DIGITIMES archived news

Research_PA

Aug

16

2026

Samsung, SK Hynix HBM4 hiring war drains South Korea's chip design talent

Interview: Orbbec bridges physical AI data gaps with robot-free platform

China's AI supernode build-out turns more chips into more computing power

Taiwan Mobile launches tender offer for Systex, targeting majority control

Nan Pao posts record second-quarter profit and July revenue as sales rise

Edgecore pushes all-optical networking for distributed AI data centers

TV slowdown accelerates panel makers' shift to IT OLED, UBI Research found

Flytech posts record second-quarter profit on AI demand, margin gains

AI reshapes semiconductor testing as KYEC pushes four-way model

AI product cycle lifts Chroma test demand

HDRE reports first-half growth as Japan and Australia projects expand

Aug

15

2026

Gelsinger calls HBM 'lousy', SK Hynix says it's not memory's final answer

Asia Vital Components sees stronger AI server demand and faster liquid cooling adoption

Taiwan Gold Card approvals for finance professionals top 1,000

Research Insight: Unitree IPO reveals humanoid robot commercialization still in early innings

J&V Energy lifts 1H revenue on storage and green power trading

Lotes sees tight supply, says demand remains intact

Century Group pivots beyond offshore wind with four-pronged energy strategy

Tripod posts record second-quarter margins on strong server and memory demand

MicroIP sees second-half revenue lift as board approves cash raise

Taiwan offshore wind lifts marine engineering and ocean industry output

Taiwan approves NT$8 billion ocean tech program for security and industry

Interview: Acrab CEO Ken Phua on building agentic AI silicon in Singapore

Aug

14

2026

Acer COO Jerry Kao resigns; Chairman Jason Chen to fill role

Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race

Memory supply crunch pushes long-term contracts beyond the big three

AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers

SK hynix scouts US memory fab sites as customers seek local supply

South Korea chip cluster could expand to nine fabs as SK plans new investment

China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

South Korea's memory-chip exports surge 277% as system chips slip

Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts

OCP APAC 2026: What if AI's next efficiency breakthrough is simply moving less?

Alibaba Cloud races ahead with Ulanqab AI infrastructure

Insight: Intel raises US$20B, but its 14A ambitions may need twice as much

Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity

SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day

MPI posts record 2Q26 revenue, profit as probe card capacity stays fully loaded

Compal lifts profit on AI PCs and servers as component costs rise

Chinese analog chipmaker Novosense returns to profit on AI server, auto demand

AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave

VinSpace signs SpaceX launch deal for first satellites in 2027

Samsung weighs moving legacy memory backend work to Vietnam to free up capacity for HBM

Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination

US report puts China-linked tariff evasion through Asia under the spotlight

Seoul Semiconductor wins permanent India injunction, completing a three-region patent sweep

European notebook revenue jumps 14.8% as unit sales fall

Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense

Nvidia Feynman pushes TSMC A16 and CPO ramp

Intel's US$20B equity raise puts Lip-Bu Tan's turnaround strategy to the test

IBM and OpenAI partner to accelerate secure enterprise AI deployment

Apple opens advanced manufacturing center in Houston to expand US smart skills

Lam Research to spend more than US$3 billion expanding global R&D labs

Silicon Motion completes US$1.15 billion zero-coupon bond offering

Analysis: Taiwan Mobile takes control of Systex to close ICT gap with Chunghwa Telecom, Far EasTone

Dixon Technologies to take 51% stake in new smartphone OEM venture with vivo Mobile India

SK Hynix looks beyond memory with new global growth team

LandMark Optoelectronics says silicon photonics capacity is "very, very tight"

Taiwan machine tool exports return to growth in July

Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028

Phison reports record second quarter profit as AI storage demand surges

Quanta posts record second quarter revenue as AI server demand surges

Analysis: Google's Pixel tests Android's competitive balance

DeepSeek raises API prices sharply as V4 Pro targets agentic AI market

Taiwan tech dividend expansion to accelerate non-tech industry upgrades

Taiwan's AIDC sees homegrown drone complete GPS-denied flight tests

SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories

Alibaba Cloud launches Zhenwu M890 supernode for commercial use

China PCB makers pour billions into AI server, HPC, optical markets

Porsche exits Volkswagen carbon pool, joins Xpeng

Chinese automakers gain share in Europe as legacy carmakers partner to cut costs

Applied Materials sets 2028 capacity target as it commits new manufacturing hires

Lenovo turns a memory-price shock into a share gain

Hua Hong's fabs were already full — price is what finally made them profitable

Applied Materials' growth is rotating from China volume to DRAM tooling

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

SMIC's pricing power arrives as AI pushes mature-node work into China

Musk hints at FEL light source for Terafab; ASML eyes FEL-EUV push

Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales

Samsung chip design embraces AI, but loss of control and hallucinations remain a problem

Cerebras raises 2026 outlook as hardware sales weaken

Qisda unit expands robot computing platform into Europe and U.S. supply chains

Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook

SK Hynix advances Yongin fab construction for 2027 cleanroom launch

Kioxia eyes customer trials for PCIe Gen6 optical SSD

Intel tests system memory to ease AI KV-cache pressure

Rapidus targets 8-reticle interposers by 2030

Samsung and SK hynix push AI deeper into fabs as semiconductor manufacturing enters autonomous era

PixArt revenue rises on game-console demand as margin pressure grows

Interview: 'Modern warfare is a battle of PAs'–Transcom targets overseas defense, LEO satellite growth

Asia Tech Image eyes 3Q26 growth as raw material costs hit 1H margins

China's video AI dominance paves the way for world model boom

Gem Terminal's second-quarter profit hits 16-quarter high on copper and connector demand

ATEN lifts second-quarter profit on higher sales, pricing, utilization

Kaohsiung mayor, BOT, SEMI address low-carbon power for chips, AI

Hyundai's robot foundry bet outpaces its local supply chain

LEO satellite communications, space computing drive rising importance of GaN power amplifiers

Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook

Kaori Heat Treatment to invest NT$3 billion in Taiwan and Thailand expansion

ABF substrate boom lifts Eternal Precision prices 20%

Beyond silicon and copper: OCP APAC looks under the hood of future AI infrastructure

Korea's CNT pellicle race heats up as aweXome Ray pushes toward EUV commercialization

Grand Process's Challentech partners with Japan's Seiki for bonding tech

Aug

13

2026

Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Oracle's transformation from enterprise software to AI powerhouse

China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

Taiwan's carbon fee era begins, science parks roll out measures

Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

Qisda eyes AI infrastructure as fastest-growing business opportunity

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron profit surges on AI server shipments and stronger product mix

Samsung delays High-NA EUV adoption until 1nm production in 2030

LandMark Optoelectronics posts surge in profit on silicon photonics demand

Asus raises server outlook as AI demand lifts record second quarter results

Asus projects up to 150% server growth as AI demand lifts results

SK Hynix expands EUV roadmap with High-NA tools and PSM adoption

South Korea plans new sovereign wealth fund to back AI, robots, supply chains

Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%

Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation

Pegatron sees 2026 server growth beat expectations

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

LG Chem reportedly wins cathode supply deal for Hyundai-LG Energy Solution's US battery venture

Tencent starts paying for AI in cash, core business is covering the bill

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware

Column: Forecasting the planet, one foundation model at a time

Alphabet's DeepMind shake-up caps months of AI stumbles

AI inference surge lifts NAND market to record revenue: Counterpoint

PC 2H26 pull-forward correction hits peripheral chip makers

ITTS reports first-half growth as ERP and AI projects gain traction

Seetel tops NT$8.2B in first seven months amid US and Australia expansion

Ledlink swings to profit in 2Q26

Foxconn signals sharper push into AI as Sharp partnership enters new phase

LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia

OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward

GaAs gains ground in short-reach AI optics as InP constraints mount

Intel signals memory push after hiring former SK Hynix CEO

Hanmi pulls ahead of Hanwha as HBM4 orders rebound

Univacco reports record 2Q profit and revenue as 3Q demand builds

India's state of Odisha sweetens chips, renewable energy incentives to court ISM projects

Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment

Siemens EDA unveils AI-Native Design strategy in South Korea

Commentary: Shut out of Nvidia and AMD, Compal charts a different path to AI servers

Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack

NXP expands Malaysia factory to bolster global chip supply resilience

Nvidia's compute financing push signals a new phase for AI spending

Foxconn buys new land for optical communications expansion

Nvidia seeks to ease credit risk concerns over US$500B AI financing plan

Sodium batteries get 28-month tax window in China

Taiwan manufacturers call for faster nuclear restart to keep pace with AI, chip growth

OCP APAC 2026: Intel sees agentic AI shifting bottlenecks toward CPUs, memory

409.6T switches could push industry toward CPO, Arista says

Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment

Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips

TSMC-Sony image sensor venture pushes Japan chip investment to JPY6 trillion

Yangtze Memory-backed capital expands into FD-SOI specialty process investment

Can diamond rewrite the rules of AI chip cooling? Wiwynn is putting it to the test

Naver backs Anthropic in broader AI push

India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion

LSE Semiconductor wins strategic investment from TIS

From lab bench to IPO: How Taiwan's top university aims to turn professors into founders, campus into a unicorn factory

Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

Japan's H3 rocket launches Michibiki 7 into orbit

Vietnam opens Haiphong free trade zone to court semiconductor investment

South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund

Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips

AgiBot overtakes Unitree as China expands its lead in humanoid robots

Hengs revenue surges 178% as solar EPC projects reach recognition peak

Taoyuan plans AI manufacturing park in Guanyin to support server supply chain

Progate posts record profit on TSMC, Synopsys ecosystem gains

Anli-KY lifts July revenue on AI server and drone product shipments

Inventec posts record second-quarter profit as notebook margins narrow

Apogee turns profitable in 2Q26 on AI data center demand

Aug

12

2026

Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout

Electronic paper sheds niche label as ESL demand surges

Column: AI jailbreak incident highlights fresh demand for supply-chain resilience

OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale

OCP APAC 2026: Ecosystem not yet ready for co-packaged optics, ASE's Nicole Tien warns

Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1

Aleees wins Tesla supply deal as new LFP plant eyes Tainan

Tesla emerges as biggest winner from Germany's EV subsidies, while China-made models gain ground

OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Sercomm expands beyond broadband into 5G, edge AI and IoT as 2Q26 revenue hits record high

Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

CXMT DDR5 yield tops 90%, narrowing gap with Samsung

OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

FocalTech expects demand to improve in the second half of 2026

OCP APAC 2026: Applied Materials exec calls for hardware co-optimization to solve AI power crisis

SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

Zhong Yang ramps up Thailand production as drone orders shift from China

Tesla FSD faces key EU review over regulations and transparency

Intel's Israel fab stirs back to life, but case for 14A remains unconfirmed

Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

OCP APAC 2026: Microsoft leans on Taiwan supply chain for 'silicon-to-systems' AI buildout

MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

Cash deposits reshape memory supply deals

Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs

OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack

Supermicro defends margin outlook and order quality amid analyst scrutiny

DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity

SpaceXAI launches Grok Bot as AI agent race shifts toward autonomous work

China's polysilicon makers draw cost floor after solar losses top US$1.9 billion

Amazon builds 7.65 GW gas plant for Texas AI data center campus

Haechitech enters eSSD sensors as it prepares Kosdaq listing

Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks

OCP APAC 2026: TSMC says AI advanced packaging enters system-level battle

SPIL breaks ground on NT$100B Douliu plant, targeting operations in 2028

South Korea deepens semiconductor ceramics collaboration amid chip industry expansion

CoreWeave accelerates power expansion as AI infrastructure demand surges

Fudan's single-electron memory breakthrough opens new path for 2D chip scaling

IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

Lumentum targets US$2B quarterly run rate as optical capacity expansion accelerates

Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing

OCP APAC 2026: ASE unveils AI packaging trilogy

Samsung HBM4 yield nears 80% in push to rival SK Hynix

CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough

Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Apple's shadow looms over TSMC's Sony sensor deal

Synnex sees strong growth in value-added commercial IT, semiconductors

TSMC-Sony's US$4.69B sensor venture is a defensive play against Samsung and China

Silicon Motion raises private placement to US$1B, targets agentic AI

AI server tracker: King Slide, Quanta and AIC lead July growth

Laster Tech narrows second quarter loss as LED headlamp orders improve

MediaTek July 2026 revenue falls as non-mobile units offset slowdown

Nvidia denies Rubin Ultra downgrade, cites flexible SKUs

Tsang Yow's semiconductor parts business drives profit growth in 2Q

OCP APAC 2026: TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year

Panel makers turn to AI packaging as old fabs gain value

OCP APAC 2026: Murata upgrades power, optical products as AI data centers strain global infrastructure

Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Topco and Wah Lee post record July sales on semiconductor materials demand

Taiwan's 20-qubit superconducting quantum computer wins 2026 Future Tech Award

Lite-On's LEO satellite power growth signals a deeper shift in global manufacturing

Hyundai Motor Group's robot push could reshape South Korea's industrial competition

Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices

Samsung weighs power subsidiary to secure semiconductor electricity by 2027

Ubiqconn July revenue rises 18% as satellite applications jump 415%

Samsung to add 1 million Galaxy Z Fold8 units as foldable demand surges

DEEPX wins South Korean air base contract for domestic AI surveillance NPU

Google DeepMind open-sources WeatherNext after hurricane forecast breakthrough

Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

As renewables overtake coal, microgrids become AI's next frontier

South Korea elevates SMR to national strategy, boosts nuclear investment

Taiwan ranks fifth globally for cyber threats, with semiconductors and finance prime targets

Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

California satellite makers expand as office vacancies become factory space

AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains

Everlight starts Thailand plant to boost AI server and auto supply chains

Etron reports record July revenue as memory prices surge

Aug

11

2026

TSMC commits JPY282 billion to Sony sensor JV as AI demand outruns Sony's 40nm process

EOC turns profitable in 1H26 as optical communications demand rebounds

Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Google readies Pixel 11 lineup, market breakthrough still under question

OCP APAC 2026: TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year

Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute

SK Hynix becomes Kioxia's largest shareholder as Toshiba trims stake

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

GMT says PMIC demand outstrips supply, prioritizes wafer grabs

China's Long March 7A rocket explodes 85 seconds after liftoff in rare launch failure

Gemtek, CyberTAN see YoY growth turn positive in July

Nvidia taps Wall Street for US$500B AI infrastructure financing network

Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Column: The everyday philosophy of supply chain resilience

Amkor reportedly weighs China stake sale as multinationals reassess footprint

Interview: Nvidia says networking is the core of AI computing as AI factories scale

China's tightening visa curbs test India's electronics manufacturing ambitions

Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset

Global supply chains buckle as helium shortages and China's price edge hit Taiwan

YAGEO, Walsin post record July sales as AI demand lifts passive components

Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady

Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

Power Win's 1H26 profit already tops 2025 as EV battery recycling surges eightfold

Google's Gemini delay puts pressure on its AI leadership

Catcher says notebook component shortages cut 2Q26 revenue

IC distributors post strong July sales on AI, cloud, and infrastructure demand

Gudeng posts record seven-month revenue on EUV Pod orders and global demand

Iron Force Industrial expands into AI server cooling as auto market stays uneven

Taiwan and China see more students choose STEM as tech demand rises

Intel plans US$15B stock offering to fund AI-driven growth

Analysis: Google's AI shake-up shifts power from star scientists to managers

Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Liying posts record July revenue as AI chip recycling demand rises

China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

Yesiang posts record revenue for third straight month on advanced process demand

Weak China auto demand sends parts maker Hiroca deeper into North America, Japan

Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%

Trusval posts record profit on semiconductor fab and memory project demand

Meta bets open, on-device model can win AI power struggle

Asus posts record July revenue on strong AI server demand

Anthropic taps Macquarie and GIC to build AI data centers under new venture

Chip price increases are set to keep spreading into the second half of 2026

Air freight tightens in Asia as tariff-driven ocean demand fades

Chinese automakers push Europe share to 9% as trade fight intensifies

UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties

Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

MA-tek reports record July revenue on glass-substrate testing demand

Jiuhan lifts first-half profit 400% on NT$11 billion order book

UMC revenue climbs to a 45-month high as wafer prices rise

China's AMIES lands repeat orders for 350nm lithography system

Memory crunch pushes Apple toward China—and into Washington's security dilemma

Samsung tackles AI memory wall with zHBM, V10 BV-NAND concepts

Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

PSA, NTUT sign NT$50 million AI research and talent deal

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

Taiwan optical firms diverge in CPO push as Corning looms large

Google's US$15B India AI data center faces environmental backlash

Foxconn Research Institute maps four-stage LEO roadmap from relay satellites to AI-native networks

UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26

Radiant braces for Apple delays as auto, AI PC lift growth

South Korean minister warns about CXMT capex as semiconductor profits debate heats up

Europe and US IDM giants expand China EV share on capacity, tech edge

Aug

10

2026

SK Hynix weighs stake sale in US$3B Chongqing chip packaging plant

Hotai Leasing to debut on the Taiwan stock market on August 11

Sony, TSMC to spend US$6.3 billion on Japan image sensor venture, Nikkei says

Acer Gadget lifts revenue on smart-life peripherals and plans 2H expansion

Unitree CEO eyes embodied AI and robot expansion

Commentary: What the DeepSeek-Unitree tie-up reveals about China's hard-tech financing

TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

SuperAlloy boosts profit and expands into semiconductor green supply chains

Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck

Naver revenue hit a record in 2Q26 as AI spending held down profit

Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26

FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

Nvidia reportedly weighs up to US$3B stake in Lancium

OCI rides AI, space solar boom as SpaceX deepens polysilicon ties

Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion

Apple tests CXMT memory chips as shortage, price pressures persist

Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key

SK Hynix faces US patent fight over HBM, 3D NAND

Semiconductor material prices surge across silicon wafers, specialty gases and advanced packaging

Starlink, Amazon squeeze satellite broadband newcomers toward niche markets

Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Hiwin earns S&P and DJSI sustainability recognitions on four-way carbon cuts

King Slide confident in next 3 years, aiming for US production in September

Taiwan sees limited chip impact from new US polysilicon tariff

Himax sees automotive DDI demand recover, set for double-digit growth

Ex-SK Hynix employee gets 18 months for leaking chip secrets to Chinese firms

Adata sees memory uptrend extend into 1H27

Wiwynn raises Q2 margin as customer procurement shifts take hold

German EV subsidies lift Chinese automakers in a reshaped market

Ennostar keeps full-year profit target as memory price surge boosts RGB TV backlight demand

Weekly news roundup: AI infrastructure race spans HBM, DRAM, EMIB, optical transceivers and next-gen lithography

Taiwan drones still rely on foreign chips despite shift away from China

From fabs to feedstock: Washington moves electronics supply-chain controls upstream

Winbond sees tighter memory supply and bigger expansion payoff ahead

Samsung unveils 200MP image sensor as Oppo targets first adoption

High production keeps TV panel prices falling in August

LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales

Russia's Rassvet constellation edges closer to persistent Ukraine coverage

DeepSeek takes Unitree stake to pair AI models with humanoid robots

India roundup: Chip push broadens as localization and capacity remain works in progress

Kinko July revenue jumps to 12-year high on optical demand

Winmate revenue rises as defense and edge AI orders gain momentum

Ability Enterprise July revenue hits decade high on stronger optical module shipments

Aurotek profit jumps on embodied AI and semiconductor automation demand

Column: Greening the Gobi Desert—how China built Inner Mongolia's wind power ecosystem

South Korea charges into the humanoid robot race as conglomerates mobilize

China’s new renewable rules drive a surge in hydrogen investment