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Jul 3

China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

Chinese AI company Z.ai, also known as Zhipu AI, is escalating its challenge to US leaders Anthropic and OpenAI with the release of its open-weight GLM-5.2 model and a new AI coding assistant, underscoring China's growing competitiveness in frontier AI.

Apple plans five iPhone launches to capture market share amid component shortages

Jul 3

South Korea bets on southwest semiconductor cluster, but key hurdles remain

Jul 3

India and Japan deepen economic security ties at New Delhi summit

Jul 3

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Jul 3

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AIAI supercycle could drive semiconductor market beyond US$2 trillion by 2030

Jul 6, 07:29

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.

ICT MANUFACTURINGIndia roundup: India accelerates semiconductor ambitions through policy and global partnerships

Jul 6, 07:28

India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts to strengthen resilient supply chains and expand domestic electronics production despite infrastructure challenges and rising component costs amid intensifying global competition.

ICT MANUFACTURINGAnalysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar

Jul 6, 07:27

Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.

ICT MANUFACTURINGAI reshapes supply chains as Tong Ming upgrades smart manufacturing

Jul 6, 07:26

The AI boom is reshaping global supply chains and accelerating manufacturing's shift toward smarter operations. Tong Ming, the world's largest single stainless-steel fastener maker, said it will invest about NT$140 million (US$4.4 million) in the second half of 2026 to automate a semi-finished goods warehouse at its Changsheng plant, while strengthening automation, digital management, and precision services to boost competitiveness and address challenges from the EU's Carbon Border Adjustment Mechanism (CBAM) and supply-chain restructuring.

AIFrom Bloomberg to DIGITIMES: building a media model for the AI era

Jul 5

Manhattan is where financial giants gather. By the weekend, the crowds become so dense that near Times Square, even moving through the streets can be difficult. At moments like this, a walk through Central Park becomes the best choice. With its forests, streams, and seemingly natural ecology, and with plane trees, pines, and olive trees arranged in irregular patterns, Central Park truly is the best place for New Yorkers to rest in the heart of the city.

SERVER, IPC, CLOUD COMPUTING, IOTComponent inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

Jul 5

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.

AIAI, HPC test interface demand drives CHPT June revenue to new monthly high

Jul 5

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive monthly revenue record as demand from the market remained strong. The company also posted record quarterly revenue in both the first and second quarters of 2026, underscoring its sustained growth momentum.

IT COMPONENTS, PERIPHERALSCSCC advances carbon materials for AI data center BBU supply chain

Jul 5

CSCC is pushing its carbon materials, advanced carbon materials, and graphite blocks as a three-pronged strategy to target battery backup units (BBUs) for AI servers. Its advanced carbon materials have entered the final customer certification stage and are expected to secure an entry point into the AI data center supply chain.

AIWhy enterprise AI in manufacturing is stuck at the pilot stage

Jul 5

At a late-June industry forum, experts from Taiwan's TPIsoftware, the Institute for Information Industry (III), and Phison Electronics agreed that although AI is now indispensable for manufacturing, scaling it up depends less on raw model capability than on whether companies can actually trust it in operation. Fragmented data, weak governance, and cybersecurity concerns remain the primary hurdles keeping companies from moving past pilot projects into full adoption.

SERVER, IPC, CLOUD COMPUTING, IOTMachvision's June revenue hits another record due to AI demand

Jul 4

Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for the semiconductor and PCB inspection equipment maker. The company said the biggest challenge has now shifted from winning orders to managing supply chains and expanding capacity.

SERVER, IPC, CLOUD COMPUTING, IOTSoftBank targets AI cloud market with 10GW US rental plan

Jul 4

SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing resources, aiming to challenge CoreWeave and Nebius in the fast-growing AI cloud market. The new unit, SB Neo, is scheduled to begin operations in fiscal 2027 (April 2027 to March 2028).

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Exclusive: Synopsys CEO eyes subscription-plus-token model in AI Agentic era

Synopsys celebrated the 35th anniversary of its Taiwan operations and the opening of its new Hsinchu office on June 15. During the event, Synopsys CEO Sassine Ghazi sat down with DIGITIMES to discuss how agentic AI is transforming electronic design automation (EDA), semiconductor development, and the future of engineering work.

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