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Nanoimprint tools see a shift from round to square substrates

Tomorrow's Headlines

Taiwanese chipmakers step up visual sensing and motor drive for future robot market

Tomorrow's Headlines

Shenzhen Huacheng XinGuang sees microLED optical interconnect is viable for data centers

Tomorrow's Headlines

Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans

Tomorrow's Headlines

Analysis: Is China's ASML gambit worth the cost as rivals pull ahead on EUV?

Tomorrow's Headlines

Sep

9

2026

AI servers push Asus' August revenue up 51%

OpenAI's deeper Samsung tie-up lands on a foundry that is running out of capacity

AI computing power propels tech sector to US$30 trillion, putting servers at the core of 2027's supply chain

Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

Enterprise AI spending gives Taiwan's Systex a new growth wing

Huaqin signs Nanchang projects as robotics push widens

Jin Lian Cheng expands into semiconductor wafer fab UPS battery recycling

Cambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem

Google steps up green power purchases in Taiwan for 24/7 carbon-free electricity

Ledlink Optics posts 21-month revenue high on AI server, auto demand

China expands OLED capacity, challenging South Korea in IT and automotive display markets

China reportedly tightens humanoid robot IPO rules as market mania meets reality

CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem

Samsung turns to Japan for packaging edge, narrows HBM gap with SK Hynix

Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%

Realtek expands cloud AI push with ASIC and SSD chips

Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders

Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Update: US finalizes US$775 million in CHIPS quantum awards, with equity attached

Verizon, Corning strike multi-billion-dollar fiber deal for broadband and AI buildout

Y.S. Tech's Renwu plant lifts August sales

Amkor expands Arizona chip campus with phase 2 plan

China's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers

CXMT's 10% DRAM share intensifies debate over South Korea's 52-hour workweek

Ability Enterprises August revenue hits 10-year high on AI vision, drones, robot cameras

LG Display wins Sharp OLED TV supply deal for 2026 turnaround

JD.com's real target with 3 million robots: physical AI

Weblink posts record August revenue on AI, premium computing demand

Foxtron clears another hurdle in the race to make SDVs globally compliant

Sysgration expands Taiwan, US drone manufacturing as procurement plans advance

Smart applications boost AOPEN, Acerpure revenue

Thailand pauses 49 data center projects

Asia Vital revenue hits record as US CSP ASIC server demand climbs

Axcelis to build new Korea manufacturing site in US$35 million expansion

China's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen

Huawei orchestrates China's DUV lithography push to cut reliance on ASML

Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race

LG Innotek tackles glass substrate microcrack issue as 2028 production race heats up

Huawei Qiankun turns 2 million cars into its next assisted-driving advantage

SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens

Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient

India's HCLTech opens semiconductor lab in Bengaluru to serve global chip supply chains

IT panel peak season loses its edge after brands stocked too early

European automakers expand China software teams amid layoffs

China's AI computing plan targets sixfold growth, 100,000-card clusters

Cambricon takes a PyTorch Foundation board seat as China's chip challengers turn to software

Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

Samsung-led EUR3B funding round nearly doubles Mistral's valuation

US security agencies tell AI firms to degrade answers to suspected Chinese distillation traffic in secret

Arm expands push for agentic AI infrastructure with new Neoverse chip design

Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

Chinese automakers face globalization test in overseas push

Accenture, Google Cloud launch global Gemini Enterprise business group

Apple may delay iPhone 18 base model to 1Q27

Preferred Networks eyes an IPO as Japan's AI chip ambitions outgrow private funding

Meta ships Muse as its agent bet, waging faster model cadence can close the frontier gap

ASML chooses Netherlands for major expansion after warning it could build abroad

Qualcomm to build custom AI inference chips for AWS

China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling

SDC, LGD target advanced glass packaging

CSPs expand Malaysia AI server hubs as Southeast Asia grows

Backed by Nanya partnership, PieceMakers eyes AI memory upgrade boom

Taiwan's chip research agencies overlap on two new 300mm fabs

Taiwanese suppliers are being demoted to second tier as Xiaomi squeezes prices

WinWay revenue surges on AI chip pin-count demand

Arm expands AI platform strategy across cloud, robotics and mobile

Uber Eats names Samuel Li Taiwan GM

IQE returns to profit in 1H26, warns on China InP risk

Taiwan Mobile moves into enterprise AI integration with Systex

Industrial AI needs eyes: Sony tests its sensor edge in Aramco's physical world

Realtek expands Wi-Fi 8, optical communications, ASICs, keeps Nvidia partnership low-profile

OpenAI taps Firmus for Malaysia data center capacity

Samsung's Taylor fab reportedly fully booked before 2nm production begins

Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil

LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers

Analysis: When 72% of the world's EV batteries are Chinese, one defect travels

Syrma SGS Elemaster opens electronics plant in southern India to serve global markets

Indonesia bets on a full EV supply chain as BYD opens its Subang plant

Tesla's Cybercab hits the road, but regulation may become autonomy's next scaling bottleneck

Sep

8

2026

Kian Shen eyes stronger 3Q26 on chassis, lightweight frames, Lean3

FIT wins Amphenol patent license, expands AI interconnect push

Ma-tek August revenue hits record, eyes U.S. FA, MA service in 2027

AIDC wins 20-year Bombardier contract to expand business jet work

SmallSat 2026: Two bottlenecks and four trends reshaping satellite industry

LG's robot actuator push turns appliance know-how into a physical AI supply-chain bet

US chip tariffs raise stakes for Samsung, SK Hynix's US memory plans

PCB maker Zhen Ding tops US$634M August revenue on AI server, optical module demand

Xiaomi debuts 18 fold to challenge Huawei and Samsung in wide-screen foldable race

What to expect at CIOE, Shenzhen's optoelectronics mega-expo

US chip investment push puts ownership at center of Korea's $200 billion deal

Samsung speeds silicon photonics test plan with TSMC-vetted probe vendors

CXMT sees tight DRAM supply through 2H26, accelerates server memory and China-made tool validation

Samsung boosts Galaxy A series output as rivals cut lower-end phones

ChenFull Precision expands from defense and semiconductor equipment into quantum computing

ASML lines up Intel, TSMC and Samsung behind 12-inch masks — TSMC alone sets a timeline

Xiaomi debuts Xiaomi 18 Fold and mid-to-high-end lineup to defend 100M shipment target amid rising memory costs

Ennoconn reports August growth as Kontron stake rises to 48.36%

CPO testing faces hurdles from Insertion 1 to 4, with '100% testing' expected to accelerate in 2027

Advantech to open North America HQ and expand US manufacturing

Nvidia reportedly shifts Rubin Ultra toward 8-high HBM as memory costs rise

Huawei shifts AI battle to HarmonyOS 7, turning Celia into system-level agent

Kinko revenue climbs monthly, August sales jump 107%

Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps

Renewable power shortage puts Taiwan's chip cluster under scrutiny

CIOE 2026 opens in Shenzhen: 5,000 exhibitors chase the AI-driven optics boom

Samsung allocates more than half of 4nm foundry capacity to HBM4

iPhone 18 Pro prices tipped to cross CNY10,000 as Apple faces China pricing test

Tungsten hexafluoride supply chain alerts as Peric expands

Chicony targets 2027 robot startup shipments as notebook sales soften

Malaysia weighs Huawei Ascend 910C for MYR2 billion sovereign AI cloud

ViTrox rides AI demand, expands Taiwan push as Malaysia semiconductor base grows

Sercomm revenue surges past 3Q25 on North America upgrades

Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow

Analysis: Imec's EUV edge raises question over how far Taiwan should replicate research fab model

Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats

Huawei holds the price line for new Kirin-powered Mate XT 2

Huawei Kirin 9050 Pro puts LogicFolding to the test with 55% density gain, 66% lower NPU power

Privacy displays become a premium smartphone battleground as Huawei brings one to a foldable

Macronix, Winbond, Etron see revenue surge through August as memory price rally continues

Adata, Team Group post record August revenue as memory module makers build inventory for 2027

TSMC's co-COO left ITRI in 1987 for a startup foundry — ITRI just named him a laureate

Infineon COO leaves a US fab open, says GlobalFoundries, ESMC already cover it

Nvidia underwrites its own demand; that may be harder to copy than its chips

SK Hynix weighs Gwangju investment as Yongin buildout continues

South Korea's UBATT targets 500 Wh/kg lithium-metal batteries for drone and defense markets

Corning targets AI bottlenecks with glass substrates, optics for high-speed data transmission

SST market grows 32% as global players race to secure position

Taiwan and Saxony start building the talent pipeline behind TSMC's German fab

Acer Asia units post double-digit growth on strong AI orders

BYD weighs US$1B car-carrier order to support surging EV exports

FitTech shifts from LED to optical communications, eyes InP relief

US-China space race expands from Moon landings to LEO satellite constellations and orbital computing

Accton sets August revenue record as AI networking demand surges

India's IndieSemiC targets 3 to 5 million Wi-Fi camera modules as local CCTV rules spur demand

Interview: California companies highlight synergy between the state and Taiwan

Black Sesame, Horizon Robotics unveil China's smart driving chip race

Innolux, AUO take display technology into AI chips with FOPLP, glass substrates, Micro LED CPO

LG bets on in-cabin AI agents as South Korea races to catch China in autonomous driving

AI demand gives Aspeed visibility into 2027 as supply constraints ease

Shield AI, AeroVironment deepen ties with Taiwan drone supply chain

Analysis: Taiwan manufacturers put 78.9% of new investment into machines as hiring fails

Acer India tablet deal points to deeper push in Asia-Pacific

Taiwan sets out 2027 plan to reinforce AI, chip leadership

Sep

7

2026

SK Hynix reportedly ends LG eSSD talks as ASICLAND deal expands

How UC Santa Cruz's Silicon Valley lab is reverse-engineering the human brain to solve AI's chip power crisis

Silicon Valley goes physical: how San Jose is building an energy-rich, tariff-mitigated capital for physical AI

Inside UC San Diego's 'Made with Taiwan' push to train TSMC's future engineers, reinvent chip packaging

Smartphone lens shipments lift Genius Electronic Optical revenue 12% in August

South Korea secures US$2B from Air Products, Axcelis, Corning, Pacifico Energy to bolster supply chains

HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days

Huawei Kirin 9050 Pro revives flagship chip launches with reported LogicFolding architecture in Mate XT 2

STMicroelectronics says humanoid robots must clear a trio of hurdles

Exclusive: Infineon Dresden fab to hit full capacity in 2-3 years, COO says

India frames its chip build-out as redundancy for the world, and Taiwan as its partner in building it

SEMICON Taiwan 2027 move to August highlights venue pressure, not anniversary tie-in

Kian Shen lifts Taiwan mix as China exports gain traction

Yaho rides TSMC, Micron expansion wave to tap facility integration, equipment installation market

Model fatigue, China's price pressure, and a profit horizon still years away

Largan expects higher September output after sixth land acquisition

Inside K-Safety Expo 2026: AI is disappearing into safety — and that changes everything

Exclusive: Infineon COO says chip shortage recovery will take longer

Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%

NEC reportedly ends quantum computer hardware development, shifts focus to annealing

DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia

Micron scores seventh PTAB win in YMTC patent fight

China smart driving chips hit bottlenecks in mass production, cost, in-house auto R&D

China's power battery sector maintains strong growth momentum as global market presence expands

Exclusive: Taipower's new green power sandbox could ease TSMC's surplus electricity problem

Xiaomi warns of more India price hikes as AI squeezes the phone from both sides

Analysis: Under tariff threats, Taiwan chipmakers hedge beyond US

SK Hynix 1c DRAM production share to reach 34% by year-end ahead of HBM4E

Naura 3D DRAM etching breakthrough could give CXMT a new path beyond EUV

India's TCS unit secures land in Hyderabad for planned 1GW AI data center campus

JM-Applied sees gas equipment demand surge on AI expansion, order book exceeds NT$3 billion

India says it cannot build electronics without China and has started easing the rules to prove it

Anthropic IPO set to put AI governance under public-market scrutiny

Huawei Kirin 2026 challenges 3D chip heat limits with Tau Scaling Law

Chicony Power's August revenue dips as AI server and satellite demand strengthens

Foxconn revenue climbs on AI server demand, outlook improves

Weekly news roundup: AI memory race heats up, Taiwan manufacturing rebounds, Nexperia rift deepens

Eaton expands AI data center stack from grid to chip

Wah Lee sees faster growth in 2027 as supply stays tight

Every Chinese CPU maker grew in 1H26 but only one grew on processors

Orphans of the liquid cooling age: xMEMS targets data center 'hot spots,' eyes 2027 smartphone and smartglasses cooling ports

China's JCET seeks US$968M for AI-driven packaging expansion

Dark fab cybersecurity: Why autonomous manufacturing needs zero trust

Exclusive: DIGITIMES' top 3 at K-Safety Expo 2026 shows where intelligent safety is heading — act 'before' disaster strikes

No foundry price relief before 2027 as utilization nears 90%

SiliconAuto pushes AI chiplets as automotive SoC ties tighten

Taiwan-Netherlands silicon photonics team targets 1.6T DR8 in 2026, 3.2T optical links next

Pegatron, Deloitte Taiwan team up to speed smart manufacturing

Experts say subsidies can't buy semiconductor competitiveness

AI is driving force behind 'Moore's Law on steroids,' says Merck's Benjamin Hein

AI racks move toward MW scale as power, cooling converge

Machine builders flood SEMICON 2026 to grow local chip tools

India roundup: India expands chip ambitions with full Semicon 2.0 notification

Acer hedges memory price shock with local AI, diversification

China NEV imports sink as local brands crowd out foreign cars

Sep

6

2026

BenQ Materials targets CPO in semiconductor push

Hiwin Mikrosystem targets SiPh inspection gear as capacity expands 20%, order visibility extends to 2Q27

I-Chiun eyes Nvidia Vera Rubin supply chain as thermal business nears half of sales

TEL sees AI-driven packaging, memory demand reshaping Taiwan strategy

K-Safety Expo 2026: Safety gets smarter as six innovators win foreign media honors

Hanmi's 2.5D bonders pass Taiwan foundry qualification as packaging outsourcing expands

TWM, SYSTEX debut at smart building expo

Tongtai doubles semiconductor orders on AI data-center demand

Taiwan thermal supplier I-Chiun launches AI chip cooling venture targeting US$19.2B liquid-cooling market

Taiwan chip equipment maker Scientech sees orders into 2028, may turn away customers in 2027

Podcast highlights: SoIC vs CoWoS, HBM5 hybrid bonding, and EMIB-T's yield problem

G20 AI agenda: US champions light-touch regulation while data center backlash, China rivalry intensify

Trumpf CTO says advanced packaging reshapes semiconductor equipment race

K-Safety Expo 2026: Beyond AI, Korea re-engineers the human layer of industrial safety

Google's quantum boss says five years; his engineer says not so fast

Sep

5

2026

Exclusive: South Korea's safety AI boom is being built from the top down, BEXCO says

NYCU wins Nobel laureate for Taiwan job card

Semicon Taiwan 2026: A windmill in the die bonder, and a Dutch bet on photonics

Taiwan semiconductor output targets NT$8 trillion

Topco targets optical comms, cooling as copper gives way

TSMC's 3D packaging roadmap: engineering AI chips to think like the human brain

Interview: China Tier 1 supplier Jingwei Hirain shares lessons from EV race

Exclusive: Taiwan's first tokamak to begin plasma testing by end of 2026

Interview: Agility Robotics CTO discusses the future of collaborative humanoid robotics

Samsung SDI nears solid-state battery mass production, eyes China supply chain

SiPh, optical lens demand ignite laser race

Google TPU splits training, inference as CPU becomes next focus

Micron looks to lock in Taiwanese construction capacity with long-term deals

Commentary: China builds three-pronged memory strategy around CXMT, YMTC, XMC

Taiwan auto parts makers face exit-or-overseas dilemma

Jmem Tek's PQC security chip nears mass production

Taiwan satellite ground equipment output grows 13%, nears NT$300B

Marketech profits hit record in 1H26 on overseas orders

Adata expands AI business with TRUSTA, Industrial brands

Sep

4

2026

Cisco targets zero engineers writing code by end-October

CPO testing shifts to mid-stage to avoid costly failures, Chroma says

TSMC urges HBM makers to design for X-ray inspection as packaging grows more complex

Commentary: Apple shifts to smart vehicle software layer as Ternus era arrives

From chips to physical AI: Experts urge Taiwan-US push for trusted drone supply chains at Semicon Taiwan 2026

The 'Copper Wall': inside the physical bottlenecks threatening to melt AI supercomputing boom

How agentic AI and 'AI physics' are reshaping chip design

South Korea taps chip windfall for next tech push

Samsung turns to chips, OLED for next phase of Vietnam expansion

MSScorps August revenue hits new high on silicon photonics gains

Trusval Technology eyes NT$23 billion order backlog, US 4Q26 ramp

SEMICON Taiwan 2026: QuantumDiamonds cracks the hybrid bonding blind spot with new inline metrology

G20 approves guidelines calling for more business-friendly AI regulation

Chunghwa Precision Test sees ASIC revenue overtaking GPU by 2027

Lite-On makes US$170 million strategic investment in DCX for AI cooling push

India tablet market grows as business demand shifts toward premium devices

K&S targets CPO, CoPoS growth with expanded TCB advanced packaging roadmap

China interconnect chipmaker Montage enters Samsung, SK Hynix CXL 3.2 supply chains and begins DDR6 development

Micron reportedly targets 2× HBM capacity by end-2026; Samsung, SK Hynix keep the scale edge

CPO high-density optical interconnects drive E&R's submicron 2D FAU breakthrough

Taiwan to expand AI compute capacity as supercomputer at research institute hits full load

Ennostar accelerates AI optical communications with micro LED

Kyocera completes Nagasaki plant for semiconductor ceramics and packages

China's EUV gap may stretch 10–15 years, but DUV gains test Western export controls

Fujitsu says useful quantum computers may need far fewer qubits than expected

Taiwan automation specialist Kenmec targets semiconductor packaging plants with low-clearance OHT, AI digital twins

Taisic unveils p-type SiC substrate for ultra-high-voltage grid, rail applications

China Motor unit Greentrans launches Taiwan-made quadruped robots

Analysis: Physical AI upgrades autonomous driving and lifts Taiwan supply chains

Xiaomi Auto maps 2027 Europe entry with German dealer network and four-country vehicle testing

Processor, memory boom could push chip supply chain out of sync, says Yole

Moonshot AI reportedly files for Hong Kong IPO, targets US$3B

AI boom reshapes DRAM market as Samsung regains lead and CXMT gains ground

Silicon Valley overflow fuels semiconductor boom in California's Capital Region

Acer broadens lineup with e-paper displays and scooters, ahead of PC industry headwinds

Sumitomo Chemical starts mass production of 4-inch InP wafers for AI data centers

Silicon photonics testing shift could reshape how CPO suppliers win business

Chip leaders call for end to 'silo mentality' as AI scale-up demands cross-industry collab

India's refurbished smartphone market gains as prices push buyers toward premium used devices

Acer bets on RTX, GoogleBook as on-site AI demand grows

LB Semicon starts Qualcomm shipments as DDI dependence fades

Kioxia pitches flash as a DRAM substitute as Micron, YMTC close in

Nvidia sets an October launch for RTX Spark PCs, gives local AI a router

OpenAI says Astra crosses critical cybersecurity threshold, adding tighter safeguards

Adobe names Anil Chakravarthy as next chief executive

Analysts read Nvidia's Hugging Face deal as a hedge, not a software bet

Nvidia's Hugging Face terms pay out its chip rivals and reserve US$1 billion to keep the staff

Nvidia buys the front door to open AI with a US$12.93 billion Hugging Face deal

D-Wave, quantum computing's oldest company, is now building a second kind of machine

K-Safety Expo 2026: South Korea's safety AI moves from watching danger to acting on it

K-Safety Expo 2026: Inside Korea's push to make safety smarter, faster, more predictive

India PC shipments rise as channel buying lifts second quarter sales

China's GPU makers found scale as profit came from elsewhere

Taiwan's tech council allocates NT$3.76 billion for quantum host

ESA backs European rocket startups to diversify launch supply

Acer wowed IFA with AI, gaming hardware

China speed hits brakes as regulators tighten safety rules

ENE Technology eyes 4Q26 drone scale-up with satellite link

Taiwan to expand industrial land for AI hardware boom

Nanya, ESMT hit record August revenue on higher contract prices

Young Liu urges 'Made with Taiwan' supply chain rethink

Acer unveils IFA lineup with AI, slim notebooks, sustainability

Electroninks, Merck, Qualipoly build advanced packaging ecosystem