DIGITIMES: News and Insight of the Global Supply Chain

South Korea-U.S. investment talks stall over commercial viability

Lily Hess — Mon, 21 Sep 2026 09:25:01 GMT

South Korea and the US have hit an impasse in final-stage investment talks over commercial viability safeguards, with South Korean President Lee Jae-myung saying that some parts are hard to accept. The deadlock is raising concerns that the months-long negotiations over South Korea's investment plans in the US could collapse.

Taiwan drone makers pursue dual-track growth on domestic defense orders, US market expansion

Willis Ke — Mon, 21 Sep 2026 09:14:34 GMT

Following the Legislative Yuan's passage of the Act on Strengthening Defense Autonomy and Developing the Unmanned Vehicles Industry and its subsequent countersignature by the Executive Yuan, Taiwan's drone industry is preparing for a potential new wave of government procurement, with tenders possibly emerging by the end of 2026. While the expected domestic orders could provide a boost, Taiwanese drone manufacturers are also accelerating overseas expansion to diversify their customer base and reduce reliance on local procurement.

Kaohsiung's new industrial park targets advanced packaging suppliers for the post-Moore era

Levi Li — Mon, 21 Sep 2026 09:04:08 GMT

Baipu Industrial Park, located on the border of Kaohsiung's Gangshan and Ciaotou districts, broke ground on September 21 after receiving approval from Taiwan's Ministry of Economic Affairs in March 2026. More than 20 semiconductor supply-chain companies, including TSMC, attended the ceremony, with the project expected to strengthen links across southern Taiwan's semiconductor "S Corridor".

Samsung builds fab robot team, targets chip equipment maintenance

DIGITIMES — Mon, 21 Sep 2026 08:57:49 GMT

Samsung Electronics has formed a dedicated organization to develop and deploy robots in its semiconductor fabs, with equipment preventive maintenance (PM) expected to be the first target as the chipmaker pushes automation into work that still depends heavily on engineers.

US auto groups press Trump to block Chinese automakers from the market

DIGITIMES — Mon, 21 Sep 2026 08:55:00 GMT

Major US and global automakers, suppliers and dealers with factories in the United States urged President Donald Trump to keep Chinese automakers out of the American market ahead of the September 24 US-China summit. In a rare coordinated move, the industry groups warned that allowing Chinese carmakers into the US would raise security and competitive risks.

SDC president declares foldable leadership, urges Korea to defend OLED advantage

Yunnie Cheng — Mon, 21 Sep 2026 08:32:55 GMT

Facing aggressive expansion by Chinese competitors, Samsung Display (SDC) president and Korea Display Industry Association (KDIA) chairman Chung Yi expressed strong confidence in SDC's foldable panel capabilities. However, he warned that rival nations are funneling funds and expertise gained during the LCD era into OLED development. He called on South Korea to unite industry, government, academia, and research sectors to prevent a repeat of the loss of market leadership that occurred in the LCD industry.

Lattice Mach-N2 transitions to 16nm FinFET, integrating post-quantum encryption to strengthen control security

Yunnie Cheng — Mon, 21 Sep 2026 08:32:44 GMT

Lattice Semiconductor recently unveiled its next-generation secure control field-programmable gate array (FPGA) series, the Mach-N2. Built on the Nexus 2 small FPGA platform, the series features embedded flash memory, a hardware root of trust, and post-quantum cryptography (PQC) compliant with the US National Security Agency's Commercial National Security Algorithm Suite 2.0 (CNSA 2.0). It targets long-lifecycle infrastructure, such as data centers, that must proactively defend against emerging quantum computing threats.

China's smart glasses boom: AI evolution, market shakeout, macro trends

DIGITIMES — Mon, 21 Sep 2026 08:31:44 GMT

China's smart glasses sector is experiencing explosive growth, driven by shifting consumer habits, rapid technological advancements, and strong policy backing. However, beneath the surface lies a fundamental divide: while lightweight AI and AR glasses are surging, the once-popular audio-only glasses market is shrinking.

Qisda leverages ICT foundation to build one-stop AI healthcare platform

Yunnie Cheng — Mon, 21 Sep 2026 08:30:30 GMT

Qisda is accelerating the integration of information and communications technology (ICT) with healthcare, turning its network of hospitals and pharmacies into real-world testbeds for ICT-driven medical services. Beyond medical imaging analysis, the group is deploying AI across medical recordkeeping, nursing handoffs, and shift scheduling. By expanding into care facilities, pharmaceutical logistics, and rehabilitation equipment, Qisda is extending its reach from inpatient clinical care to post-treatment recovery and remote delivery.

Europe's hydrogen trucks chase commercialization

Charlene Chen — Mon, 21 Sep 2026 08:28:50 GMT

Major European truck makers and suppliers are accelerating alliances to push hydrogen vehicles and refueling infrastructure, as Europe tightens emissions rules and automakers race to avoid missing out on the hydrogen market. But hydrogen trucks still have to prove they can compete with diesel trucks on cost, while also facing pressure from battery-electric rivals.

Leading Interconnect Semiconductor starts Shenzhen advanced packaging substrate plant

DIGITIMES — Mon, 21 Sep 2026 08:23:40 GMT

Leading Interconnect Semiconductor, a Zhen Ding Technology subsidiary, has broken ground on an AI advanced packaging substrate project in Bao'an, Shenzhen, with total investment expected to be at least CNY12 billion (approx. US$1.79 billion). The new site is designed to add four factories and expand the company's ability to develop, manufacture, and deliver high-end flip-chip ball grid array (FCBGA) products for AI, high-performance computing (HPC), and advanced packaging customers.

Taiwan delays 2026 power rate decision as war drives fuel costs higher

DIGITIMES — Mon, 21 Sep 2026 08:09:24 GMT

Taiwan's Ministry of Economic Affairs delayed a 2026 electricity rate decision on September 18 after the Middle East war pushed up fuel prices and raised Taiwan Power's generation costs. The ministry said it would first seek NT$71.1 billion (approx. US$2.24 billion) in government funding, while the current tariff will stay in place through December 2026.

Microsoft AI chief says regulation is not a bad thing

DIGITIMES — Mon, 21 Sep 2026 08:05:55 GMT

Silicon Valley's AI safety debate is increasingly splitting into two camps; Microsoft AI chief Mustafa Suleyman says science and technology should serve humanity, that companies should not create things they cannot control, and that regulation should not automatically be seen as a bad thing.

Rebellions chips process over 4 billion tokens a day for SK Telecom

DIGITIMES — Mon, 21 Sep 2026 07:53:06 GMT

South Korean AI chipmaker Rebellions has expanded its neural processing units (NPUs) across four commercial SK Telecom services, with the infrastructure now processing about 14 million real-time requests and more than 4 billion tokens a day.

Physical AI opens a new growth window for FD-SOI as China builds domestic supply chain

DIGITIMES — Mon, 21 Sep 2026 07:42:48 GMT

AI's shift from data centers into cars, robots, wearables, and connected devices is widening the market for fully depleted silicon-on-insulator (FD-SOI), while China is building a domestic supply chain spanning substrates, foundry capacity, and chip design.

Tower Semiconductor to make Japan its largest optical chip base

DIGITIMES — Mon, 21 Sep 2026 07:24:06 GMT

Tower Semiconductor plans to make Japan its largest manufacturing base for optical communications semiconductors after expanding silicon photonics (SiPh), silicon germanium (SiGe), and advanced packaging capacity in the Hokuriku region, as demand from AI data centers accelerates.

Trump announces 'AI Force' as safety concerns and China rivalry mount

DIGITIMES — Mon, 21 Sep 2026 07:20:01 GMT

US President Donald Trump has announced that he will launch a new unit dedicated to AI, called the "AI Force". This proclamation follows a surge of concern among US industry leaders and the public over safety. It also precedes talks between Chinese President Xi Jinping and Trump this week, where AI is expected to be on the agenda.

Apple, Xiaomi, Qualcomm each eye edge AI ecosystem gains

Charlene Chen — Mon, 21 Sep 2026 07:15:49 GMT

Market sources say Apple is developing an enterprise AI server that could use 2-4 unreleased M8 Ultra processors, aimed at AI developers, large enterprises and government agencies for AI inference workloads. Apple's edge data center may also adopt NVLink. Apple and Nvidia have not responded.

First Solar withdraws 337 case, shifts TOPCon patent fight

Charlene Chen — Mon, 21 Sep 2026 06:52:17 GMT

US-based First Solar, best known for thin-film solar production, plans to withdraw its Section 337 complaint under the Tariff Act of 1930 and resume patent lawsuits against rivals. Market observers say the company still wields significant firepower in the US TOPCon patent war.

Z.ai's ZCode crisis exposes AI coding's enterprise trust gap

DIGITIMES — Mon, 21 Sep 2026 06:25:00 GMT

Chinese AI developer Z.ai has open-sourced its ZCode coding tool and is preparing a zero-data-retention option for its Model-as-a-Service (MaaS) platform after ZCode was found packaging local code repositories and attempting to upload them to the cloud.

TSMC builds Kaohsiung hub to speed advanced packaging tests

DIGITIMES — Mon, 21 Sep 2026 06:24:56 GMT

TSMC is building an advanced packaging validation hub in southern Taiwan as rapid chip-on-wafer-on-substrate (CoWoS) expansion puts pressure on equipment and materials suppliers to qualify new technologies faster.

Chinese image sensor maker GalaxyCore raises the stakes in high-end CIS

DIGITIMES — Mon, 21 Sep 2026 06:20:45 GMT

GalaxyCore Inc. plans to raise up to CNY4.2 billion (US$627 million) to expand 12-inch CMOS image sensor (CIS) capacity and develop 100MP and 200MP sensors, doubling down on higher-value imaging after its first Fab-Lite investment took longer than expected to deliver returns.

SK Hynix pushes deeper into logic for next-generation 3D DRAM

DIGITIMES — Mon, 21 Sep 2026 06:02:43 GMT

SK Hynix is pushing deeper into logic design as it develops a next-generation 3D DRAM architecture that could separate memory-cell processing from the peripheral circuits that control it, allowing each to be optimized with different manufacturing technologies.

Tesla AI server order puts Pegatron back alongside Asus, 18 years after split

Levi Li — Mon, 21 Sep 2026 04:09:05 GMT

Eighteen years after their split, Asus and Pegatron are converging on AI servers, seeking to close the gap with earlier movers including Quanta, Wistron, Foxconn and Gigabyte.

Musk's Memphis move puts xAI at the center of his empire

Jingyue Hsiao — Mon, 21 Sep 2026 03:38:13 GMT

Elon Musk is personally overseeing construction at xAI's Memphis data center, moving into an Airstream trailer beside the site as he takes a more hands-on role in the company's AI buildout. The move underscores how central Memphis has become to Musk's latest infrastructure push, while his renewed talk of a possible Tesla and SpaceX merger adds another layer of strategic uncertainty.

Samsung reportedly plans to double HBM4 output in 2027 as memory supply stays tight

DIGITIMES — Mon, 21 Sep 2026 03:09:14 GMT

Samsung Electronics is reportedly preparing to at least double production of its HBM4-family memory in 2027, accelerating a shift toward higher-value products as supply constraints persist across the broader memory market.

EV battery demand is going global, yet material supply remains overwhelmingly Chinese

DIGITIMES — Mon, 21 Sep 2026 03:04:42 GMT

For years, the global EV industry has been characterized by a persistent trend to diversify its manufacturing footprint beyond China. As automotive manufacturers struggle to survive the procurement battle, the fault lines stemming from a concentrated market have proved difficult to escape, with critical battery materials remaining overwhelmingly concentrated among Chinese suppliers.

Wiwynn chair says AI hardware is being reshaped by power, cooling, interconnect demands

Jingyue Hsiao — Mon, 21 Sep 2026 03:04:23 GMT

AI computing is changing how global hardware is designed, built, and deployed, with implications that extend well beyond Taiwan's tech sector. At a September 19 event, Wiwynn chair Emily Hong said the industry now faces three central challenges: power, cooling, and high-speed interconnect, as demand for AI infrastructure rises worldwide.

China sets first national perovskite solar testing standard

Jingyue Hsiao — Mon, 21 Sep 2026 02:50:34 GMT

China has introduced its first national standard for perovskite photovoltaics, a move that could improve how solar performance is measured and compared worldwide. The new rules are likely to support industry transparency, help investors assess progress more accurately, and speed commercialization by reducing inconsistencies in testing data across markets.

ByteDance's China AI chip push hits substrate shortage

Lily Hess — Mon, 21 Sep 2026 02:36:03 GMT

China's fast-rising AI models are running into a compute supply bottleneck as demand for advanced packaging substrates surges, with ByteDance reportedly preparing to spend CNY100 billion (US$14.9 billion) a year on large-scale chip substrate purchases by 2030. Supply chain sources say the scramble for packaging substrate capacity is intensifying across Huawei HiSilicon, Hygon Information Technology, ByteDance, and major outsourced semiconductor assembly and test (OSAT) players, even as the industry races to expand output.

Acer taps local health data to build sovereign healthcare AI

Jingyue Hsiao — Mon, 21 Sep 2026 02:35:42 GMT

Acer Medical said Taiwan's and South Korea's long-standing health insurance and medical records could underpin a new wave of sovereign healthcare AI as the company moves beyond image recognition into generative AI and AI agents. The company highlighted uses in remote care, motion analysis, and preventive medicine at a Next AI event in Wonju, South Korea.

Intel reportedly in talks with AUO on advanced packaging

DIGITIMES — Mon, 21 Sep 2026 02:28:40 GMT

Intel is reportedly in talks with AUO on Micro LED substrate-based advanced packaging for co-packaged optics (CPO) and high-density computing, as display makers look to turn large-area glass-processing expertise into semiconductor packaging capabilities.

Shell oil shortage puts Volkswagen contract under review as Europe's aftermarket feels the strain

Jingyue Hsiao — Mon, 21 Sep 2026 02:22:37 GMT

A Middle East war-driven oil squeeze is rippling beyond fuel stations and into Europe's auto repair network, with global implications for drivers, suppliers, and carmakers. Shell's engine oil shortage has prompted Volkswagen Group to review a contract worth millions of euros, reviving memories of the pandemic-era chip crisis.

iPhone Duo takes the baton from 18 Pro to extend Apple's upgrade wave

Levi Li — Mon, 21 Sep 2026 02:22:35 GMT

Apple has changed its iPhone launch cadence this year, splitting its high-end releases into two waves. The iPhone 18 Pro series went on sale on September 18, with Apple's first foldable iPhone, the iPhone Duo, set to follow on October 23.

Faraday Future says robotics, not EVs, must carry it to profitability

DIGITIMES — Mon, 21 Sep 2026 02:22:23 GMT

Faraday Future used its annual 919 launch event on September 19 to complete what it calls "Robot World 2.0," unveiling nine new embodied AI (EAI) devices and four industry productivity solutions, putting an all-new Futurist humanoid on sale, and pricing a Master Mini from US$9,990. The lineup spans humanoids, quadrupeds, and mobile manipulators in large, medium, and small sizes, which the company claims is the widest range of device forms of any US robotics company.

Largan makes seventh land, factory purchase of 2026 in co-packaged optics push

Eifeh Strom — Mon, 21 Sep 2026 02:22:12 GMT

Major Taiwanese optical lens maker Largan Precision announced on September 17 that it acquired around 7,468.43 square meters of land and 12,215.54 square meters of building space in the Nantun District, Taiwan, for NT$1.17 billion (approx. US$36.82 million), to be used for future capacity expansion. The purchase marks the company's seventh land acquisition in 2026, with the acquisitions mainly involving ready-to-use factory buildings and land, in a move suggesting it is preparing for co-packaged optics (CPO).

Acer founder says slowing AI development will be hard, amid call for AI slowdown

Eifeh Strom — Mon, 21 Sep 2026 02:22:03 GMT

Acer founder Stan Shih stated that slowing artificial intelligence (AI) growth is not easy, as semiconductor capacity is still insufficient to support the current pace of AI development. He added that Taiwan's tech manufacturers have always been known for their flexibility and speed, and they will only become stronger in the face of fluctuations in technology cycles.

DB HiTek gains pricing power as 8-inch supply tightens

DIGITIMES — Mon, 21 Sep 2026 02:21:46 GMT

South Korea's DB HiTek is gaining pricing power as tightening 8-inch foundry supply, high utilization, and stronger demand for power-management chips improve conditions across mature-node manufacturing.

China monitor market splits as commercial demand holds up, premium displays gain ground

DIGITIMES — Mon, 21 Sep 2026 02:21:34 GMT

China's PC monitor market is entering a period of sharper structural divergence, with commercial demand offsetting part of a weakening consumer segment while rising component costs push manufacturers toward higher-value products.

Foxconn takes EV ambitions deeper with Quantron commercial vehicle deal

Levi Li — Mon, 21 Sep 2026 02:19:15 GMT

Foxconn is expanding its global electric vehicle footprint through partnerships with German commercial vehicle brand Quantron and intelligent driving technology company HyperView. The group will serve as the industrial manufacturing partner for Quantron China's truck and bus platforms, producing next-generation zero-emission commercial vehicles for international markets.

CXMT closes in on DRAM leaders with G5 process breakthrough

DIGITIMES — Mon, 21 Sep 2026 02:04:37 GMT

China's CXMT has begun mass production of its fifth-generation DRAM platform, or G5, claiming process capabilities comparable with the industry's most advanced mass-production nodes and bringing higher-density LPDDR5X into volume production.

IBM unit secures US$1 billion CHIPS Act award to expand quantum wafer manufacturing

DIGITIMES — Mon, 21 Sep 2026 02:04:24 GMT

Anderon LLC, an IBM company, has finalized a US$1 billion award under the US CHIPS and Science Act to expand quantum wafer manufacturing in Albany, New York. The move could help speed global progress in quantum computing by strengthening the supply chain for a technology with broad implications for industry, security, and research.

Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV

DIGITIMES — Mon, 21 Sep 2026 01:59:43 GMT

This week's reports centered on intensifying competition and bottlenecks across the semiconductor and AI supply chains, from Sandisk's unusual engineering push in Korea and Google's TPU-driven ASIC demand to equipment shortages and packaging debates that could slow capacity expansion. Taiwan's Physical AI discussions emphasized system integration over components, while China's semiconductor researchers outlined a DUV-based sub-3nm GAA path. Beijing also moved to restrict civilian drones starting in November sharply. Below are the most-read DIGITIMES stories from September 14 to September 20, 2026

Anthropic reportedly weighs a new model, outside safety auditors as its IPO clock runs down

DIGITIMES — Mon, 21 Sep 2026 01:07:41 GMT

Anthropic is reportedly being asked to prove two opposite things at once. To list at the valuation its bankers have floated, the company must show public-market investors that Claude remains competitive among enterprise buyers. To keep the safety-first identity that separates it from OpenAI, it must show it is willing to move slower than it can. The next few weeks will show which of those claims it is prepared to compromise.

Column: AI usage patterns may be shifting the case for self-hosted servers

Jingyue Hsiao — Sun, 20 Sep 2026 23:45:26 GMT

A new Anthropic threat intelligence report offers an unusual glimpse into how advanced AI systems are being used under heavy, real-world workloads. The findings suggest that the decision to buy or host AI servers may depend less on model quality alone, and more on which tasks consume tokens, how long they run, and how much operational state they must preserve.

AMAX expands liquid-cooled data center in push beyond hardware

Sherri Wang — Sun, 20 Sep 2026 23:45:09 GMT

Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into infrastructure and engineering services, with customer demand giving it more than a year of order visibility.

US-Mexico trade talks put AI servers in focus as Taiwan ODMs seek common ground

Scarlett Yu — Sun, 20 Sep 2026 23:44:54 GMT

The US is reportedly pressuring Mexico to tighten rules of origin for AI hardware to limit the use of components produced outside North America, particularly in China. Server supply chain sources said the Mexican government began consultations with Taiwanese original design manufacturers (ODMs) around 10 days ago to explore mutually acceptable solutions, signaling a willingness to negotiate.

DIGITIMES Insight: AI chip upgrades shift substrate supply bottleneck from upstream materials to equipment

Yunnie Cheng — Sun, 20 Sep 2026 23:44:24 GMT

DIGITIMES Intelligence has observed that as the performance of AI accelerators and server CPUs continues to advance, chips are increasing not only in compute core counts and I/O channels but also in integration complexity. Higher integration of high-bandwidth memory (HBM), high-speed SerDes, and chiplet designs makes signal transmission, power delivery, and component interconnects within the package far more complex, driving high-end IC substrates toward larger surface areas and higher layer counts.

Dassault Systèmes: AI-native transformation emerges as Taiwan's next industrial frontier

Willis Ke — Sun, 20 Sep 2026 23:43:52 GMT

Digital transformation is no longer the endpoint for Taiwan's technology industries. As artificial intelligence moves from individual applications into core business operations, companies are entering a new phase in which AI, engineering models, and industrial knowledge are increasingly integrated into product development and operations, Dassault Systèmes said.

HEC Compucase AI server products drive 2026 revenue growth

DIGITIMES — Sun, 20 Sep 2026 23:43:30 GMT

HEC Compucase's AI server-related rollout continues to gain traction as AI racks, cooling modules, and high-end power supplies move into mass production or volume shipments. The company expects fourth-quarter 2026 shipments and operating momentum to strengthen further, with full-year 2026 revenue set to maintain double-digit growth and first-half gross margin rising to 24%, about 3 percentage points higher than a year earlier.

ACES targets AI compute, power with cable ramp-up

DIGITIMES — Sun, 20 Sep 2026 23:43:11 GMT

High-speed transmission demand continues to rise on the back of AI server and data center buildouts, while cloud service providers (CSPs) accelerate adoption of in-house application-specific integrated circuit (ASIC) platforms. As a result, demand for high-speed connectors and high-speed transmission cables inside servers is also increasing.

Tyntek optical communications MPD ramps quarterly, 2027 capacity triples

Charlene Chen — Sun, 20 Sep 2026 23:42:45 GMT

Tyntek is rapidly expanding into optical communications as AI data-center demand drives a surge in high-speed transmission needs, with shipments set to rise significantly from the third quarter and gross margin and profitability expected to improve sharply. Backed by clear orders from a major US customer, the company has already launched an NT$1.2 billion (US$37.7 million) expansion plan approved by its board in August, aiming to triple monthly capacity to 1,500 wafers by the end of 2027.

Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms

Charlene Chen — Sun, 20 Sep 2026 23:42:28 GMT

Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as 80% year-over-year, while it also plans to gradually scale back Neo QLED output and potentially stop production as early as 2028. The move shifts the company's LCD TV focus toward Mini LED models without QD.

Ampoc AI PCB orders surge as it expands into CPO

Lily Hess — Sun, 20 Sep 2026 23:41:58 GMT

Printed circuit board (PCB) wet-process equipment maker Ampoc Far-East said demand for its in-house high-end equipment has surged on AI servers and high-performance computing applications, driving brisk orders in the first half of 2026 and strong utilization rates. Capacity is now close to fully booked, and customers have also begun laying out long-term orders for the next one to two years.

AI safety debate heats up: Pegatron chairman urges risk controls, not an innovation halt

Levi Li — Sun, 20 Sep 2026 23:41:41 GMT

AI safety concerns are intensifying debate over whether development should slow, with US technology executives divided over the trade-off between innovation and risk. Pegatron chairman T.H. Tung, speaking at a forum on September 18, likened the current AI race to three sports cars speeding against each other through city streets, prompting calls to slow down.

Podcast highlights: Apple could take the lead in foldable share

Charlene Chen — Sun, 20 Sep 2026 23:41:02 GMT

DIGITIMES analyst Luke Lin said on his podcast that the foldable's pricing is more consumer-friendly than expected, but Apple's across-the-board price hikes on older models will weigh on iPhone shipments in the second half of the year. He added that the packaging changes for the A20 Pro are the signal that supply chain players should watch most closely.

CHT completes 4th Taiwan-Matsu subsea cable, boosting offshore resilience

Yunnie Cheng — Sun, 20 Sep 2026 23:40:36 GMT

Chunghwa Telecom (CHT) announced on September 18 that the nearly 300km-long Taiwan-Matsu submarine cable has been completed, landed, tested, and has officially been added to the Taiwan-Matsu external communications network. The project strengthens communications resilience for the outlying Matsu Islands by adding a third route with redundant backup and improving service stability for residents and public services.

ACM Research's Shanghai unit leans on overseas installs, panel-level plating for its next leg of growth

DIGITIMES — Sun, 20 Sep 2026 23:40:04 GMT

ACM Research Shanghai is staking its growth case on two developments: planned tool installations at customers outside mainland China and orders for panel-level advanced packaging equipment, according to Star Market Daily, Securities Times, and East Money.

India roundup: Semicon India 2026 puts commercial production and supplier investment in focus

DIGITIMES — Sun, 20 Sep 2026 23:39:38 GMT

India's semiconductor push is moving from policy to production, with new government funding, supplier investments, rising deal activity and expanding equipment, materials, testing and manufacturing capacity across the ecosystem nationwide.

Analysis: The race to superintelligence meets a demand for restraint — and the industry is split

DIGITIMES — Sun, 20 Sep 2026 23:39:19 GMT

The extraordinary technological progress humanity has witnessed since AI first emerged has propelled a fundamental shift in industrial development. With experts hailing AI as the next phase of the digital revolution and an extension of Industry 4.0, the technology is increasingly reshaping how industries operate.

Charts: Two-thirds of Taiwan's chip equipment growth comes from testing AI chips

DIGITIMES — Sun, 20 Sep 2026 00:28:17 GMT

Taiwan's listed semiconductor equipment, components, and solutions suppliers are growing at nearly twice the pace of the chipmakers they serve, and most of that growth traces back to one step in the production flow: test.