DIGITIMES archived news

Asia

Apr

17

2026

Honda plans deeper China capacity cuts, targets Guangzhou and Wuhan plants

OpenAI's HBM push signals a new AI memory arms race

Lens Technology swings to loss on weak smartphone demand, FX pressure

Commentary: Robots are selling, but profits are not; data is the real prize

Samsung deploys AI across TV lineup to counter Chinese rivals and weather weak demand

C*Core completes internal testing of RISC-V automotive AI MCU with post-quantum security

MLCC, inductor prices climb as AI demand meets cost pressure

Samsung's VD division reviews China strategy as local rivals gain ground

Evalue launches 640kW ultra-fast charger, expanding fast-charging capacity

Samsung accelerates Taylor fab ramp-up amid Tesla AI chip deal

Whetron highlights AI vision and radar safety systems at Taipei AMPA 2026

Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs

Google reportedly in talks with Pentagon over classified use of Gemini AI models

Interview: AI compute startup TBC details biological computing platform linking living neurons and machine learning

Vingroup signs US$6.5 billion India investment framework with Maharashtra

Topoint bond deal signals wider supply risk for global AI hardware makers

Stellantis, Microsoft ink five-year deal to scale AI, cybersecurity

Spanish startup Openchip targets 2028 launch on agentic AI wave

Aurotek launches three AI robots to boost Taiwan's smart automation market

UMC signals 2026 wafer price adjustment amid tightening demand and capacity pressure

OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers

China outlines AI-led investment push and industrial upgrading under new five-year plan framework

China wafer maker NSIG lifts revenue on 300mm momentum

TSMC remains top choice for European AI chip startups amid capacity scramble

TSMC revises advanced process and packaging strategy

Sivers and Jabil partner on 1.6T optics to tackle AI power demands

Taiwan's OSAT expansion could tighten global test capacity and raise costs

The tumor chip from Taiwan that catches what mouse trials miss

Apple highlights record progress in recycled materials across products

Intel expands foundry push with Samsung executive hire

Analysis: ASML lifts 2026 guidance on strong EUV demand

ASML extends Low NA EUV to 2031, ramps up High NA production

China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip

Japan backs Sony image sensor expansion with up to US$380 million subsidy

Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Foxconn shifts US plant from simulation to operation with AI-driven factory setup

Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

Meta's Manus deal further exacerbates Chinese startups' exodus to Singapore and US

Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference

Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED

SK Hynix invests in RISC-V chip designer Semidynamics

Musk's foundry push forces chipmakers to rethink customer relationships

Taiwan's TPK profit jumps more than 20-fold on investment gains and chip exposure

With chip limits near, focus shifts to packaging and integration

Taiwan paves the way for stablecoin adoption as landmark law advances amid global trends

EU Chips Act 2.0 expected by late May, with stronger domestic focus

Taiwan and Japan solidify lead in transmission component market for humanoid robots

J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion

Apr

16

2026

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last

TSMC enters 2nm mass production, scales 3nm capacity

Thunder Tiger eyes LUCAS market with low-cost loitering drone

Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes

China smartphone market shifts to premium, Huawei and Apple lead in 1Q26

TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average

Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth

MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

EZconn posts 200% profit surge in March as high-fiber count shipments boost growth

China tightens rules against foreign supply chain decoupling

Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge

Genomics BioSci & Tech bets on AI to unlock gene-based longevity

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars

TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high

Rising component costs could shrink smartphone shipments by over 10% in 2026

China's homegrown GPU startups gain ground in global AI chip race

Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Cadence, Nvidia deepen AI partnership to reshape chip design and robotics

Samsung System LSI talent exits raise risks for Exynos and image sensors

Mobile manufacturers adapt to soaring key component prices with strategic measures

Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown

US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains

Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing

Taiwan says core trade objectives unchanged amid US Section 301 probe

A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan

Amazon cuts AI data center build time from 15 weeks to 3

Renesas reports accelerated MRDIMM adoption in China

TSMC says Applied Materials and JSR form top-tier chipmaking team

US tightens ban on Chinese components, reshaping robotics supply chains

ASE Holdings to acquire Innolux Fab 5 for US$460 million

Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue

Analysis: Nvidia links RISC-V to NVLink with SiFive investment

Mythos AI model triggers global financial and regulatory scrutiny amid cybersecurity concerns

Gulf states turn to alternative air defenses as US delivery delays persist

Samsung targets May HBM4E samples for Nvidia after validation

Tata steps up iPhone manufacturing investments with fresh capital infusion

Taiwan's auto industry faces costly crossroads in age of AI

Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

TSMC capex hits US$56 billion, reshaping global semiconductor supply chain

China reportedly considers export curbs on advanced solar manufacturing equipment to the US

YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

Falling margins and memory crisis causing spec downgrades on TV panels

ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it

JSR restarts Taiwan production as TSMC dominates advanced nodes

Rockchip reports record results, scales AIoT chips across industries

SkyeChip IPO signals Malaysia's push into high-value chip design

Orange Electronic expands in Europe as auto aftermarket demand holds up

Spain aims to boost chip design, photonics, and quantum tech influence

Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test

Apr

15

2026

Tong Hsing Electronic expects revenue acceleration as fiber optics drives expansion

YMTC to more than double capacity with new fabs amid China chip push

Taiwan equipment makers ride advanced packaging and SiPh wave

Nscale redirects OpenAI's Stargate Norway capacity to Microsoft

South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk

Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake

ASML posts solid 1Q26 as AI-driven demand lifts outlook

Stanford AI report: US-China AI gap narrows as China accelerates industrialization

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

Japan forges physical AI alliance to challenge US and China

Amazon to acquire Globalstar for US$11.6 billion, escalating space internet race

China seeks energy self-sufficiency as geopolitical risks rise

RISC-V gains ground in AI data centers with Nvidia backing SiFive

PX Mart's bigger ESL bet could accelerate Taiwan's retail digitization and ease staffing pressures

Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres

Taiwan's Ministry of Digital Affairs advances drone-based high-altitude platform station plan

Samsung SDI in final talks to supply batteries for Mercedes EVs

SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

Column: How do intelligent robots learn action skills?

Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply

Southern Taiwan Science Park eyes US$94 billion on AI tailwinds

Taiwan's AI chip dominance draws the global spotlight and scrutiny

Exein deepens APAC push with regional hub aimed at device-level security compliance

China chip tool imports shift to Southeast Asia as US tightens export controls

Taiwan EMS players advance automotive ambitions with integrated mobility solutions

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

Broadcom and Meta deepen AI infrastructure alliance with multi-gigawatt ambitions

Samsung QD-OLED tops 5 million units; LG turns to rival supply

VLA models: The rise of a new intelligence engine for robots

CyberTAN post strong 1Q26 growth on improved product mix

CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

Exein opens Taipei hub with unlimited Taiwan investment, aims to build chip-to-application cybersecurity ecosystem

Foxconn deepens EV vertical integration with CDMS model for streamlined production

Taiwan's smart building industry sets sights on 2026 as a pivotal growth year

India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs

Taiwan, Japan team up on advanced materials to power next-gen chips and clean energy

China's carmakers push ahead in solid-state battery race

Cooling fan makers remain optimistic about 2026 operations

Nvidia unveils 'Ising' AI models to accelerate quantum computing development

Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Netherlands approves Tesla FSD, marking a key AI regulatory milestone in Europe

Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth

Taiwan races to shore up energy security as US shutters Strait of Hormuz

Nvidia's RISC-V push shapes cloud AI's three-way architecture race

Morrison targets AI phone sensor upgrades, expands into 3 emerging markets

Europe's sovereign AI ambitions open doors for Korean NPU startup

Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

Quantum-AI convergence shifts focus to long-term data security risks

AI shifts work from execution to judgment as agents move into production

Apr

14

2026

Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization

Vietnam-China talks target energy security, telecom, infrastructure deals

China's 2nm AI GPU hits prototype, production unclear

Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute

Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam

Search engines enter AI agent era as daydream raises US$15M, iKala expands GEO platform

Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients

Taiwan's auto suppliers pivot to AI and system integration in EV transition, says DIGITIMES Research

AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says

Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious

Qualcomm broadens automotive push with Bosch ADAS deal

Samsung 2nm yields reportedly remain below mass production threshold

JCET CEO sees robotics extending automotive semiconductor growth

Apple increased foldable display inventory by 20% ahead of iPhone Fold launch

Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts

Huawei backs optical chip push through photonics supplier investment

Winmate shifts to AI platform with defense and edge computing as dual engines

Silicon Motion breaks ground on Taipei HQ, targets 2030 opening to anchor dual-site operations

March 2026 revenue for ODM/EMS surged on back of AI server demand

Ghost Robotics targets Taiwan production hub to cut costs, reduce China supply chain exposure

Starlink's growth trajectory takes center stage ahead of SpaceX IPO

JCET advances CPO, glass substrates to capture AI packaging demand

UK confirms GBP380 million support for Tata battery plant in Somerset

TCL reportedly explores stake sale in India TV unit

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Passive component demand splits in 2026; AI and autos hold firm

China's auto market stumbles as EV momentum slows

AUO drives energy business corporatization to boost integration efficiency

Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%

Samsung Foundry advances space semiconductor chip and technology development

King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion

Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26

Samsung boosts Galaxy S26 production by 600,000 units in April

Yaskawa Electric sees AI robot, chip demand boost profits

Taiwan's Rapidtek signs satellite pact with India's HEX20

Google and Intel expand CPU partnership, boosting ASIC and startup opportunities

Alibaba boosts fusion startup NovaFusionX in bid to secure AI energy edge

DDR5 dethrones HBM as memory's top profit engine

Analysis: Southeast Asia's language barrier is reshaping AI

Apr

13

2026

Global chip equipment sales reach record US$135 billion as AI drives investment surge

Apple reportedly tests four smart glasses designs ahead of 2027 launch

Pegatron reports modest recovery as shipments pick up

Qualcomm moves into custom DRAM with CXMT for smartphones

Energy shock from Middle East unrest fuels petrochemical rally in Taiwan

Anti-AI backlash turns physical: OpenAI CEO targeted in back-to-back attacks

Japan funds AI chip ecosystem around Rapidus

RFID maker Arizon expands market share despite 20% global market decline in 2025

Taiwan's robot strategy focuses on practical use

A robotics push signals Taiwan's shift from supplier to system builder

Taiwan launches national AI robotics center to build homegrown start-ups

China pressure drives Hyundai to reshape supply chain with fewer Tier 1 suppliers

Gudeng targets record 2026 revenue on EUV pod and FOUP demand surge

Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis

MediaTek revenue hits record on AI chip demand, TPU orders key

Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak

Global chip sales expect to top US$1 trillion in 2026 on AI demand

China chipmaker Hygon expands CPU-GPU strategy for AI compute

Silicon photonics scaling hits wafer testing bottleneck

Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment

Apple seeks Samsung internal data for US antitrust defense

Pony.ai charts a different path into the European robotaxi market

Quantum meets AI: which Asian nation will take the lead in sovereign tech?

Weekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google

Hormuz conflict exposes Southeast Asia's energy fault lines

Supreme Court ruling stalls Taiwan-US trade deal, zero-tariff car imports in limbo

Taiwan ramps up science park expansion as TSMC growth pushes capacity limits

TPK and ASE to launch advanced semiconductor TGV packaging with 3Q26 pilot line

FormFactor and MPI vie to break SiPh test bottleneck as ficonTEC reportedly exits

Taiwan panel makers keep sub-7.5G lines, pivot to flexible capacity strategy

Taiwan and US forge a cross-Pacific robotics axis

Sysgration integrates core power technologies in drone push, BBUs to support 2H26 growth

China's EVE Energy's growth strategy mirrors a shifting energy landscape

Samsung caught between worker payouts and chip ambitions

Exclusive: Apple's foldable iPhone faces production delay, but 2026 launch still in sight

AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates

Aurotek posts record 1Q26 revenue on AI software, robotics integration

How Foxconn is winning a bigger slice of MacBook Neo orders

AI memory crunch revives DDR3 in PC market

Intel and SambaNova deepen alliance to capture AI infrastructure demand

Robotaxis enter a new phase: Regulation over innovation

BYD expands driver tech, but software gaps come into focus

India roundup: Domestic chip firms anchor India's semiconductor ambitions

DIGITIMES Insight: US MATCH Act tightens export noose while Intel swaps debt for control and Nvidia co-opts rivals

Energy shock renews EV momentum

SAS Group's green and AI pivot gains traction

Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products

Taiwan's chip program covers 200+ high-end devices to boost advanced IC design talent

Delta Electronics hits record revenue on AI server, liquid cooling surge

Apr

12

2026

Murata produces seven automotive MLCCs for autonomous driving and power supply markets

US expands tech curbs on China with MATCH Act and FCC testing ban proposal

China's Hwatsing ships 1,000th CMP system, targets advanced chip manufacturing growth

Tesla and SpaceX deepen vertical integration push for supply chain control

Ennostar shifts to profit focus, ramps Micro LED and optical communications

TSMC's Kumamoto impact drives Autopass one-stop mobile payment launch in Japan

From modules to market: Chinese storage going global

Pan-International bets on AI servers as automotive demand growth slows in 2Q26

How long can the AI server ODM boom last as growth begins to slow

Why some ASIC design service firms are missing out on the AI boom?

Apr

11

2026

Europe becomes the next testing ground for driverless taxis

AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

Sharp launches edge AI companion device with private cloud memory in Taiwan

Taiwan partners with French drone leader to boost key tech, global supply chain

DJI tops US$11bn, targets imaging leadership within 10 years

Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance

ASE leads US$3.4B advanced testing push in Renwu

Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push

Novatek hits 1Q26 revenue target on SoC, edge AI growth

Intel unveils ultra-thin GaN chiplet as it advances AI-era systems foundry strategy

Beyond AI: Energy, capital and sovereignty will define Asia's next factories

Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook

OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans

Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Taiwan chip distributors report record quarter on AI boom

Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures

BenQ Materials expands into semiconductor processes, targets advanced nodes

Apr

10

2026

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

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

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

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

Taiwan accelerates GenAI autonomy with tax exemption for computing investments

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

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

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

US expands China lab ban, testing orders shift to Taiwan

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

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

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

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

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

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

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

SK Hynix M15X reportedly ramps early production

Tesla reportedly turns back to affordable cars as growth slows

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

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

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

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

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

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

TSMC smashes records with massive 45% revenue surge in March

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

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

Foxconn and Mitsubishi Fuso forge global play in electric buses

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

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

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

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

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

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

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

Intel–Google alliance reframes AI infrastructure around CPUs

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

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

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

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

Samsung's consumer electronics divisions show signs of recovery

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

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

Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

Exclusive: Samsung weighs Vietnam semiconductor testing facility

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

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

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

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

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

Alibaba's Qwen tops Korea's AI benchmark

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

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

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

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

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

AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth

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

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

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

MetaOptics reshapes consumer electronics with AI-driven optical innovation

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

Apr

9

2026

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

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

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

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

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

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

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

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

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

Aspeed and ASMedia propelled to top IC design ranks

Meta launches Muse Spark to champion next-gen AI assistant

Samsung P4 fab nears completion, expanding 1c DRAM capacity

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

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

Alibaba and Meta retreat from open-source AI

When will CPO actually see mass production?

Hon Precision sees surging demand for AI infrastructure components

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

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

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

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

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

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

MetaOptics claims three-year lead in advanced micro-optics

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

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

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

CXMT IPO delay eases DRAM supply risks, supports pricing cycle

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

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

EV market cooling pushes US battery makers into energy storage

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

Microloops rides AI boom, aims to double 2026 revenue

Winmate eyes 2026 growth amid rising defense and edge AI demand

Helium and tungsten shortages threaten South Korea's semiconductor industry

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

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

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

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

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

Apple hit by Mac shipping delays as DRAM shortage intensifies

Geopolitics and AI is redrawing the global chip packaging landscape

Nvidia demo highlights China's role in humanoid robot hardware

Samsung plans to add Pro model to Galaxy S27 lineup

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

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

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

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

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

Taiwan advances quantum computing with AI collab as key strategy

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

Apr

8

2026

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

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

China intervenes in memory supply; Apple outpaces local smartphone vendors

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

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

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

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

AI server cooling demand boosts heat sink makers' growth outlook

Compal launches Sylux in US to expand automotive infrared safety solutions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Corning to showcase breakthrough tech at Touch Taiwan 2026

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

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

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

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

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

Rising gallium costs force price increases across GaAs chip supply chain

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

Broadcom, Google, and Anthropic alliance faces MediaTek competition

Claude Code leak rattles industry, legal risks mount

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

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

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

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

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

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

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

With SpaceBridge, BWant anchors Taiwan's satellite ambitions

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

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

SpaceX's Starlink Mobile faces a slow climb to scale

OpenAI faces leadership shakeup ahead of IPO and Musk lawsuit

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

Apr

7

2026

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

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

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

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

Quobly moves quantum chips into volume production

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

Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

US MATCH bill targets China chip equipment, services

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

China seeks break from Nvidia CUDA grip in AI chips

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

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

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

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

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

Global AI chip suppliers compete as TSMC remains top foundry partner

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

MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC

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

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

Price wars and vertical integration reshape China's auto industry

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

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

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

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

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

China AI platforms compete for developer access via OpenClaw mirror

PCB bottlenecks, freight costs push electronics prices higher

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

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

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

Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce

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

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

AMT expands into medical and e-paper amid geopolitical uncertainty

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

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

Canada welcomes Chinese EVs as US draws hard line

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

China channels billions into space start-ups through IPO pipeline

Apr

6

2026

Smartphone order cuts hit IC design as recovery pushes to 2027

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

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

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

Apr

5

2026

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

Apple pricing seen as key to 2026 smartphone slump

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

Taiwan's plan to bring AI into traditional manufacturing heartland

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

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

Apr

4

2026

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

Semco raises ABF substrate prices as AI server demand surges

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

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

How second-tier powers are bypassing big tech via Taiwan

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

New contender to Starlink: Amazon in talks to acquire Globalstar

Samsung strike threat clouds PMIC, mature-node outlook