DIGITIMES archived news

Research_Moretopic

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

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

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

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

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

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

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?