to US$2 billion in loans

ByteDance plans to release Muse-like AI agent in coming weeks

Synnex pivots to AI solution enabler, targets continued growth in 2027

China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine

SoftBank rejects Musk's default claim, books JPY597.2B data-center loss

Sharp sells LCD color filter plant to Nitto Denko for JPY22.2B

Amtran's 3Q26 profit tops 1H26 total as non-TV shipments surge

Sam Altman warns Samsung of short-term AI demand volatility

Chinese media question timing of Huang allegations amid chip controls

Kwang-Hwa swings to profit in 3Q26 as EPF film line nears launch

Meta infrastructure chief to hand over AI compute role in 2027

Taiwan's electronics industry targets four overseas tech parks under TEEMA's global expansion plan

Samsung and Hyundai forge AI alliance

Chinese models capture 89% of US corporate spending in open-source AI

Huawei's new OSTA smartphone brand targets wider displays, AI features ahead of November 20 debut

Toyota to assemble and sell Japanese light-duty trucks in the US, with sales starting in 2H27

Intel China wants to turn untapped renewable energy into AI tokens with computing pods slated for 1H27

Samsung moves up HBM packaging plant opening to June 2028

DIGITIMES Insight: Entering glass substrate era, core layers are no longer an exclusive process for substrate makers

DFI targets industrial edge AI, with automation leading 42% of opportunities

South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports

AI bottleneck shifts from compute to power; European supply chain sees power semiconductors as next shortage

DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls

Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth

Taiwan's quantum push gathers momentum as Asus, Compal and global tech giants join forces

Mitsubishi Gas Chemical bets on AI packaging with Thailand BT materials line

IBM plans 1,040-qubit quantum system for 2027

Exclusive: A world where everything has a chip—Pragmatic reimagines the boundaries of everyday intelligence

Tekscend's cost strategy and global edge

Innovation, AI investments will shape the future, says Kinpo president Hsu

The China chip self-sufficiency paradox: YMTC eyes 2027 IPO as restricted Nvidia GPUs reach Chinese universities

AUO and Innolux target 2028 commercial breakthrough in semiconductor packaging

Samsung Display, BOE weigh low-cost OLED panels as phone sales fall

Apple, Samsung reportedly developing new foldable glass for 2028

TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities

Nvidia spy case puts Jensen Huang's family in spotlight amid lack of succession plan

Lite-On eyes CPO expansion as advanced optocouplers drive 2027 growth

Electronica forum identifies wages, energy as Europe's tech bottlenecks

AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave

TECO pivots to AI infrastructure services with Japan project

ABF substrate shortage to last through 2028 as Wah Lee targets next-gen products

Samsung, AMD team up to upgrade chip testing

Wolfspeed returns to GaN as CEO touts vertical integration

PCB giant Zhen Ding targets 2028 for 50% AI business revenue share

Ennoconn posts record third-quarter revenue, targets 20% ROE by 2030

Samsung explores electronic skin for humanoid robot hands

China spy allegations intensify as Taiwan revokes Alice Huang's entry permit

Commentary: AI trend holds despite looming funding squeeze

Mitsui Kinzoku bets on AI copper foil with JPY190 billion investment in Malaysia plant

MTI seeks private placement after 5G ORAN, LEO plans falter

US data center policy clouds AI capacity outlook, MetaAge says

AP Memory sees IPD silicon capacitor orders booked through 2H27, pursues dual-track strategy with UMC

Asia Vital posts record 3Q26 profit on AI server cooling demand

Taiwan mobilizes academic R&D to address post-Moore semiconductor equipment gaps

SoftBank takes JPY768 billion AI hit, rethinks equipment strategy

HKC’s Mianyang Gen 6 OLED investment faces delays

Meta launches Muse Ember for repetitive AI workloads

iPhone, enterprise ICT lift Taiwan's telecom trio in October

Kia plans US$1.5 billion India plant expansion, spurring Korean suppliers

Universities aren't factories: Can a hot-rodding spirit drive semiconductor innovation?

Jensen Huang scandal could reshape China's AI chip landscape

E Ink Holdings expands Spectra 6 to 9 colors for Aura's 10-inch frame

AMD targets lower DRAM use with AI-predictive memory management

China's US$225 million space computing venture confronts cost of taking data centers into orbit

Taiwan's overseas cloud backups strengthen government resilience

Foxconn's in-person briefing to focus on AI deliveries, 2027 orders

Former Nvidia customer Megaspeed's liabilities balloon to nearly US$3 billion

Taiwan proposes expanding protected technology list to 46 items

Wistron posts record third-quarter revenue and profit, approves AI capacity investments

Quanta's AI server boom pushes 3Q26 gross margin below 5%

Aleees splits LFP cathode production between Taiwan and US

Fitpower sees AI, e-paper, and power ICs driving growth into 2027

Nvidia board meets on Jensen Huang's future as succession gap comes into focus

Nov

11

2026

Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban

AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story

Diamond Foundry says it has grown a 200mm single-crystal diamond

Buima battery orders stretch six months as LEO projects advance

Samsung reportedly buys four silicon photonics patents from Rockley

Canon to launch KrF lithography scanner rated at 400 wafers per hour in December

Samsung targets early 2027 for first 3D Cube-H design kit

OpenAI 3Q26 revenue tops US$10B as losses persist

AMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

Dynamic Holding posts record 3Q26 revenue and profit on mix, price hikes

E Ink invests in Soofa to expand outdoor e-paper signage

Nexperia's China split raises costly question: what is Wingtech owed?

Infineon says data center orders already exceed target as factory output sets ceiling

Ingentec revenue jumps 79% in first 10 months

Intel targets agentic AI with GPUs, Xeon

TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat

SK Hynix locks in over half of 2027–28 capacity as smaller buyers turn to spot market

AI's grip on capacitor supply leaves consumer electronics facing steeper price hikes

Infineon's record quarter shows power chips moving from cyclical recovery to AI-led growth

Advantech's Korea business grows 67% in first three quarters, says incoming CEO

Alibaba files to spin off chip design unit T-Head for Hong Kong IPO

Global regulators tighten smart glasses rules, testing Meta, Amazon

Brinno posts five-quarter high on defense imaging demand

Cadmen CPC, Industry 4.0 projects lift 4Q26 outlook

Asia Electronic Materials advances PTFE Hybrid solution for AI clients

AI demand drives record revenue for Altos through October

Acer Synergy Tech rides semiconductor demand to record revenue

Powerlogic revenue falls 39% as AI chip shortages hit gaming

Nvidia's OOI architecture paves way for optical interconnects in GPUs

Nvidia security probe puts Taiwan supply chain orders under scrutiny

SK Hynix taps HBM veteran to lead US business as competition intensifies

Anthropic expands its business suite amid its IPO filing and launch of Fable 5.2 and Mythos 5.2

Intel expands 18A reach with Wildcat Lake AI PC chips

China's Nebula project links AI chips to satellites in bid to take computing beyond Earth

SynPower and AblePrint to co-develop equipment to curb substrate warpage

Cooling solutions provider AVC starts shipping double-sided cold plates for AI servers

Taiwan lets companies fast-track or delay patent examinations

From lab to commercialization: will quantum tech see a 'Sputnik moment' by 2030?

DIGITIMES Insight: Why Linux could outpace Windows in race to power local AI agents

China's Huaqin looks beyond AI servers with US$150M wafer foundry investment

Infineon says it processed functional power devices on 300mm SiC wafers

China's HISIGK takes a specialty route into lithography with MEMS, AR optics

Amtran surpasses 2025 revenue, launches SiPh product line in 4Q26

Acbel enterprise power share rises to 59%; fuel cells, data centers drive growth

Wave Photonics eyes Singapore as Asian quantum hub

Taiwan says it is reviewing information on alleged spy linked to Nvidia CEO

Tatung October revenue falls 8% year on year as Elitegroup shipments slip

Changs Ascending rides semiconductor expansion into AI data-center power

Qualcomm names Samsung, Micron as memory suppliers in annual filing

CATL's lithium-air research confronts the endurance problem behind 2,000km EV range

Memory shortage pushes server buyers to seek barebones systems, Smith says

Transcom Technology sees fourth quarter defense shipments gaining momentum

Ubiqconn October revenue jumps 79% on month as component supply eases

Taiwan connections draw attention in Jensen Huang controversy

Hiwin Technologies profit outpaces revenue as gross margin hits 36.3%

SK Hynix taps Nvidia to speed up memory chip simulations

Inside Anthropic's blockbuster IPO: strategic tech alliances, massive compute commitments, and the dual realities of AI growth

ChipMOS posts highest profit since 2022, revenue up 30% in 10 months

ASMedia raises own-brand prices as chip supply costs climb

Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub

Hiwin sees strong 2027 as orders stretch into midyear

Commentary: Can Nvidia's founder-centric brand model hold up

Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028

CoreWeave rules out unsecured debt through 2027 and leans on customer prepayments, guiding to profit only in 2028

Sysgration targets doubled 2027 BBU orders from CSP upgrades

Nvidia probe: Did Alice Huang's access to Jensen Huang yield an AI chip advantage?

BMW adds LG Energy Solution and Samsung SDI to Gen6 battery supplier network

EU-UK electric vehicle origin rules due in 2027 sharpen tariff tensions with China

Rapidus reportedly falls behind schedule on 2nm chip production target, raising questions over Japan's chip ambitions

OpenAI unveils AI data center pact amid community resistance

Winmate sets profit record, starts drone shipments in 2027

Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty

Samsung and Nvidia demonstrate up to 3,800-fold speedup in chip simulation

Pegatron revenue falls 12% in October as AI server shipments stay strong

Ion Electronic Materials targets 2027 profit as specialty gases scale

AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty

Inventec sees high-double-digit server growth in 2027

Sercomm posts 3Q26 triple-margin gains, sees strong 4Q26 shipments

China's AI data center boom reveals a missing link

CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh

Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms

Topco Scientific makes European semiconductor show debut, targets localized foundry opportunities

TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy

Nov

10

2026

Spy probe highlights Nvidia's heavy reliance on CEO

UK space firms eye Taiwan's chip and hardware ecosystem, global satellite production scales up

Qisda ramps up AI investment, sees data-center slowdown as short-term

Apple files China registration for Apple Intelligence on iPad, Mac

SoftBank Group, Grab, PETROS commit US$1.85 billion to Malaysian AI infrastructure

Anthropic's Fable 5.2 and Mythos 5.2 advance agentic AI

Y.S. Tech launches liquid-cooling lab as auto orders reach 2028

Acer posts 13-year revenue high on commercial PCs, tablets

Ericsson CEO bets on AI and in-house RAN chips as 6G, satellite competition loom

Yageo posts record October sales as China holiday weighs on Walsin's revenue

Nvidia showcases factory AI at Seoul event; Jensen Huang's daughter absent

Tesla to add production shift to meet Cybertruck backlog before its phase-out

Nvidia legal chief accused of interfering in Megaspeed probe

TSMC October 2026 revenue surges 59.7% on strong AI chip demand

Nvidia could face more scrutiny by new Congress in wake of spy probe

Three workers die at Tata iPhone parts plant, reviving scrutiny of Apple's India supply chain

Tesla plans Cybertruck exit after Model S and Model X; raises stakes for Cybercab and Optimus

SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control

Foxconn extends vertical integration across 5 battery layers

AI server demand squeezes India's PCB supply as material costs surge

Intel looks beyond 18A and 14A to reshape computing

Ennostar sees weak 4Q26, eyes micro LED, optical communications as growth drivers for 2027

Taiwan's GIS targets 800G/1.6T AI optics, with laser packaging ramp-up starting 4Q26

SK Hynix-backed Trinity Fab to test chipmaking tools in 2027

Jensen Huang drawn into spy allegations as China denies complicity

Wistron ITS eyes 2027 growth driven by semiconductors and gaming

Anthropic breach exposes 100+ South Korean enterprise Claude accounts

Middle East conflict and supply chain strains squeeze global automakers' margins

Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent

South Korea approves advanced display research platform

Rebellions calls for govt support to test AI chips in space

Nvidia, SPIL target CPO volume shipments in 2027

OLED smartphone panel market faces pressure in 2026, Counterpoint says

Automotive architecture shifts to zonal control as AI cyber risks rise

Samsung SDI reportedly set to lead early battery supply for Boston Dynamics' Atlas

Sharp eyes AI server deliveries in Japan as early as March 2027

Apple's OLED iPad Air targets 2027, SDC leads panel supply

Commentary: How will US midterms and Jensen Huang controversy reshape AI policy?

Nvidia probe fuels push for China chip curbs, raising risks for Samsung, SK Hynix

Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products

Phison locks in 70% of its 2027 NAND supply as AI demand surges

CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network

Trump says FBI examining Huang affair as Nvidia faces widening legal scrutiny

NASA launches US$10 billion in lunar transport contracts

Chenbro, AES stay optimistic on AI demand despite US midterm volatility

Mitsui Chemicals to acquire JSR for US$11.6 billion, targeting semiconductor materials growth

Google expands eighth-generation TPU portfolio to target secure, high-context agentic AI

Exclusive: Designing light for everyone—Wave Photonics seeks to make custom photonic chips accessible

Column: Nvidia explores PTFE for AI servers amid PFAS concerns

Taiwan's proposed Amazon Leo network would broaden emergency communications

Commentary: Why Nvidia's board would struggle to replace Jensen Huang

TIER sees Taiwan growth slowing to 6.45% in 2027

Commentary: China's emerging semiconductor investment empire takes quieter route to dominance

Exclusive: Quantum without quantum computers — QuInAs bets on quantum tunneling to break AI's memory bottleneck

Global smartphone revenue rises despite sharp shipment decline

AI demand pushes memory chipmakers to outsource more photomasks, Tekscend says

Taiwan begins 6G spectrum prep as 4G licenses expire in 2030

KHGEARS posts record October revenue as new product shipments continue

Environmental engineering and advanced process materials drive Topco's revenue above full-year 2025 level in first 10 months

7STARLAKE, South Korea's Raion Robotics, builds Taiwan AI platform

Trans-Sun Materials Technology sees AI server, robot growth defying US political shifts

Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY

Y-S Electronic tops 2025 revenue in October 2026, expands AI server push

ITRI forecasts global EV sales to grow 11.9% to over 36 million units in 2026; BYD set to join top five automakers

Taiwan telecom leader pledges more film, TV investment as OTT competition intensifies

Winbond sees AI data center buildout largely secured through 2028, flags 2029 as possible turning point

Winbond to run Infineon flash unit as independent, fabless Spansion brand

Agility Robotics lists on Nasdaq, faces profit test despite US$300 million order

Phison Electronics' AI business tops 50% of revenue in 3Q26

Taiwanese engineering company Yankey holds NT$57.1 billion orders, Kumamoto wafer fab project to boost 2027 revenue

Intel targets silicon photonics, in-memory computing beyond GPUs

Exclusive: influx of Chinese capital drives gallium oxide substrate price cuts toward 2027

Winbond chairman urges restraint in memory rally, expects 30-month bonuses as Nuvoton plans succession

ePaper manufacturer E Ink to buy manufacturing plant in Taiwan for NT$2.78 billion, teams with Taiflex on AI materials

Singapore fab set to drive VIS growth as AI interposers reshape output

AI demand points to tighter capacity, higher prices at Taiwanese foundry service Vanguard

Research Insight: FIT expands liquid cooling connector lineup for Vera Rubin NVL72

South Korea plans first orbital AI data center test for 2028

Infineon bets on 800V DC for megawatt AI racks

Japanese chipmaker Rapidus targets Taiwan’s chip cluster model, plans 3 more Hokkaido plants

Horngyu targets global grid market with AI, power integration

Automotive component maker PMX doubles semiconductor revenue share to 20%

Infineon, Solum expand cooperation on HVDC power for AI data centers

Seoul court rejects LG Chem bid to halt Ronbay unit's cathode output, report says

India approves INR75 billion in electronics projects, expanding materials production

Exclusive: Quantum beyond quantum—Photarix bets on a new era of semiconductor photonics

Lens Technology to start glass substrate pilot line by year-end, eyes Korean chipmakers

Exclusive: Quantum Motion makes 10,000-fold leap in chip integration, but qubit control remains the real test

Inside Huawei's 100% domestic desktop: How China is accelerating supply chain self-reliance

Hanwha Semitech taps new CEO as chip equipment sales more than double in 3Q26

CoreIntelligence sees imaging shipments fall in November

Simplo Technology reports lower third-quarter profit as laptop peak season disappoints

Himax sees 4Q26 auto DDI orders plunge

Tong Hsing buys Global Testing to become integrated OSAT provider

Laster Tech posts third-quarter loss as shortages delay shipments

Systex hits record October revenue on overseas semiconductor expansion

Taiwan exports hit record US$96.76 billion in October

Nov

9

2026

Nvidia's Taiwan partners rally despite Jensen probe

Taiwan President taps chip strengths for self-reliant space push

SK chief defends Samsung and SK's US$3.5 trillion investment plans

KYEC warns AI demand is amplifying semiconductor supply-chain risks

Musk targets 3Q27 launch for Nvidia-powered space data centers, massive scale by 2029

Nvidia teams up with SK Telecom and Rebellions to develop AI inference systems

AI chip testing demands lift Taiwan's wafer testing specialist HTSI as October revenue surges 62%

Foxconn unveils second-gen PEARL satellites at expo

Megaspeed chip smuggling probe puts Nvidia NCP certification under scrutiny

Anthropic buys US$3.4B in generators for AI data centers

Texas AI data-center expansion hits brakes under new governor

Doosan expands CCL production in China and South Korea to meet AI demand

Samsung, SK Hynix race to secure EUV tools as ASML warns of shortages

US-approved Nvidia H200 handlers in China include firms with empty offices and blacklist ties

Nvidia's Korea deals proceed despite Jensen probe as Kakao Mobility signs Level 4 autonomous driving pact

Exclusive: Gallium oxide prepares to tackle power semiconductor market with 6-inch mass production and 8-inch breakthroughs

DeepSeek Harness active users quadruple as plugin ecosystem expands

Chang Wah Technology holds high utilization, boosts China investment

Paras Semiconductors teams with US-based BroadPak on advanced packaging plant in India

Samsung, SK Hynix, Micron forge rare alliance to pave way for unmanned chip fabs

China extends 24% US tariff suspension, but Section 301 threat clouds trade truce

Samsung's Texas fab may begin trial runs in December

Musk's Terafab reportedly targets memory output on par with Samsung's DRAM capacity

Onsemi drops US$2 billion Czech SiC expansion amid pressure from cheaper Chinese wafers

In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030

Microsoft reportedly phasing out Oracle compute, reassessing cloud deals

China's smart cockpits reach 100% domestic assembly, but foreign tech still controls over 70% of the core

Musk says SpaceX annual recurring revenue likely to top US$500 billion by December 2027

Robots spur transmission makers to target customized niches

China's lithography ambitions gain ground as SMEE claims 90% local sourcing in chipmaking tools

South Korean equipment maker Naintech supplies TCL CSOT via LG for 8.6-generation inkjet OLED line

Alphabet's Qualcomm stake signals deeper partnership as chipmaker targets AI data centers

Taiwan's Everlight Chemical revenue rises on electronic chemicals growth

Commentary: AI investment doubts rise, but chip demand keeps surging

China Mobile's US$75 billion 2027 procurement plan signals a seismic shift towards AI computing

Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints

Innodisk says AI applications now generate more than 40% of revenue as 3Q26 profit jumps

UKSC highlights three UK semiconductor strengths for Taiwan

US Department of Defense commits US$75 million to Halo SiC wafer expansion

Taiwanese wireless communications company Climax Technology's 3Q26 margins hit by memory, component costs

Surging AI demand turns CoWoS into a headache; securing packaging capacity becomes top priority, says MediaTek deputy GM

Wiwynn posts record 3Q26 revenue and profit, boosts US, Malaysia investment

Fire breaks out at Foxlink’s Tucheng plant in Taiwan; crisis team formed

UK chip leader believes US midterms won't disrupt global semiconductor ties

Exclusive: Quantum Dice challenges silicon's computing limits with 300-fold probabilistic acceleration

Transcend sees DRAM supply potentially halving in 2027 as memory prices plateau

Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics

Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production

Inside the Siri overhaul: Apple's performance in the AI race

Wistron October revenue more than doubles as AI server demand surges

MediaTek, Qualcomm shift focus to cloud AI as smartphones stall

Toyota launches robotics unit, leveraging factory data

China's YMTC targets 70% domestic chipmaking tools, but advanced NAND still has foreign dependency

Semiconductor testing company KYEC keeps US AI chip testing plant on track despite election shift

India's semiconductor expansion faces testing capacity risks as OSAT investments advance

Nvidia cancels South Korea trip of Jensen Huang's daughter over family reasons

Sino-American Silicon Products posts record revenue in first three quarters of 2026 on AI, energy demand

Trump says Huang should stay on as Nvidia CEO as board opens spy probe

Taiwan telecom provider FarEasTone evaluates AIDC demand, has no new build plans

ECS sees 4Q26 shipments plunging 56%, targets edge AI

Adlink's shift beyond industrial PC hardware unlocks stronger margins, growth

Monitor panel prices hold in November as notebook pressure mounts

Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3

Elan Microelectronics pursues dual-track PC strategy as AI, ADAS, drone lines ramp up

PMIC supplier GMT sees upside in potential AI spending slowdown

PCB manufacturer Zhen Ding Tech sets new revenue record, sees 4Q26 peak to continue

IC test-interface supplier WinWay hits AI, HPC record in 3Q26

GSEO revenue drops 20% in October 2026 on China holiday, delayed launches

Adata revenue to dip slightly in 4Q26 as AI investment shifts overseas

Nittobo's T-Glass supply crunch deepens despite 3.6-fold capacity expansion plan for AI chips

India roundup: India electronics manufacturing expands amid AI-driven supply constraints

Exclusive: From quantum breakthroughs to industrial reality, UKSC weighs Britain's ambitions at London showcase

Weekly news roundup: AI compute race intensifies as DRAM rivals diverge and chipmakers expand investments

Commentary: China's AI data center catch-up hinges on three US policy scenarios

Nvidia board opens independent probe after CEO Jensen Huang admits to affair

TSMC reaffirms foundry focus after report of 3D DRAM plans for Nvidia

Nov

7

2026

US-China trade truce gains breathing room as BIS extends 50% Affiliates Rule suspension into 2027

WT Microelectronics Chairman says AI growth holds as auto, industrial markets recover

Quantum computing company IonQ raises 2026 revenue forecast above US$500 million on commercial growth

Global AI memory crunch drives Taiwan to launch advanced memory initiative

Solidigm eyes US NAND fab as funding questions linger

US Navy seeks fuel-powered or hybrid drone for Marine Corps resupply

Samsung reportedly sells 300 chipmaking tools to DB Group

Interview: Infineon's first RISC-V automotive MCU is built for a decade-plus production run

DIGITIMES Insight: Cloud LLMs drive sharp increase in KV cache demand; establishes three key directions for SSD development

Analysis: Britain's semiconductor paradox—world-class innovation, but who captures the value?

Nov

6

2026

US lawmakers request briefing with Nvidia's Jensen Huang on dealings with Megaspeed executive

Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook

Moonshot AI reportedly seeking access to Nvidia GPUs through European neoclouds

YMTC targets up to 70% Chinese tools for new NAND fab

Democrats constrain Trump as scarce AI capacity benefits CSPs

Taiwan Mobile clears Systex tender offer, securing 61.02% ownership

Nvidia reportedly buys glass substrate samples from Korea's JNTC

Vivo, BYD formalize alliance: Why automakers must capitalize on smartphone integration over proprietary apps

Wistron ITS reports record third-quarter profit as AI and semiconductor focus accelerates

US election backlash reshapes AI data center expansion strategies

Huawei, Alibaba among 20 Chinese tech firms confronting AI agent security, algorithmic exploitation

Taiwan science park debt tops NT$160 billion as NSTC targets faster repayment

Tencent launches Hy4 model to boost visual reasoning, AI safety

Qualcomm validates HBC memory architecture, targets AI250 samples in 1H27

EOI posts record nine-month results, readies Mexico plant for 4Q26 production

Democratic Congress set to challenge Trump on energy, AI, and EVs

LX Semicon posts first quarterly operating loss since IPO

TV panel makers hold prices firm in November despite fading demand, with supply cuts proving crucial

China's NSIG sees silicon wafer prices rebound, but profitability remains elusive

China's chip equipment makers ride record AI orders into 2027, but new challenges lie ahead

Samsung speeds P5 Fab 2 construction as memory chip shortage looks to last through 2028

Taiwan-UK tech ties could support Europe's chip autonomy drive

Meta faces political pushback over US data center expansion

Commentary: YMTC's record NAND profits mask bigger risks behind its reported IPO delay

V5 Technologies posts 69.7% revenue growth in first 10 months

Taiwan’s Niching posts 369% operating profit jump after folding in thermal-management maker

Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates

Rehear Audiology partners with Saudi group on AI hearing care

SK Hynix AI arm buys US$377 million stake in Penguin Solutions from SK Telecom

Why US midterm sweep could cost China's AI exports more than it gains

Texas governor-elect Hinojosa seeks data center freeze, SpaceX land review

Primax bets on B2B pivot for double-digit growth through 2029

Memory maker Transcend's operating profit falls 40% from second quarter, but nine-month earnings reach record

Foxtron stresses localized supply chains as protectionism rises

Samsung, SK Hynix eye AI inference boom as South Korea's SSD exports soar 584%

DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion

Taiwan-US teams target Navy unmanned boat tender

SDC sees weak 2027 panel demand, eyes foldables for profit

Taiwan targets reusable rocket manufacturing in 2027 strategy to rival SpaceX

ODMs confident Democratic midterm win won't derail AI data centers

Chenbro accelerates new server projects for 4Q26 mass production

US voters' backlash against data centers tests AI growth, Musk's empire

Hua Hong Grace eyes silicon photonics expansion as AI chip shortages lift pricing power

Innolight starts US NPO pilot production with Tower for AI optical interconnects

EnliTech revenue jumps 71% in October as SiPh testing accelerates

China's LCD cuts and price hikes threaten Samsung TV profits

Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom

LG Chem targets cathode growth while advancing petrochemical restructuring

US governors diverge on data center pause policies after election wins

LG Chem's battery growth fails to offset renewed petrochemical losses

Democratic-controlled Congress may curb Trump's auto agenda

Meta acquires AI coding startup Conductor for multi-agent tools

Sony's entertainment businesses lift profit as hardware and sensor demand diverge

WT Microelectronics expects AI pull-in momentum to last through 2027

Acer's 3Q26 net income hits five-year high with all three key margins improved

Eiso Enterprise boosts profit as AI server BBU shipments ramp

Naver's Nvidia-backed AI factory faces crucial test after US$9 billion deal

Samsung SDS begins construction of 60MW AI data center to support factory robots

Ecarx posts higher 3Q revenue, but memory costs squeeze margins

Pluggable optical module forms diverge; rack design emerges as key variable

Macronix chair warns AI will not brake, Taiwan Strait risks persist to 2027

AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster

Coupang expands Taoyuan logistics center to improve bulky-item delivery

Murata-Maxscend RF chip patent battle hits Samsung's older Galaxy devices

Macronix chairman pledges US$2 million to link NCKU with Stanford for top tech talent

Foxtron aims to turn Taiwan's automotive supply chain into a global net-zero force

Acer Gadget expands lifestyle accessories as PC market weakens

India's premium shift shields Apple from decade-low smartphone slump

Taiwan panel makers win Tier 1 foothold in automotive displays

SuperAlloy enters semiconductor pilot production in 3Q26

Apple's OLED shift challenges Radiant, but foldable iPhone offers a way forward

DIGITIMES Insight: Foxconn extends AI strategy to data center system integration, targeting modular computing delivery with DSX POD

Chicony shifts toward premium PCs, AI applications as demand weakens

Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion

Chunghwa Telecom targets 200,000 Google AI subscribers in consumer-facing AI expansion

Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration

Taiwan's server makers commit billions to Texas as new governor vows data center moratorium

TI targets next semiconductor supercycle as humanoid robots surge

US midterm elections shake-up leaves Samsung, SK Hynix facing AI data center risks, CHIPS Act opportunities

Nov

5

2026

Micron has paused a Taiwan cleanroom since October amid labor dispute, but keeps EUV plans

Largan consolidates camera actuator unit as optical business expands into CPO

Foxconn October revenue tops NT$1.3T on consumer and AI demand

Taiwan tech firms disclose US$2.9 billion in Texas factory commitments as data center curbs loom

Acer reshuffles executives as Chan-ping Bo takes product, procurement role

Advantech founder to hand CEO role to embedded IoT head

HP names former GSK chief Emma Walmsley as CEO

The 346-GW question: Will anti-data-center votes slow America's AI buildout?

Advantech sees high-double-digit growth through 2027, driven by AI and semiconductor equipment

Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics

Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing

NAND prices face pressure as end demand freezes in 4Q26

Toyota, Waymo target Robotaxi market with dual-track strategy

AI demand lifts Kyocera revenue as company raises forecast again

Beijing restricts equity listings amid market slump as YMTC pauses its stock market debut

Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal

Qisda revenue rises 13% in October as AI businesses accelerate

Chipmakers rush to secure equipment for 2029 as lead times top two years

EU launches EUR525 million push to close chip design gap

CHT ICT orders surge 84% as 3Q26 results beat guidance

Cirrus Logic rides iPhone content wave, but backend squeeze, PC slump cloud the path ahead

China's Big Fund III pivots to 12-inch chip fabs, equipment acquisitions to close semiconductor supply chain gaps

Price hikes, market saturation curb global telecom, consumer electronics export growth

Qualcomm to debut 6G terminal prototype at China expo, bringing AI memory to smart glasses

SDC auto OLED shortage leads Li Auto to ship new Mega with LCDs

Apple opens AI beta in China with Qwen-integrated Siri

Flexium eyes 2027 breakthrough as PTFE enters mass production in 2028

Ukraine's top unmanned fleet developer looks to Taiwan for critical components

Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business

Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply

South Korea's Moreh claims AMD MI355X delivers over twice Nvidia B200's inference throughput

Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs

Taiwan accelerates unmanned boat fleet as experts urge allied cooperation

US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips

ELAN, Thunder Tiger, Gallopwave team up on 11 chips for all-domestic AI drones

TECO deepens robotics push, targets dexterous hands

Pegatron drives Scope 3 decarbonization through digital platforms, supplier engagement

Samsung reportedly plans 2nm fab to boost HBM base-die output

Taiwan digs deep: 2,049-meter geothermal well strikes 140°C in Taitung

Memory surge leaves 8GB iPad Pro behind on AI

SK Hynix leads HBM4 yield at 60%, expands DRAM supply

Arm reports record fiscal 2Q27 revenue on licensing momentum and AGI CPU demand

MUFG, SMBC to renew JPY600 billion credit lines for scandal-hit Nidec

Inventec server demand drives record 10-month revenue

Winbond approves US$2.2 billion fab expansion, seeks long-term deals with 10 customers

Syntec Technology's new factories in India, Malaysia to push capacity to more than double in 2027

QuantumDiamonds targets HBM defects as it develops inline inspection tool

CXMT prepayments surge 16x with DRAM shortage lifting market share

AI doubts mount, but server supply chain still sees strong demand

Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team

Mitsui Chemicals reportedly plans US$8.2B acquisition of JSR in Japan chip materials push

GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

Corning starts optical connectivity output in western India, plans larger adjacent plant for 2027

OpenAI moves deeper into software infrastructure with Pierre acquisition plan

Qualcomm wins Starlink Mobile infrastructure deal as SpaceX advances terrestrial network

FPT starts chip-testing plant trials in northern Vietnam, plans packaging expansion

Google commits US$15 billion to expand Malaysian data centers in 2027, 2028

Asia Optical posts record Q3 profit, ramps CPO, AI optics push

GlobalFoundries revenue rises 13% as data center demand offsets mobile decline

Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains

Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties

Taiwan-Netherlands launch four photonics R&D partnerships

oToBrite and Yuan build robot vision chain for Nvidia platform

Chicony Power profit hit by notebooks in Q3 2026

Airoha targets multibillion growth as 100G ramps, 200G tapes out

Empyrean's EDA acquisitions could give Korean chip designers cheaper tools—and stronger Chinese rivals

AI chips need 1.5 years to move beyond cloud: HCLTech

DIGITIMES Insight: TSMC, ASML's 2031 photomask target puts High NA EUV suppliers on the clock

Murata, Samsung Electro-Mechanics reportedly secure Winbond's silicon capacitor capacity

From assembly lines to front lines, defense opens new opportunities for automakers

AI squeezes chip component capacity as Zyxel flags longer lead times, higher memory costs

Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration

Subsidies pave the way as cheap cells squeeze Taiwan's energy storage players into a profit battle

Taiwan's power density tops Japan, South Korea as AI drives Southern Taiwan Science Park load

Nov

4

2026

Former Intel packaging chief Navid Shahriari joins MediaTek as senior vice president

Waymo fleet crowds San Diego chargers, straining EV access

Ohio voters approve data center ban that could derail Amazon's US$2 billion plan

US midterm election results shift toward AI oversight and data center regulation

Innodisk advances AI data center push with eSSD, DDR5 products

Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling

Broadcom loses final appeal over Samsung chip supply deal

Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery

Weblink International posts record 3Q26 profit on AI demand

Pegatron chairman says AI crisis fears after Democratic midterm win are overblown

Global chip sales top US$500 billion in a single quarter for first time

Taiwan advances virtual asset governance as FSC unveils new regulatory framework

Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers

CHT expands Google partnership with AI services

Intel reportedly targets DDR4 upgrades with Raptor Lake Next

GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply

Why defense's blue ocean is no smooth sailing for automakers

Samsung to reportedly make AMD, Nvidia HBM base dies at second Texas fab

PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track

Reflect Orbital targets 50,000 mirror satellites, sparking light-pollution concerns

AI flash could cost 90% less per GB to make than HBM4 but squeeze NAND supply

Explosion at Panasonic CCL plant in Taiwan injures five, two missing

High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers

Apple eyes sputtered HMO process for next-gen OLED

Supermicro eyes faster cash conversion as turnaround times shrink to 74 days

Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components

SpaceX is reportedly building AI data centers faster than anyone

Acer Intelligence Space eyes India growth after strong appliance sales

AEB 3Q26 revenue jumps 70% on AI demand

Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness

UTI begins iPhone Duo UTG shipments to Samsung Display

Taiwan launches first maritime unmanned vehicle expo

Zhongji InnoLight revenue and profit more than double in 3Q26

LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger

CAS Space's Kinetica-2 joins Spacesail deployment, raising stakes for China's commercial rockets

Solidigm IPO cancellation puts SK Hynix's Kioxia stake in focus

GigaDevice sees tight niche DRAM supply, slower price gains

Decoy processors carry Korean HBM past US export controls into China

Apple China revenue hits record as memory costs test growth

TSMC's acquisition of AUO plant reshapes panel supply chain

Apple expects MacBook Neo shipments to double in 2027, sources say

Rising LEO satellite share cushions Syncmold, PC market misses peak season

Samsung leads Africa smartphone market with installment plans

iPhone Duo opens new growth path as AI, services, costs test Ternus

Nanya Technology's October revenue hits record high for 12th consecutive month as prices rise and shipments decline

Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO

South Korean chipmakers face financing dilemma behind AI memory demand

Commentary: Apple's results mask uncertain demand as supply constraints ease

US chip curbs on China complicate SK Hynix's US$45 billion NAND plan

OpenAI taps former Uber executive Jill Hazelbaker to lead corporate affairs

Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies

Onsemi targets every stage of AI power delivery while holding back automotive restocking

Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test

DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia

AMD expands server CPU ambitions as Helios moves its AI business to rack scale

Nexperia takes Wingtech to court over alleged rival chip supply chain in China

Analysis: Foxtron led Taiwan's EV market during Tesla's delivery lull

AMD expects more than 80% revenue growth in 2027, led by data centers

AMD plans for a weaker PC market in 2027 as embedded growth gains momentum

Why Marvell's Lumentum deal could send more AI optics orders to Taiwan

Winbond profit surges 12-fold in 3Q26 as gross margin tops 70%

Bosch creates semiconductor division to expand in robotics, external chipmaking

Screen doubles investment as Kyoto equipment site takes shape

LG Energy Solution's storage battery surge restores core profit as spending falls

AMD's data center surge shifts growth toward AI systems as cash conversion weakens

Supermicro's record AI server sales put margins and cash conversion in focus

Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand

Samsung Electro-Mechanics' long-term deals top KRW5 trillion

USI to launch Wi-Fi 8 SiP modules in 1Q27 for AI devices

Macronix sees new memory strategy emerging within 6 months

Powerchip stake dispute puts Tatung, Yageo takeover battles in focus

Team Group expands capacity 50% for AI, industrial control as memory shortage peaks through 2Q27

Column: Can post-quantum encryption survive AI's next breakthrough?

Taiwan eyes US FDPR alignment to block AI transshipment

Foxconn's AI infrastructure edge goes beyond assembly — precision manufacturing, vertical integration set a higher bar

Horngyu targets AI power demand with Vietnam plant, North American expansion

MediaTek targets global AI leadership as Nvidia invests US$3.5 billion

Nov

3

2026

CSBC Taiwan, Havoc advance local production of unmanned boats

South Korea urged to link chip fab support to local suppliers

Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs

Ceva takes NeuPro NPU into AI data centers, targeting efficiency gaps rather than Nvidia's dominance

Stellantis warns chip shortages could disrupt Fiat production in Italy

Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea

Foxconn's EV strategy opens new export routes for Taiwan

TDK invests JPY100B in physical AI sensors, targets 2029 production

Thunder Tiger flexes unmanned surface vessel capabilities alongside US companies

Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing

Google's Suncatcher milestone tests whether AI data centers can leave Earth

Samsung reportedly plans Galaxy-style TV lineup for 2027

OpenAI recruits former US Army secretary Dan Driscoll to strengthen its national security, cybersecurity ambitions

Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges

Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth

Motorola taps Taboola to bring trusted-media AI to smartphones

Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%

Panasonic Industry to invest JPY92 billion in AI-related circuit board materials and capacitors

Japanese distributor turns away new customers as DDR5 prices double

ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens

Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion

Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Gemtek joins three optical standards groups for AI data center development

TSMC's next US chip plant could land in Sherman

Analysis: AI supply chain expansion persists despite concerns over a downturn

Metaage posts 17% revenue growth through 3Q26, eyes AI expansion

Commentary: Foxconn charts its own path beyond humanoid robot hype

Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge

China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture

Geopolitical risks, sustainability pressures reshape Taiwan's specialty chemicals industry

South Korea aims to speed up chip fab openings by two years

Apple says 2nm transition is easing its advanced-node chip constraints

Samsung to exit 8-inch foundry business by 2030, report says

AI demand, resin shock stretch India PCB shortage into 2027

China's anti-price-war drive fails to ease solar overcapacity as four industry giants remain in the red

China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build

Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra

Malaysia sets 30% renewable energy rule for data centers as it tightens grid, water access

Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029

Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided

Nvidia strengthens South Korea ties at AI Day Seoul

Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

AI spending surge puts tech giants’ cash flow under scrutiny

MediaTek, Marvell, Broadcom battle for ASIC supply through 2028

AI boom raises financial crisis fears among US regulators

Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom

High inventories threaten Taiwan manufacturing PMI expansion

Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven

Apple's iPhone growth meets a tougher test on costs

Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers

SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices

Beyond the robots: Three companies to watch at FIX 2026

Samsung Electro-Mechanics starts mass production of ADAS MLCCs

Samsung reportedly in talks with Nidec to develop robot motors

Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join

DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals

Nov

2

2026

Powerchip Investment Holding files suit over NT$13.6B share-buying bid

China's self-improving AI advances towards AGI, but Z.ai founder warns of limits and risks

Taiwan aims to train 60,000 IC specialists by 2030

AI, geopolitics make Taiwan Thailand's third-largest trade partner in 1H26

US backs Anderon, GF quantum foundries as Intel targets QPUs with 18A process

Jinpao taps robotics contest to deepen Thailand ties, develop AI talent

Murata to invest JPY1 trillion in expanding MLCC capacity across Asia plants

Denso sees profits hit by memory costs, seeks price pass-through

TEL sees 90% profit surge as AI chip demand stays strong

AMOLED advances, hitting IT LCD panels

BenQ Materials targets premium displays and medical growth, seeks semiconductor materials breakthrough

AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend

Macronix wins IEEE Milestone — chair reveals how sNOVA transformed Taiwan's chipmaking

AI data center boom in Taiwan faces power, high-voltage line hurdles

Samsung to buy TCL CSOT stake from its own display unit for US$960 million

South Korea builds SMR ecosystem as SK Innovation advances Natrium tech, Samsung C&T pushes modular construction

Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains

RichWave sees Wi-Fi 7 reaching 50% share in 2027

Schneider and Foxconn accelerate modular AI factory deployment as token usage surges 60-Fold

Foxconn takes AI beyond clinical software with hospital partnerships and medical robotics

MediaTek pins second ASIC project and customer to 2028

Samsung partners with PXPay to bolster Samsung Wallet in Taiwan

Samsung's Lee bets on Japan for AI chip packaging edge

DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race

Exclusive: How Germany's fast-follower economy reshapes the AI PC race as local AI awaits killer app

Lite-On boosts 2027 capex as AI race raises stakes for CSPs

Sam Altman meets with Samsung, SK as memory crunch deepens

China's Empyrean Tech targets digital EDA gaps with US$32.9 million Easy-Logic acquisition

What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy

Dixon maps AI hardware expansion through Inventec, Gemtek, prospective packaging partners

Foxconn's FII, FIT join forces to tackle AI data center bottlenecks beyond computing power

Foxconn nears EV JV agreement with Poland's EMP as European expansion gains momentum

Dixon turns to joint ventures, components as price-led growth leaves margins thin

Exclusive: Metal adhesion poses challenge for aluminum nitride in AI optics

Nvidia to become Naver’s third-largest shareholder

Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group

FuriosaAI raises US$620 million, quadruples valuation to challenge Nvidia

South Korea's army advances energy transition with microgrids, hydrogen

India's Mivi opens electronics plant in Hyderabad as it moves into smartphones

EasyJet bets on Starlink for full-fleet connectivity by 2027

Apple Intelligence heads toward paid tiers in 2027, yet AI usage limits leave key questions unanswered

Rebuilding the American edge: How TSMC is driving US manufacturing and economic opportunity

Meta reportedly advances humanoid robot development with Chinese partner Fourier

Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI

Kioxia's AI storage boom faces a test as pricing gains moderate, shipments shift

Canada invests CAD1.6 billion in Cohere to build AI independence

Foxconn sees double-digit growth amid 2027 K-shaped AI market

Foxconn, Mitsubishi Fuso joint venture to launch on November 2 as Japan's auto industry opens up

Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM

Musk may let TSMC run his Texas chip fab as his do-it-alone plan stalls

Column: Samsung's memory boom reshapes its investment strategy

India roundup: India accelerates semiconductor push as states, chipmakers and equipment suppliers expand investment

NearLink looks to chip vendors to expand beyond Huawei ecosystem

Lite-On reports record third-quarter profit as AI revenue exceeds 30%

GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge

Nvidia's Korea robotics push gains ground as LG starts data factory operations

Humanoid robots, robotaxis take center stage at Korea's FIX 2026

Nytex targets 35% of sales from high-end materials by 2027

Seoul Viosys begins mass production of rare earth-free white micro LEDs

Analysis: Samsung's own memory unit pushes its foundry toward a 2027 capacity crunch

Nov

1

2026

The 20% problem: why Taiwan's imported equipment parts still carry 70% of the cost

TWM's BNPL users rise 49.9% as Taiwan targets gig-worker demand

Tesla at a historic crossroads as Musk bets on AI, space to revive growth

Foxconn expands AI deployment with smart manufacturing across sites worldwide

Interview: Pactum sees AI as a cybersecurity boon despite public fear

The pioneer behind TSMC's FinFET leap: a personal look at Chenming Hu

Six decades in the making: Why the world can't easily copy Taiwan's chip ecosystem

Oct

31

2026

Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure

TSIA 30: The manpower problem behind Taiwan's semiconductor resilience

TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy?

HHTD26: Foxconn says vertical integration drives 1+1 far beyond 2

Marvell-Lumentum talks put optical supply chain in focus

Radiant targets next-gen CPO above 6.4T, eyes 2028 mass production

AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years

Analysis: Elon Musk, Jensen Huang clash over neocloud survival

Global smartphone shipments fall 14% as brands launch more 5G models

MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%

TSIA 30: AI is breaking the sequential supply chain — Taiwan may be built for what comes next

Compeq plans sustained investment as AI infrastructure, LEO satellite demand grows

Ibiden expands AI packaging substrate capacity for Intel from 2029

Renesas expands AI data center capacity, targets 33.2% margin in 2026

Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet

DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China

Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand