DIGITIMES archived news

Research Report Database

REALTIME NEWS

Acer sees CPU shortages worse than memory as 2H24 PC market weakens

Tomorrow's Headlines

Grab bets on agentic AI to reshape Taiwan's food delivery market with foodpanda acquisition

Tomorrow's Headlines

Huawei’sTau Law breath new air into China's advanced packaging

Tomorrow's Headlines

Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly

Tomorrow's Headlines

CSP capex surge fuels hot AI server demand and tight supply in 2026

Tomorrow's Headlines

Google and Blackstone form AI cloud venture to commercialize TPU capacity

Tomorrow's Headlines

Taiwan's SAS breaks out of China's low-price solar trap with space, drone, and marine applications

Tomorrow's Headlines

Intel 18A yield gains raise pressure on Samsung foundry

Tomorrow's Headlines

May

26

2026

Gogoro mourns backer Samuel Yin, who committed US$50 million before a single scooter rolled out

Darfon Electronics invests in AI cooling systems maker GrAndvance

Let there be limits—Pope Leo invokes scripture on AI's moral peril, Anthropic in tow

LED maker Ennostar pivots to optical interconnects after high-value shift agin traction

Alchip: ASIC growth may outpace the broader GPU market

Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners

Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules

Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight

Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers

Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus

Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law

Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing

Wiwynn expands US capacity as AI server boom strains power and supply chains

AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

E Ink brings BMW-backed color-changing e-paper car tech to Computex 2026

Win Semiconductors bets on optical and satellite communications growth

Samsung's P4 HBM push could worsen DRAM crunch in 2027

Intel's Rio Rancho fab becomes test case for AI-era chip packaging

GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch

Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap

ASML expands Taiwan hiring and operations to meet advanced chip demand

Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China

Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport

GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked

SK Hynix moves cooling directly to D2D PHY to tackle rising HBM heat challenges

China pushes homegrown AI stack with local chips, LLMs

Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab

Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex

Taiwan MLCC makers plug into AI server demand

Wingtech sues Nexperia for US$1.2B as it fights delisting risk

Holy Stone Enterprise says AI power surge will deepen global MLCC shortages

TP-Link India begins local manufacturing of Wi‑Fi 7, aiming to boost global supply

Micron expands US DDR4 output as AI keeps global supply tight

Lightmatter joins TSMC on COUPE for 3D optical engines

NTT updates tsuzumi 2 to read charts and boost numerical reasoning

Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI

Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers

Castrol moves into AI liquid-cooling testing and lifecycle services for data centers

Chun Yuan Steel positions for growth as Toyota readies Taiwan production base

Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition

Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand

ADATA outlines cloud-to-edge AI ecosystem and cost-cutting AI Scaler at COMPUTEX 2026

TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity

Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026

Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

Inside China's humanoid robot boom: Price war, fractured supply chains

Analysis: Nvidia's Vera CPU opens new front in data center chip race

Japan's carmakers stopped fighting Chinese EVs — and started copying them

Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment

TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike

May

25

2026

Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation

Beyond Silicon Valley: Lam Capital's startup contest goes global

BYD and Chery lead China's advance into Europe's EV market

Physical AI boosts edge demand, lifting IPC order visibility

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

CATL weighs stake in AI startup deepSeek

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

GoPro takeover talks highlight China's growing clout in cameras

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties

Blue Origin to expand Rocket Park campus in Florida with US$600 million investment

Lam Research CEO: New fabs alone will not solve chip bottlenecks

Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix

Foxtron advances full-stack EV vision at 2026 shareholder meeting

AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

Geopolitics and AI push US energy storage to record-breaking quarter

Nan Pao joint venture nears full capacity as semiconductor demand rises

China launches OpenHarmony robot OS for humanoids and AI robotics

Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map

India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits

AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Topco and Bloom Energy install Taiwan's first on-site SOFC low-carbon data center power system

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

Hiroca ramps global expansion and smart cockpit products to drive second-half recovery

Ample Electronic says AI demand is boosting MLCC-related passive components

Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

Global PMX shifts into AI server cooling as demand for AI compute soars

DeepSeek makes 75% API discount permanent, intensifying global AI price war

Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall

Univacco sees steady 2026 sales growth from Poland plant, North America momentum

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment

Huawei targets AI optical networking with InP chip startup investment

Singapore launches physical AI testbed at Punggol Digital District

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

Manus eyes US$1 billion buyback after Beijing blocks Meta deal

Samsung Electro-Mechanics secures large silicon capacitor supply contract

Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources

EGAT pivots into drones to capture US and European defense and commercial demand

Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls

Taiwan to showcase Open Source Team Taiwan pavilion at COMPUTEX to highlight AI and industry collaboration

BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials

Grok falters across government and enterprise as SpaceX pivots to lease idle compute

AI spending forces enterprises to shorten SaaS deals and demand new pricing protections

Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up

Column: World Models—taxonomy and technical foundations in embodied AI

China's EV price war gives way to rising costs

Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships

Tech Forum 2026: AI data centers turn to on-site power amid grid constraints

Samsung's China exit shows Korean brands under pressure

India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

Syntec Technology profit hits record as AI drives factory automation demand

AI server boom lifts memory interface chip leader, but DDR5 risks linger

AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27

Embedded substrates draw AI chip interest as packaging turns strategic

May

24

2026

OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties

China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

AI server boom squeezes Samsung Electro-Mechanics' component supply

Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply

May

23

2026

Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

Tokens per joule: Microsoft's quiet metric for separating AI hype from reality

Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific

Interview: XCaliber challenges million-dollar missile defenses with cheap drone interceptors

Taiwan power chip maker Panjit targets AI and robotics for next growth phase

Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data

IBM and US DoC announce America's first purpose-built quantum foundry, supported by proposed US$1 billion CHIPS award

SK Hynix weighs opening Seoul office at SK Group headquarters

Seoul as next frontier for global startups

Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show

Hotai to build Taiwan production for Toyota Noah and Voxy, exports to Japan start October 2026

CXMT IPO puts China's DRAM supply-chain push in focus

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

Japan's five major companies form PSC battery alliance to lead next-gen solar market

Lenovo revenue rises 27% as AI demand helps offset PC market strain

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms

May

22

2026

AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

Trump calls off executive order for AI safety due to concerns about inhibiting growth

China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains

Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

EverDisplay appoints former Hua Hong executive as chairman in board overhaul

Amkor expands Arizona semiconductor packaging campus with additional 67 acres

AMD deepens China packaging alliance with TF-AMD expansion in Suzhou

Taiwan moves to govern AI across risk, talent, and education

AIC expands analog ICs into fiber optics; orders reach 1Q27

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub

Tesla ramps up hiring for self-driving team in China

WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

Japan, South Korea deepen energy ties: LNG, supply chains and AI security top summit agenda

Win Win Precision pivots to semiconductors and overseas renewables

Taiwan rides chip-led export boom to bankroll industrial overhaul

NIO posts operating profit and strong revenue growth in Q1 of 2026

Emerging Display Technologies pivots to UMI, targets 2026 growth

Forcelead Technology bets on stable 2026 as it expands into TDDI and new automotive displays

Xiaomi expands YU7 lineup with new GT model and entry-level variant

Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions

AP Memory IPD enters Intel's EMIB supply chain, shipments set for 2Q26

China's Wuhan optics hub bets big on AI with 12.8T module debut

Samsung's GaN setback puts foundry shift in focus

Memory shortage reaches smartphone OLED market as shipments fall 12%

Nvidia's rapid AI iteration cycle strains supply chain partners

Samsung's quiet Taiwan play: Pairing memory with foundry to chip away at TSMC

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance

China telcos launch token billing, AI inference goes mass-market

Kian-Shen sees electric bus orders surge as BMW battery box trials set for fourth quarter

Analysis: Samsung deal prevents walkout but deepens internal rifts over compensation

South Korea aims for 50% domestic defense semiconductor supply by 2029

Auto cyber losses topped US$20 billion in 2025 as carmakers tighten defenses

Hotai Motor to trial hydrogen buses and weighs US-made SUVs and pickups as revenue hits record

InPsytech taps former Altera and Intel executive as senior strategy adviser to drive global expansion

Lam Research's Salzburg PLP center signals push toward panel production, but hurdles remain for large-scale adoption

AUO ditches panel era with three new business lines for next decade

Taiwan to launch AI strategy committee for coordinating AI governance

BenQ Qisda Group to spotlight AI deployments at COMPUTEX 2026

TSMC supply chain material maker AMC rides AI packaging yield boom

Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share

BOE, Corning target glass substrates for AI chip packaging

AI memory crunch pushes Nanya Technology toward 2027 fab ramp

As AI reshapes data center power, Liteon bets on silicon photonics

Foxtron pushes into consumer EVs with Bria and Cavira launches

Global corporates take the pitch stage at Plug and Play Silicon Valley May Summit 2026

AI agents reshape enterprise computing, Lisa Su and Kai-Fu Lee say

Khgears to expand into humanoid robots in 2026 while pursuing Japan Tier 1 alliance

Taobao pivots to AI-driven localization to boost repeat purchases in over 200 markets

French AION consortium to bid for EU funding to build ?10B AI data center campus

UiPath offers on-premises Agentic AI to help regulated firms meet security and compliance needs

E Ink unveils new controller architecture to boost large-format e-paper video performance

AMD deepens Taiwan supply chain ties with US$10B-plus push

US-Japan cooperation could protect Taiwan '99%', defense investors told at Silicon Valley summit

Intel's foundry reset: 14A, 10A and tougher engineering rules

Far EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience

Lam Research launches PLP Center of Excellence, replacing wafers with panels

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens

Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026

Two-year-old Chinese robotics firm claims to supply nine of world's top ten tech giants

Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

May

21

2026

AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output

Tech Forum 2026: Taiwan must design space, not just build it

xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain

Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

Commentary: Trump's Taiwan chip claim tests TSMC's silence

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

How Nvidia plans to sell Vera CPUs: Four deployment models explained

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

Taiwan moves to restore drone procurement funding after legislature cuts defense budget

GigaDevice sees niche DRAM and NAND prices rising through 2026

Taiwan's export engine stalls in April as global orders pull back

OpenAI moves up IPO timeline to get ahead of Anthropic

Five weak links India Semiconductor Mission 2.0 must fix

AI chip boom strains ABF substrate supply chain

Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN

Texas Instruments sues former exec over trade secret theft at GlobalFoundries

Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates

Yulon to fully back Foxtron production as N7, Bria and Carvia enter mass production

LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case

OpenAI offers 1-3 year reserved AI capacity with discounts to attract enterprise contracts

Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures

SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push

Vietnam issues AI regulations, requires OpenAI and Anthropic to appoint local government liaisons

China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain

Tokuyama to build second high-purity IPA plant in Taiwan to bolster global semiconductor supplies

Grab to expand food delivery business in Taiwan

Exclusive: TOPCon faces funding cuts while HJT and BC receive government support

Tech Forum 2026: How much longer can semiconductors sustain Taiwan?

From anti-jamming drones to tumor-on-a-chip: Taiwan deep-tech courts Silicon Valley capital

TSMC's cautious capex is averting an AI bubble, says investor

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

White House plans voluntary frontier-model review, in bid to close gap with China and EU

SpaceX IPO reveals Musk's US$4 billion AI gamble

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis

Samsung labor dispute adds pressure to memory chip market

How South Korea is pitching itself to Silicon Valley's startup elite

Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027

OpenAI picks Singapore for first overseas applied AI lab

South Korea bets on KIST, LG to catch up in humanoid robots

Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO

US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions

OSE targets AI server SMT growth as memory demand lifts outlook

SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US

FII challenges Broadcom and Nvidia as CPO race shifts to system integration

Iron Force eyes North America production, AI server cooling shipments in 2Q26

China memory supplier Biwin's AI photonics funding raises questions

Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

NXP pitches CoreRide as a shortcut to software-defined cars

NXP CoreRide Z248 leverages Inventec, Delta support in SDV push

Column: Agentic AI's autonomy problem—the security risks from machines that act

AI server demand tightens passive component supply, lifting Taiwanese suppliers' share

TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure

Limited joint-load capacity threatens humanoid robots' ability to replace human labor

Analysis: Why Taiwan's telcos aren't following the US playbook on satellite

DFI flags supply crunch, not orders, as 2026's real growth ceiling

Nvidia revenue surges 85% as data center sales jump 92%

Samsung averts strike with last-minute labor deal, but deeper divisions remain

Agibot claims 100% success rate in factory deployment as humanoid race shifts to real-world validation