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<title>DIGITIMES: News and Insight of the Global Supply Chain</title>
<link>https://www.digitimes.com</link>
<description>A platform bridging customers and suppliers</description>
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<copyright>Copyright 2026 DIGITIMES Inc.</copyright>
<lastBuildDate>Fri, 28 Aug 2026 10:28:33 GMT</lastBuildDate>
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<title>AI data center 800VDC power architecture takes shape; future hurdles require balancing multiple key factors</title>
<pubDate>Fri, 28 Aug 2026 09:11:46 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260819RS400/data-center-power-supply-digitimes-gan-nvidia-2026.html?chid=2</link>
<description>DIGITIMES believes that 2026 will be a pivotal year in the stabilization of 800VDC power architectures for AI data centers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Server and HPC</category>
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<title>Winstar's AI push gains momentum with some orders extending into 2027</title>
<pubDate>Fri, 28 Aug 2026 08:55:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD232/winstar-2027-2026-expansion-ai-applications.html</link>
<description>Winstar Display is accelerating its expansion into AI applications, with its products already integrated into data centers, power management systems, controllers, testing equipment, and semiconductor facilities. The company projects AI-related orders to grow by 30% to 40% in 2026, with AI revenue share rising from 3&#38;ndash;4% to 5% in the near term.</description>
<dc:creator>Yunnie Cheng</dc:creator>
<category>Displays</category>
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<title>Humanoid robot demand boosts planetary gear reducers</title>
<pubDate>Fri, 28 Aug 2026 08:45:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD229/apex-robot-demand-market-business.html</link>
<description>Apex Dynamics is optimistic about its business outlook for the second half of 2026, with planetary gear reducers emerging as a key growth driver. The company said its results for the first half of the year posted double-digit profit growth, while the reducer business continued to lead expansion.</description>
<dc:creator>Lily Hess</dc:creator>
<category>ICT</category>
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<title>Foxconn eyes higher margins with push beyond contract manufacturing</title>
<pubDate>Fri, 28 Aug 2026 08:25:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD212/foxconn-manufacturing-technology-adoption-data.html</link>
<description>AI adoption continues to expand, but putting the technology to work and integrating it into everyday operations remain key hurdles. Speaking at the 2026 Taiwan Sustainability Summit, Yung-Hui Li, director of the Artificial Intelligence Research Center at the Hon Hai Research Institute, outlined Foxconn's approach to the generative AI era, covering the group's strategic direction, the technical path behind its in-house large language model FoxBrain, and the application of AI in smart manufacturing, energy conservation and carbon reduction.</description>
<dc:creator>Sherri Wang</dc:creator>
<category>ICT</category>
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<title>ASIC makers see CSP orders stay strong through 2028</title>
<pubDate>Fri, 28 Aug 2026 08:18:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD234/asic-2028-csp-2026-demand.html</link>
<description>The four major US cloud service providers (CSPs) have already rewritten their 2026 capital expenditure records, and ASIC vendors are increasingly confident that demand will remain strong through 2028 as customer spending and supply-chain visibility both extend farther out.</description>
<dc:creator>Lily Hess</dc:creator>
<category>ICT</category>
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<title>Apple's M6 marks a transitional step before wider 2nm adoption</title>
<pubDate>Fri, 28 Aug 2026 08:06:51 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD233/apple-chips-mac-mini-performance-capacity.html</link>
<description>Apple on August 25 unveiled the M6 and M5 Ultra chips without holding a launch event, with the M6 becoming the company's first processor built on TSMC's 2nm process and debuting in the new Mac mini. But industry watchers say the M6's short-term significance lies mainly in showcasing 2nm design technology, not in delivering immediate commercial gains.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Communications</category>
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<title>Huawei targets 100 million HarmonyOS 6 devices, paving way for global expansion next</title>
<pubDate>Fri, 28 Aug 2026 08:05:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD227/harmonyos-huawei-expansion-chairman-operating-system.html</link>
<description>Huawei rotating chairman Eric Xu said at the HarmonyOS Ecosystem Conference 2026 in Shenzhen on August 28 that the HarmonyOS ecosystem now has more than 100,000 native applications, while HarmonyOS smartphones can access more than 400,000 apps. As of August 20, the number of devices running HarmonyOS 6 had exceeded 80 million and is expected to surpass 100 million in the fourth quarter of 2026.</description>
<dc:creator>Levi Li</dc:creator>
<category>ICT</category>
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<title>China chip profits jump 18.5-fold on AI demand; advanced-node self-sufficiency seen at 66% by 2035</title>
<pubDate>Fri, 28 Aug 2026 07:55:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL205/demand-2035-self-sufficiency-investment-capacity.html</link>
<description>China's AI investment boom is translating into sharply higher semiconductor profits while accelerating a longer-term expansion of domestic advanced-node capacity, memory production and chipmaking equipment.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Jingwei Hirain targets Malaysia, ASEAN smart mobility supply chains</title>
<pubDate>Fri, 28 Aug 2026 07:45:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD219/asean-tier-1-market-sales-supply-chain.html</link>
<description>China's largest domestic Tier 1 auto parts supplier, Jingwei Hirain, is stepping up its push into Malaysia and the ASEAN market, with President Chengjian Fan saying the region will become an important window for auto supply chain planning over the next 3-5 years.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Electric Vehicles</category>
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<title>KKCompany taps PressPlay to expand into knowledge learning, creator economy</title>
<pubDate>Fri, 28 Aug 2026 07:30:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD215/economy-kkbox-taipei-advertising-2026.html</link>
<description>KKCompany Technologies, parent of KKBOX, will officially list on the Taipei Exchange's Emerging Stock Board on August 31, with chairman and CEO Steve Wang detailing, for the first time, the group's integration of PressPlay during a pre-listing investor briefing. The transaction, completed in the second quarter of 2026, is designed to expand KKCompany beyond music and AI multimedia into knowledge learning and the creator economy.</description>
<dc:creator>Willis Ke</dc:creator>
<category>ICT</category>
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<title>Anthropic sets sights on custom hardware to fuel AI ambitions, reportedly eyed $7B MatX deal</title>
<pubDate>Fri, 28 Aug 2026 07:19:49 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL215/hardware-anthropic-silicon-startup-google.html</link>
<description>In an effort to accelerate its custom silicon initiative and curb reliance on external hardware suppliers, artificial intelligence developer Anthropic held discussions to acquire AI chip startup MatX for roughly US$7 billion, according to &lt;em&gt;Reuters&lt;/em&gt;. While the acquisition talks have since evolved into potential partnership discussions, the move underscores Anthropic's ambition to expand its proprietary hardware capabilities.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Anthropic wins key ruling as judge voids Pentagon blacklist</title>
<pubDate>Fri, 28 Aug 2026 07:11:50 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD231/anthropic-blacklist-security-technology-government.html</link>
<description>A federal judge in San Francisco has blocked the US Department of Defense from placing Anthropic on a supply-chain risk blacklist and ordered the Trump administration to lift restrictions on the company's technology. &lt;em&gt;Bloomberg&lt;/em&gt; and &lt;em&gt;Reuters&lt;/em&gt; reported that the Pentagon moved to designate Anthropic as a supply-chain threat after negotiations collapsed over the company's refusal to let the military use Claude for domestic mass surveillance or autonomous weapons deployment.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>AI packaging race heats up: Taiwan OSATs plan US$14.6 billion capex</title>
<pubDate>Fri, 28 Aug 2026 06:47:40 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD224/king-yuan-ase-powertech-capex-investment-packaging-testing-taiwan.html</link>
<description>&lt;p class="P1" data-start="99" data-end="335"&gt;The AI investment cycle is spreading from leading-edge wafer fabrication into semiconductor packaging and testing, with Taiwan's largest outsourced semiconductor assembly and test (OSAT) providers preparing a fresh round of capacity expansion.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<title>US still pinning down AI approach as plans for self-regulating body reportedly stall</title>
<pubDate>Fri, 28 Aug 2026 06:35:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL212/usa-ai-regulation-ban.html</link>
<description>Progress has reportedly stalled on an executive order draft circulating within the Trump administration about a public-private organization to supervise the release of AI models. While the White House is still figuring out its approach to regulating AI, it is also considering a ban on Chinese open models despite outcry from Nvidia and other tech companies.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>China memory catch-up broadens: YMTC closes in on SK Hynix NAND share, CXMT advances DRAM tech</title>
<pubDate>Fri, 28 Aug 2026 06:32:57 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL214/nand-dram-technology-sk-hynix-cxmt.html</link>
<description>China's memory-chip industry is narrowing parts of the technology gap with global leaders on two fronts. YMTC is approaching SK Hynix in NAND revenue share while running a more advanced layer mix, and CXMT is moving deeper into DRAM process technology with mass-produced high-k materials and a broader HBM roadmap.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Pioneering sustainable water solutions in Asia-Pacific data centers</title>
<pubDate>Fri, 28 Aug 2026 06:14:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL211/water-sustainability-asia-aws-2026.html</link>
<description>At the Sustainability Environment Asia Conference 2026, Gunalan Kaniasan, principal for water resources in Asia-Pacific and Japan (APJC) at AWS, outlined strategies for water sustainability across the Asia-Pacific region. As data center demand grows, AWS is actively collaborating with governments and utilities to introduce recycled-water alternatives, navigate regulatory barriers, and test water-credit mechanisms.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: Charlene Chen, DIGITIMES]]></media:description>
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<title>Hiroca Holdings 2Q26 loss narrows as China plant consolidation supports recovery</title>
<pubDate>Fri, 28 Aug 2026 05:25:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD239/hiroca-loss-plant-recovery-market.html</link>
<description>Automotive components manufacturer Hiroca Holdings stated on August 27 that although losses were still recorded in the second quarter of 2026 due to weak pull-ins from China's domestic market, the loss narrowed slightly compared with the first quarter. Continued optimization of its product mix and stable overseas orders for high-margin products also helped cushion the downturn.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Electric Vehicles</category>
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<title>Taiwan Mobile acquisition of Systex moves forward as review committee deems terms fair, reasonable</title>
<pubDate>Fri, 28 Aug 2026 05:15:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD238/systex-twm-acquisition-technology-funding.html</link>
<description>Taiwan Mobile's acquisition of Systex has moved forward, with Systex's tender offer review committee completing its review on August 27, concluding that the terms of the tender offer are fair and the funding source is reasonable.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Communications</category>
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<title>China's Kaizhong eyes data centers and dexterous hands</title>
<pubDate>Fri, 28 Aug 2026 04:55:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD220/2026-automotive-business-display.html</link>
<description>At GATE 2026, Kaizhong, a major Chinese commutator maker, used its display to showcase how its automotive business has laid the groundwork for expansion into data centers, dexterous hands, and drones. The company is also targeting new opportunities in Southeast Asia as Chinese automakers deepen their regional footprint.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>Huawei's Ascend 910C sold out in China, but Nvidia's H200 supply gap persists</title>
<pubDate>Fri, 28 Aug 2026 04:45:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD207/huawei-ascend-nvidia-chips-china-2026.html</link>
<description>Huawei's Ascend 910C is already sold out in China, but domestic chips still cannot fully replace Nvidia's H200s. The shortage matters beyond China because AI compute constraints, pricing, and supply chain shifts are reshaping how quickly companies worldwide can deploy advanced inference systems.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Nvidia forms PAC to expand Washington lobbying</title>
<pubDate>Fri, 28 Aug 2026 04:13:15 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD223/nvidia-market-policy-bloomberg-regulation.html</link>
<description>According to &lt;em&gt;Bloomberg&lt;/em&gt;, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules that could affect businesses, workers, and consumers worldwide. The move underscores how major technology firms are preparing for a longer policy battle over AI, competition, and market access.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Nvidia's upbeat outlook points to tighter AI supply chains ahead</title>
<pubDate>Fri, 28 Aug 2026 04:07:43 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD205/nvidia-ai-demand-earnings-forecast.html</link>
<description>Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's guidance points to continued price pressure and a broader buildout of infrastructure that will shape AI adoption across markets and industries.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Samsung eyes zHBM products from 2029 as heat remains key hurdle</title>
<pubDate>Fri, 28 Aug 2026 03:45:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL208/samsung-bandwidth-packaging-3d-president.html</link>
<description>Samsung Electronics expects products based on its first-generation zHBM specifications to appear in 2029 or later, giving the 3D memory concept unveiled earlier this month an initial product window. Heat remains a key engineering hurdle as Samsung works to stack HBM directly above AI accelerators.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Samsung]]></media:description>
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<title>Exemption that shields US$143 billion of US server imports is now on the table</title>
<pubDate>Fri, 28 Aug 2026 03:22:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL207/servers-chips-tariffs-usa-2026.html</link>
<description>For all the noise Donald Trump has made about taxing semiconductors, the measure that actually took effect in January 2026 barely touched the machines the AI build-out runs on. A 25% Section 232 duty landed on a narrow band of advanced logic chips, and an explicit carve-out spared anything imported for use in US data centers. That carve-out is why US$143.2 billion of computer processing units entered the US in the first half of 2026 without meaningfully paying it.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Samsung diverges from TSMC on FOPLP: retains 415&#38;times;510mm panel size, targets 2028 mass production</title>
<pubDate>Fri, 28 Aug 2026 03:08:37 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD216/samsung-foplp-panel-packaging-production.html</link>
<description>Samsung Electronics' packaging technology lead, Lee Hee-seok, outlined the company's advanced semiconductor packaging roadmap at Advanced Semiconductor Packaging &#38;amp; Chiplet Show (ASPS) 2026. Beyond sharing target production timelines and specifications for fan-out panel-level packaging (FOPLP) and glass substrates, Lee emphasized AI's pivotal role in driving packaging R&#38;amp;D forward.</description>
<dc:creator>Yunnie Cheng</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Insight: China's next AI frontier is silicon, not smarter models</title>
<pubDate>Fri, 28 Aug 2026 02:55:16 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD213/z.ai-performance-chips-language-testing.html</link>
<description>For the past two years, China's AI companies have competed on a single axis: whose model performs best. That contest is starting to give way to a harder one &#38;mdash; whether those models can actually run, at scale, on chips made in China, as US restrictions on advanced AI chip exports raise the stakes of that question.</description>
<dc:creator>Levi Li</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PD213/z.ai-performance-chips-language-testing.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pd213_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Taiwan passes drone procurement bill allocating NT$240 billion for 6 years</title>
<pubDate>Fri, 28 Aug 2026 02:44:17 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD208/taiwan-government-drone-budget-defense-tron-future.html</link>
<description>Taiwan's Legislative Yuan on August 27 passed a defense drone procurement bill, allocating a total of NT$240 billion (approx. US$7.59 billion) for six consecutive years for purchases prioritizing Taiwan-made drones.</description>
<dc:creator>Rodney Chan</dc:creator>
<category>Aerospace</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PD208/taiwan-government-drone-budget-defense-tron-future.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pd208_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
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<title>Long-term contracts tie up InP capacity due to data center optics demand</title>
<pubDate>Fri, 28 Aug 2026 02:43:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD211/inp-substrate-capacity-demand-data-center.html</link>
<description>Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G and 400G has made optical communications a key technology breakthrough, creating a severe indium phosphide (InP) substrate shortage and sparking a trend toward signing long-term contracts and locking up capacity to secure stable supply.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PD211/inp-substrate-capacity-demand-data-center.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pd211_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Analysis: Nvidia beats, Taiwan wins &#38;mdash; and hyperscalers race to make AI pay</title>
<pubDate>Fri, 28 Aug 2026 02:37:54 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD203/nvidia-taiwan-revenue-capex-google.html</link>
<description>Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure and expand computing power. The results also signal a continued boost for Taiwan's suppliers as hyperscalers shift purchases from Blackwell to Blackwell Ultra and Vera Rubin.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260828pd203_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Exclusive: IC design faces wire bonding bottleneck in 2027</title>
<pubDate>Fri, 28 Aug 2026 02:31:19 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD209/ic-design-wire-bonding-packaging-capacity-demand.html</link>
<description>Surging AI chip demand continues to outstrip TSMC's advanced packaging capacity. At the same time, massive AI server shipments are driving up demand for CPUs, networking equipment, power management ICs (PMICs), and peripheral silicon, rapidly soaking up traditional packaging capacity. IC design insiders reveal that several outsourced semiconductor assembly and test (OSAT) providers have already warned clients that traditional packaging capacity could face a deficit exceeding 20% by 2027. New capacity cannot be added quickly enough, with the supply of wire bonding equipment emerging as the primary bottleneck.</description>
<dc:creator>Yunnie Cheng</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PD209/ic-design-wire-bonding-packaging-capacity-demand.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pd209_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
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<title>SK Hynix weighs closer ties with Kioxia in NAND</title>
<pubDate>Fri, 28 Aug 2026 02:26:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL204/kioxia-nand-development-nand-flash-investment.html</link>
<description>SK Hynix is weighing closer cooperation with Japan's Kioxia Holdings in NAND flash, extending the strategic message from its newly launched US HBM expansion into a memory segment where the two companies remain direct competitors.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828VL204/kioxia-nand-development-nand-flash-investment.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828vl204_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[SK hynix CEO Kwak Noh-Jung speaks at the company's Indiana groundbreaking event. Credit: SK hynix]]></media:description>
</media:content></item>
<item>
<title>YMTC builds China chip supply chain around Wuhan fabs with 'Wutong Tree' Plan</title>
<pubDate>Fri, 28 Aug 2026 02:01:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD210/ymtc-equipment-wafer-materials-production.html</link>
<description>Competition in China's memory sector is extending beyond wafer capacity and process technology into semiconductor equipment, materials and components. YMTC is expanding its domestic supplier network around its Wuhan fabs, with 17 semiconductor companies signing projects worth more than CNY6 billion in the Wuhan Donghu New Technology Development Zone (China Optics Valley).</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PD210/ymtc-equipment-wafer-materials-production.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pd210_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: YMTC]]></media:description>
</media:content></item>
<item>
<title>Vanguard says Taoyuan fab fire did not disrupt production</title>
<pubDate>Fri, 28 Aug 2026 01:52:29 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PD214/fire-production-vis-equipment-taiwan.html</link>
<description>Vanguard International Semiconductor said a fire broke out late on August 27 on the roof of its Wafer Fab 3 in Taoyuan City, Taiwan, but the incident caused no major impact on production line operations. The company said it activated emergency procedures immediately and evacuated employees from the plant.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PD214/fire-production-vis-equipment-taiwan.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pd214_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Lam Research breaks ground on Oregon lab expansion for AI chip development</title>
<pubDate>Fri, 28 Aug 2026 01:51:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PR200/oregon-lam-research-development-expansion-investment.html</link>
<description>Lam Research has begun work on a new Oregon research lab as part of a more than US$3 billion global investment aimed at speeding development of advanced AI chips. The expansion could affect semiconductor supply chains, innovation timelines, and manufacturing capacity for companies and consumers worldwide as demand for faster, more efficient computing rises.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PR200/oregon-lam-research-development-expansion-investment.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pr200_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Lam Research]]></media:description>
</media:content></item>
<item>
<title>Anthropic opens research preview of hardware standard for AI agents</title>
<pubDate>Fri, 28 Aug 2026 01:51:18 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PR201/hardware-anthropic-equipment-robotics.html</link>
<description>A new hardware standard could make it easier for AI agents to operate laboratory and factory equipment across borders and industries. Anthropic says its Model Hardware Standard aims to speed device integration, improve safety, and support around-the-clock automated experiments for researchers, engineers, and manufacturers worldwide.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PR201/hardware-anthropic-equipment-robotics.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pr201_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<item>
<title>Renesas opens physical AI, robotics lab in Beijing</title>
<pubDate>Fri, 28 Aug 2026 01:51:11 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PR203/renesas-robotics-beijing-development-software.html</link>
<description>Renesas Electronics has opened a physical AI and robotics lab in Beijing, a move that could speed the development of safer, smarter machines for factories, logistics, and homes worldwide. The facility is designed to help customers test, validate, and co-develop robotic systems as physical AI shifts from concept to real-world deployment.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PR203/renesas-robotics-beijing-development-software.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pr203_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Renesas]]></media:description>
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<title>Google moves AI safety team into global affairs in DeepMind overhaul</title>
<pubDate>Fri, 28 Aug 2026 01:45:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD236/google-deepmind-reorganization-policy-president.html</link>
<description>Google is shifting a roughly 90-person artificial intelligence responsibility team out of DeepMind and into its global affairs organization as part of a wider reorganization in early September. The move, which brings the group closer to companywide lobbying and public policy, has prompted internal concerns that it could reduce the team's independence and its ability to identify risks and cybersecurity threats in new models.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD236/google-deepmind-reorganization-policy-president.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd236_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Workday says Taiwan, Hong Kong firms lag in AI workflow integration</title>
<pubDate>Fri, 28 Aug 2026 01:30:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD235/taiwan-data.html</link>
<description>Enterprise AI tools are spreading quickly across Taiwan and Hong Kong, but a new Workday study found that many employees are still losing time to disconnected systems, repeated data checks and manual information transfers. The report, based on 6,100 professionals globally, including 200 respondents in Taiwan and Hong Kong, showed that a quarter of local workers still spend seven hours or more each week moving information and verifying data.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD235/taiwan-data.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd235_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden</title>
<pubDate>Fri, 28 Aug 2026 01:14:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL201/marvell-outlook-silicon-optics-revenue.html</link>
<description>Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says more about the AI infrastructure cycle than the headline number does. Management now expects fiscal 2027 revenue of roughly US$12 billion, up from approximately US$11.5 billion a quarter ago, and fiscal 2028 revenue of approximately US$18 billion, up US$1.5 billion from the US$16.5 billion guided three months earlier. Growth is accelerating off a larger base: fiscal 2028 is now guided at about 50% growth, up from roughly 45% previously.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828VL201/marvell-outlook-silicon-optics-revenue.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828vl201_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<item>
<title>Kioxia, Sandisk plan more than US$31 billion in Japan investments</title>
<pubDate>Fri, 28 Aug 2026 01:10:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828PR202/kioxia-investment-manufacturing-flash-partnership.html</link>
<description>A major chipmaking investment in Japan could ripple through global supply chains as demand for artificial intelligence infrastructure accelerates. Kioxia and Sandisk say the spending will expand flash memory output, support stable supply, and reinforce a long-running US-Japan partnership in advanced semiconductor manufacturing.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828PR202/kioxia-investment-manufacturing-flash-partnership.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828pr202_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>SK Hynix breaks ground on US$4 billion Indiana plant that will package, not make, HBM</title>
<pubDate>Fri, 28 Aug 2026 01:00:07 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL202/sk-hynix-hbm-packaging-plant-usa-production.html</link>
<description>SK hynix broke ground on August 27 on a US$4 billion advanced packaging plant in Purdue Research Park, its first US high-bandwidth memory (HBM) site.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260828VL202/sk-hynix-hbm-packaging-plant-usa-production.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260828vl202_files/2_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Indiana Gov. Mike Braun (left), SK hynix CEO Kwak Noh-Jung and Purdue University interim President Mitch Daniels]]></media:description>
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<title>Marvell revenue climbs 37% to a record US$2.74 billion on data center demand</title>
<pubDate>Fri, 28 Aug 2026 00:34:41 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260828VL200/marvell-data-center-silicon-business-2027.html</link>
<description>Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker and became substantially the whole company. Revenue for the three months ended August 1, 2026, reached a record US$2.74 billion, up 37% from a year earlier, with the data center end market contributing US$2.17 billion, or 79% of the total, against 74% a year ago. Everything else - the carrier, enterprise networking, consumer, and automotive businesses grouped as communications and other - grew 10% and shrank as a share of the company.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:content url="https://img.digitimes.com/newsshow/20260828vl200_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Honor Robot Phone enters mass production, making robotics central to its premium AI strategy</title>
<pubDate>Fri, 28 Aug 2026 00:32:03 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD228/honor-robotics-smartphone-commercial.html</link>
<description>More than a year after Honor first debated the idea internally, its Robot Phone has moved from a contentious concept to a mass-produced commercial product. But the significance of the device extends beyond creating a smartphone with an unconventional form factor.</description>
<dc:creator>Levi Li</dc:creator>
<category>Communications</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD228/honor-robotics-smartphone-commercial.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd228_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Honor chairman James Li. Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>LG Innotek wins Zoox camera module order for robotaxi production</title>
<pubDate>Fri, 28 Aug 2026 00:31:46 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD231/lg-innotek-zoox-camera-module-production-robotaxi.html</link>
<description>LG Innotek said it will mass produce and supply automotive camera modules for Zoox, Amazon's autonomous vehicle unit. The deal marks the Korean component maker's first mass production win for a robotaxi camera module and extends a partnership that began during Zoox's early development phase.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD231/lg-innotek-zoox-camera-module-production-robotaxi.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd231_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Samsung absorbs memory costs to chase smartphone crown</title>
<pubDate>Fri, 28 Aug 2026 00:31:14 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD220/smartphone-samsung-shipments-2026-galaxy.html</link>
<description>Global smartphone shipments are set to shrink sharply in 2026 as soaring memory and core component prices hit the market, but Samsung Electronics is moving in the opposite direction. Rather than passing costs fully on to consumers like some rivals, Samsung plans to keep shipment volume steady through the Galaxy S26, Galaxy Z Fold 8, and Galaxy A series, and could even retake the No. 1 spot in global smartphone shipments.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Communications</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD220/smartphone-samsung-shipments-2026-galaxy.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd220_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Taiwan's next biotech prescription: AI drug discovery, smart devices, biomedical chips</title>
<pubDate>Fri, 28 Aug 2026 00:30:43 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD230/taiwan-biomedical-smart-medical-chips-data.html</link>
<description>Taiwan is charting a new direction for its biomedical industry, drawing on its strengths in semiconductors, AI hardware, precision manufacturing and healthcare. AI-powered drug discovery, smart medical devices and biomedical chips are emerging as priority areas.</description>
<dc:creator>Scarlett Yu</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD230/taiwan-biomedical-smart-medical-chips-data.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd230_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Michael Lee]]></media:description>
</media:content></item>
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<title>IntelliEPI says Japan substrate outage hit 2Q26 revenue</title>
<pubDate>Fri, 28 Aug 2026 00:29:51 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD232/revenue-substrate-intelliepi-inp-demand.html</link>
<description>IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday, reducing InP substrate availability and limiting indium phosphide production. The compound semiconductor epitaxy maker said demand for InP products tied to high-speed optical communications in AI data centers remained strong, and that substrate supply, not market demand, was the main short-term constraint.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD232/revenue-substrate-intelliepi-inp-demand.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd232_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<item>
<title>Global LCD TV shipments above 70 inches rise as large-screen prices fall</title>
<pubDate>Fri, 28 Aug 2026 00:29:30 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD237/lcd-shipments-tv-market-2026.html</link>
<description>Global shipments of LCD TVs larger than 70 inches have climbed sharply over the past four years, with models above 98 inches rising 12-fold, according to a &lt;em&gt;Nikkei&lt;/em&gt; report citing Counterpoint Research. The shift reflects a broader move by manufacturers toward larger, higher-margin sets as the LCD market matures.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Displays</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260827PD237/lcd-shipments-tv-market-2026.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260827pd237_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>China rises to No. 2 in global CMOS image sensors, overtaking Korea with 21% share</title>
<pubDate>Fri, 28 Aug 2026 00:29:12 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827VL217/cis-cmos-robotics-sensor-market-china.html</link>
<description>China's CMOS image sensor industry is gaining ground beyond smartphones, with robotics emerging as one of the latest areas where domestic suppliers are linking sensor technology with higher-level perception systems.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:content url="https://img.digitimes.com/newsshow/20260827vl217_files/4_b.jpg" type="image/jpeg" expression="full">
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<title>China's humanoid boom hits its next bottleneck: making robots measurable, interoperable, safe</title>
<pubDate>Fri, 28 Aug 2026 00:27:34 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827VL218/robotics-production-robot-incentives-market.html</link>
<description>Capital interest in China has become unusually concentrated on robotics following a state-backed commitment to redirect sizable portions of tech-related incentives from a perfectly mature EV market toward the robotics sector. Since the policy took effect, robot-oriented technologies have surged, with embodied intelligence emerging as one of the most prominent areas of development.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>China reshapes helium supply chain as semiconductor demand rises, import risks persist</title>
<pubDate>Fri, 28 Aug 2026 00:27:13 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827VL224/demand-supply-chain-commercial-market-capacity.html</link>
<description>China is accelerating efforts to secure helium supplies as semiconductor manufacturing, commercial space launches, and medical imaging lift demand for a resource the country still imports heavily.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Jinhong Gas]]></media:description>
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<title>China's industrial reboot: AI, chips, robotics, 6G define next five years</title>
<pubDate>Fri, 28 Aug 2026 00:26:55 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827VL228/china-6g-ai-robotics-chips-industrial-manufacturing.html</link>
<description>China is setting out a five-year industrial strategy centred on artificial intelligence (AI), semiconductors, 6G, robotics and advanced manufacturing, seeking to strengthen the country's manufacturing base while turning emerging technologies into new growth engines.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: China's State Council]]></media:description>
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<title>Wah Lee targets 2Q27 ODM phase as robotics push moves beyond components</title>
<pubDate>Fri, 28 Aug 2026 00:26:37 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827VL233/odm-robotics-data-robot-materials.html</link>
<description>Wah Lee Industrial is targeting the second quarter of 2027 to move its Physical AI push into an ODM development phase, signaling an effort to capture more value beyond supplying materials, components and conventional automation systems.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Wah Lee Industrial executive Howard Chang speaks at the Taiwan-Japan Robotics Forum during Automation Taipei 2026. Credit: Sherri Wang]]></media:description>
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<title>US targets Singapore's Apex Logistics in widening probe into illicit Nvidia chip smuggling to China</title>
<pubDate>Fri, 28 Aug 2026 00:26:20 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827VL234/nvidia-apex-hardware-logistics-taiwan.html?chid=10</link>
<description>Efforts to curb the illicit trade of advanced AI hardware to China have intensified following a series of indictments and probes targeting the supply chain.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Southeast Asia</category>
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<media:description type="plain"><![CDATA[Credit: APEX Logistics]]></media:description>
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<title>Regulators fast-track lithium battery M&#38;amp;As as China shifts from capacity expansion to consolidation</title>
<pubDate>Fri, 28 Aug 2026 00:25:57 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260826PD222/lithium-battery-capacity-expansion-materials-price-supply-chain.html</link>
<description>China's lithium battery industry is shifting from an era of aggressive capacity expansion toward consolidation, as regulators rapidly clear deals aimed at revitalizing existing assets and closing gaps across the supply chain. The unconditional approval of six recent transactions involving batteries, energy storage, and new-energy materials &#38;mdash; including one cleared in just 10 days &#38;mdash; signals that Beijing sees mergers and acquisitions (M&#38;amp;As) as an increasingly important tool for restructuring an industry squeezed by overcapacity and price wars.</description>
<dc:creator>Willis Ke</dc:creator>
<category>Electric Vehicles</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>AI chip demand squeezes capacity, Data Image secures 1-year supply</title>
<pubDate>Fri, 28 Aug 2026 00:24:39 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260826PD235/demand-data-image-capacity-inventory-display.html</link>
<description>As strong AI demand continues to soak up semiconductor capacity, some ICs and passive components are seeing shortages and longer lead times. Qisda's display maker Data Image has stepped up policy-driven inventory buildup, with some industrial control products now carrying supply lead times of as long as one year and materials for the first and second quarters of 2027 already secured in advance.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Displays</category>
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<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>HITCON expands Taiwan's cybersecurity focus from agentic AI to post-quantum cryptography</title>
<pubDate>Fri, 28 Aug 2026 00:24:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260826PD236/taiwan-cybersecurity-security-data-2026.html</link>
<description>With the recent surge of generative AI in enterprise and consumer applications, AI has begun taking on new roles, moving from simply answering questions to autonomously planning tasks and deploying external tools to execute these tasks. Agentic AI was thus a prominent topic at the recent 2026 Hacks in Taiwan Conference (HITCON) organized by the Association of Hackers in Taiwan, with sessions focusing on cybersecurity risks resulting from AI agents' greater system privileges, data access, and use of external tools.</description>
<dc:creator>Kevin Wang</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: HITCON]]></media:description>
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<title>P-Duke Technology optimistic on 2H26 growth as demand surges across three niche markets</title>
<pubDate>Fri, 28 Aug 2026 00:23:56 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260826PD250/industrial-medical-demand-niche-revenue-2026.html</link>
<description>P-Duke Technology, a manufacturer of specialized niche power supplies, said during its earnings call on August 26 that it remains optimistic about its outlook for second-half and full-year 2026.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>ICT</category>
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<title>Siemens Taiwan chief to lead European Chamber in Taiwan from September 2026</title>
<pubDate>Thu, 27 Aug 2026 10:45:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260827PD234/taiwan-2026-siemens-president-business.html</link>
<description>The European Chamber of Commerce Taiwan said on August 27 that Siemens Taiwan president and chief executive Frank Grunert will become its chairperson on September 1, 2026. The decision was approved unanimously by the chamber's council and puts a senior Taiwan-based executive in charge of the group representing European business interests on the island.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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