DIGITIMES archived news

Asia

REALTIME NEWS

Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC to TeraFab

Tomorrow's Headlines

STMicro and Huahong Grace begin local production of M32 MCUs in China

Tomorrow's Headlines

Broadcom expects optical communication supply chain capacity issues to ease by 2027

Tomorrow's Headlines

Rising Middle East conflict pressures tungsten supply in semiconductor materials

Tomorrow's Headlines

US blocks Tianma's patent challenge against LG Display citing foreign govt influence

Tomorrow's Headlines

Chinese automakers disrupt industry with two-year development cycles and 'run-and-fix' model

Tomorrow's Headlines

Mar

25

2026

Agentic AI shift puts CPUs at the core as Arm rolls out first chip

Arm unveils AGI CPU aimed at scaling agentic AI, promising higher rack performance and lower data center costs

Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound

Global semiconductor market rebounds in 2025 with AI-led expansion

At AI Expo, Google Quantum AI software engineering manager sees shifts toward fault-tolerant quantum computing

Taiwan drone camera demand stalls over unclear specifications

SK Hynix sets sights on US ADR listing to strengthen capital base

How one recycler firm turns TSMC's chip waste into steel mill gold

Tesla prepares to enter India's industrial energy storage market

SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech

Team Group posts 50x profit surge in January; annual procurement impact seen in 2Q26

Samsung reportedly set to begin GaN foundry production, prepare SiC samples

CATL, BYD drive China's next energy frontier with sodium-ion and perovskite solar

Exclusive: Tesla and SpaceX pursue dual solar strategy on Earth and in orbit

Mar

24

2026

DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26

Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26

Taipower activates response plan to secure power as US-Iran war disrupts energy

Why Switzerland chose a bottom-up approach over big tech grandstanding

Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring

Sharp taps BD chief as CEO in post-restructuring shift

Samsung reportedly developing next-gen tri-fold and slider phones for 2027 launch

WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Techman's product shift and semiconductor focus could sustain growth despite macro uncertainty

Insta360 pushes back against DJI in escalating patent dispute

India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036

Analysis: How Nvidia is reshuffling partners for the inference era

Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share

DNP to open R&D base in Telangana, India, to advance mobility and medical healthcare research

AI boom lifts substrate maker Kinsus as prices and demand rise

Hanwha Semitech's SK Hynix TCB deal draws scrutiny over KRW100 billion guarantee

MediaTek's Airoha takes on US giants in optical comms DSP chip arena

SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance

OpenClaw lands in WeChat, signaling a new era of AI agents in messaging

Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Japan exits the living room: TCL nears deal to acquire Sony's TV business

Excellence Optoelectronics accelerates Mexico plant ramp-up, eyes robot and ECU markets

DJI sues Insta360 in China, escalating patent dispute in sports imaging market

Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains

TSMC's Wei draws battle lines between US AI and China's hardware in robotics race

Apple supply chain shift and LG price cuts reshape OLED market

US FCC adds foreign-produced routers to national security 'Covered List'

Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Tata Semiconductor secures US$735 million for Dholera chip fab with strict lender conditions

Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap

Chinese Premier encourages foreign investment except Japanese firms at China Development Forum

Crude oil price rise ripples through automotive supply chain, squeezing parts makers

Taiwanese supply-chain implications as India doubles down on semiconductor incentives

Zeiss deepens Taiwan investment, taps new semiconductor lead as GM

Small nations face structural limits in AI sovereignty, Swiss expert says

Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC

Boston Dynamics rival Ghost Robotics brings its Pentagon-proven robotic dogs to Taiwan

The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race

2026 SelectUSA Investment Summit to spotlight Taiwan-US trade and investment ties

Interview: The quantum clock is ticking — here's which industries need to move now

Meet the South Korean firm wafer wobbling for Samsung and TSMC

Commentary: Trump's Middle East AI data center push under threat from Iran conflict

Ghost Robotics seeks Taiwan supply chain ties for quadruped robots

Mar

23

2026

Inergy Technology eyes SiC expansion for HVDC as AI power demand rises

Grab expands beyond SEA with strategic push into Taiwan

AI chip boom drives surge in demand for testing at Chunghwa Precision Test

India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains

Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements

San'an Optoelectronics founder detained, company assures stable operations

Explainer: Why Nvidia's Groq LPU runs on Samsung silicon— Groq's scale and inference strategy

Meet the duo bridging Jensen Huang to Taiwan at GTC 2026

Advanced Echem expands DUV, packaging, and optical materials to serve global chip progress

China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia

Brinno targets growth with time-lapse, visual AI, and defense imaging push for 2026

Zenitron warns memory shortages will reverberate across global tech supply chains

China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support

Nvidia sees self-driving cars as a long-term growth engine

Arm targets China's physical AI market post-strategic restructuring

Tescan integrates Seoul demo lab to speed testing for AI memory and advanced packaging customers

Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth

Samsung chairman joins Beijing forum as China seeks foreign chip investment

China's DeepLink unifies heterogeneous chips to boost AI computing power

Memory supply squeeze dents IPC profits

Taiwan central bank revise 2027 GDP growth upward

Nvidia pushes deeper into AI inference to counter custom chip rivals

TSMC supports local suppliers to reduce supply chain risks

SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung

Uber bet US$1.25 billion on Rivian to scale Robotaxi fleet

An imminent strike looms over Samsung's AI memory supply

Taiwan's Hai Long 3 wind farm installs first turbine, marking milestone for local supply chain

Will Qualcomm CEO highlight beyond AI PCs at Computex?

Weekly news roundup: geopolitics, AI memory, racing for semiconductor control

Facing regulatory and competitive pressures, Apple CEO signals alignment with China

Can Elon Musk's Terafab turn chip independence into reality—or is it too ambitious to succeed?

Commentary: CPO mass production put to test as photonic integration faces challenges

IEI Integration eyes strong 2026 growth as networking projects scale up

Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion

Allied Circuit eyes 2Q27 mass production in Vietnam, targets LEO satellite market with Meiko

Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026

Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026

Apple cuts China App Store fees as AI agents threaten app economy

Aluminum foil costs push capacitor prices higher in Taiwan and Japan

India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

Thunder Tiger builds US manufacturing base to power China-free drone supply chain

At Cheonan, Samsung is rewriting HBM's bonding playbook

Research insight: F1's 2026 regulations reshape powertrain competition and accelerate low-carbon transition

Tai-Saw enters AI server and GPU module supply chains, eyes 800G by late 2026

Mar

22

2026

Samsung union votes to strike, risking Nvidia HBM4 supply disruption

Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions

Column: Drones redefine warfare, and the US wants to control who builds them

MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

SpaceX Starship delay opens door for returnable satellite ventures

Chunghwa Precision Test breaks ground on new Taiwan plant to meet AI chip demand

TSMC chairman C.C. Wei on why the robotics future is forged in silicon, not stunts

Mar

21

2026

AI robot fingertip sensing set to drive next tech breakthrough

Taiwan legislature blocks science budget; Minister defends industry

AI EXPO Taiwan 2026 to open March 25, trio of AI themes and applications in focus

Xiaomi MiMo-V2-Pro tops AI model rankings in blind tests

Samsung orders 15M mid-range OLED panels from CSOT amid cost pressure

Chunghwa Telecom, Far EasTone accelerate 5G SA trials ahead of 6G rollout

AMD-backed Upstage targets 10,000 GPUs in Korea AI expansion

Tesla's US$4 billion battery deal signals a shift away from China

SK Hynix targets autonomous fabs by 2030 to tackle AI-driven manufacturing challenges

Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era

Supermicro reshuffles its board as scrutiny deepens

Mercedes-Benz Taiwan launches new CLA with Nvidia's Alpamayo platform, readies EV push

MA-tek secures top 3 global SiPh orders, eyes US-Japan growth in 2026

Mar

20

2026

Lumotive makes optical breakthrough, targets 10,000-port data centers

Nvidia and Uber team up on end-to-end self-driving system for robotaxis

Analog Devices activates Thailand plant to boost global manufacturing resilience

Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity

Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output

Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials

Experts urge expanded national guarantees as Taiwan offshore wind round 3.3 faces rising financing pressure

Memory price surge drives Transcend's 15x profit growth in January 2026

Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026

Nvidia and AWS strike massive GPU supply deal through 2027

Samsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities

HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain

Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China

Analysis: Supermicro co-founder's GTC star turn ends in federal indictment

OpenAI plans new 'super app' merging ChatGPT, Codex, and Atlas as competition with Anthropic for enterprise customers heats up

Samsung reportedly ceasing TriFold smartphone sales

Tencent leverages WeChat ecosystem to lead AI agent race in China

Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal

When secrets walk out the door: TSMC's cross-border IP battle tests Taiwan's legal reach

Commentary: Nvidia sees Groq as its next Mellanox

MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards

Scaling the final frontier: Supply chain strategies from Paris Space Week 2026

As NAND makers move on, MLC memory nears the end of the line

Britain's space cluster presents model Taiwan could follow: building through connection

Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting

India's Reliance signs 15-year green ammonia offtake deal with Samsung C&T

Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal

Amazon founder reportedly eyeing US$100B AI fund to transform manufacturing

Nvidia Vera Rubin servers to drive liquid cooling demand

Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics

Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates

Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions

Meta's pullback on Metaverse shows the limits of the virtual world bet

UK-Taiwan R&D ties scale up with Foxconn, Turing Space, NSYSU

AI tailwinds and global reach put Topco on track for double-digit growth in 2026

TPK profit jumps as OLED tablets lift touch module pricing

Microsoft considers legal action over Amazon-OpenAI cloud deal

Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Allied Circuit sees server, IPC market growth boosting 2H26 outlook

India mandates domestic sourcing of solar wafers under expanded approval list policy

Apple CEO visits China at 50th anniversary event to strengthen supply chain

The 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race

Commentary: Taiwan's display panel makers are quietly becoming chip companies

Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens

China's AI robot industry surges on market freedom and strategic autonomy

Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

Analysis: Memory price swings leave e-reader supply chain in the red

Intel pushes large-area AI packaging to close foundry gap

Lumotive creates world's first 2D photonic beamforming chip

Mar

19

2026

Nvidia hosts Taiwan night at GTC 2026, Huang vows to defend Taiwan

Analysis: GTC 2026 widens US-China AI compute gap

Nvidia positions Groq 3 LPUs alongside Vera Rubin for an inference-first era

Samsung Electro-Mechanics rumored to supply MLCCs to top private aerospace firm

Gulf crisis drives up petrochemical and semiconductor costs

Taiwan turns to Stargate playbook: private capital powers AI infrastructure

Fitipower opens Malaysia R&D center to boost global innovation and support

China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Foxconn Interconnect Technology pushes deeper into AI infrastructure with photonic-thermal integration play

Nvidia elevates AI storage, putting NVMe SSD makers at the center

Honda books US$15.7 billion EV loss after scrapping projects and compensating suppliers

Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack

Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers

Nvidia GTC 2026: Techman Robot showcases motion training tech

Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties

SK Hynix posts record pay, R&D, and capex in 2025

Meta's AI agent goes rogue, triggers data breach from within

Elan wins patent infringement ruling against FocalTech, plans damages claim

Micron ramps spending as cleanroom constraints cap memory supply

China's photoresist push moves from lab wins to mass supply

Nexperia's China split sends orders to Taiwan

Amazon's Trainium 3 rumors clash with supplier optimism

US reveals Tesla battery deal with LG, lifting veil on supply chain

Foldable phone shipments may near 30 million in 2026 as Apple enters market

AI and memory drive semiconductor output to surpass US$1 trillion in 2026

The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war

Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents

Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex

AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

Strong quarter for Jabil fueled by smart infrastructure and automotive demand

Column: OpenClaw pulls AI from cloud to the edge

As Chinese automakers push overseas, Western suppliers reclaim upper hand

Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27

Micron forecasts record revenue as memory supply tightens

Chip price surge in 2Q26 shifts cost pressure to end markets

Column: OpenClaw ignites China's AI agent land grab

Nvidia signals optical future, but materials shortages stand in the way

Analysis on Micron's strategic pivot: de-commoditizing the memory industry

Micron delivers record-breaking 2Q26 financial results driven by AI demand

Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support

AMD deepens ties with Naver in bid to expand AI infrastructure

Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty

Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership

China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

Nvidia adopts Groq to tackle AI inference and expand global reach

BYD slides as foreign automakers reclaim ground in China

Rapidus scales back US 2nm R&D early, raising timeline and funding concerns

SK Hynix presses ahead on HBM4 despite tightening AI memory supply

Samsung strike vote nears, DS and DX divisions clash over bonuses

Hormuz blockade triggers domino effect across semiconductor supply chain

Samsung reportedly broadens emergency management as chipflation takes off

Interview: Satellites, talent, and a new UK-Taiwan space pact

Acer ITS makes 'healing economy' micro-payment push to expand beyond smart transport

Column: Cheap tokens are masking an expensive problem

How Hwaseong became South Korea's semiconductor supply-chain capital

Taiwan energy debate intensifies as Middle East tensions raise supply concerns