DIGITIMES: News and Insight of the Global Supply Chain

Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Willis Ke — Tue, 11 Aug 2026 07:55:00 GMT

Taiwan's three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported strong July 2026 results, with revenue and profit supported by seasonal roaming demand, 5G upgrade plans and resilient handset sales. The operators said July marked a record period for several key metrics, while AI-related demand in enterprise and infrastructure businesses provided an additional growth driver.

Google readies Pixel 11 lineup, market breakthrough still under question

Charlene Chen — Tue, 11 Aug 2026 07:20:00 GMT

Google has officially announced that it will unveil its annual Pixel 11 flagship smartphone series on August 13, 2026, with the lineup expected to include the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold. As generative AI adoption accelerates and shortages and price increases hit key upstream smartphone components, investors and the market are closely watching how Google will use AI to boost sales and hardware momentum.

TSMC nears AI packaging demand after years of doubling capacity:'CoWoS guy' Jun He

DIGITIMES — Tue, 11 Aug 2026 07:07:55 GMT

TSMC has been roughly doubling its CoWoS and SoIC capacity annually for the past several years, and is running CoWoS at better than 98% yield — sometimes 99% — on multiple AI customer products already in high-volume manufacturing. By Jun He's account, that is finally almost enough.

Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute

DIGITIMES — Tue, 11 Aug 2026 06:57:15 GMT

Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft has lagged Google and Amazon in scaling its in-house AI chips, it is targeting far higher production volumes for Maia 300 than for Maia 200 in hopes of attracting major clients such as Anthropic.

SK Hynix becomes Kioxia's largest shareholder as Toshiba trims stake

Jingyue Hsiao — Tue, 11 Aug 2026 06:56:20 GMT

SK Hynix has emerged as Kioxia's largest shareholder after Toshiba continued reducing its holding, a shift that could affect the balance of power in the global NAND flash market. The change matters beyond Japan and Korea because Kioxia's ownership is closely tied to future supply, competition, and industry restructuring worldwide.

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

DIGITIMES — Tue, 11 Aug 2026 06:55:02 GMT

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly filings in Taipei. Major Taiwanese companies across the AI server supply chain, including server assembly, cooling, power, networking, and testing, reported combined July revenue of NT$2.59 trillion (US$80.34 million), according to the filings.

China's Long March 7A rocket explodes 85 seconds after liftoff in rare launch failure

Levi Li — Tue, 11 Aug 2026 06:55:00 GMT

China's Long March 7A Y18 rocket exploded in mid-air shortly after launching from Wenchang, Hainan, on the evening of August 10, with its ChinaSat-4B satellite payload believed to have been completely lost. Chinese authorities later confirmed that the mission had failed because of an in-flight anomaly but have yet to disclose the cause, leaving uncertainty over whether the incident stemmed from a system malfunction or the activation of the flight termination system.

Gemtek, CyberTAN see YoY growth turn positive in July

Rodney Chan — Tue, 11 Aug 2026 06:24:57 GMT

As supply chain turbulence is easing, network equipment makers are starting to report better revenues. Gemtek Technology and CyberTAN both saw year-over-year revenue growth turn positive in July. However, the memory price rally continues to cloud the outlook for the second half of the year, keeping customers cautious on costs and inventory management.

Nvidia taps Wall Street for US$500B AI infrastructure financing network

DIGITIMES — Tue, 11 Aug 2026 05:55:00 GMT

Nvidia is teaming up with six of the world's largest investment and financial groups to mobilize more than US$500 billion in third-party capital for AI infrastructure, creating dedicated financing platforms designed to make large-scale computing capacity easier for customers to fund.

Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

DIGITIMES — Tue, 11 Aug 2026 04:55:00 GMT

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned data center operator, as the Claude developer races to keep pace with surging customer demand, people familiar with the matter told Bloomberg.

AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up

DIGITIMES — Tue, 11 Aug 2026 04:31:35 GMT

AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up

Column: The everyday philosophy of supply chain resilience

Jingyue Hsiao — Tue, 11 Aug 2026 04:25:17 GMT

When people talk about responding to supply chain shocks, the instinct is often to stockpile inventory or build backup production lines. However, after visiting Inner Mongolia Shuangjie Saidu Electric with a delegation in June 2026, I came away with a different understanding: true "supply chain resilience" is not created through last-minute crisis fixes. It is embedded in factory layout, product design, business diversification, and service models.

Amkor reportedly weighs China stake sale as multinationals reassess footprint

DIGITIMES — Tue, 11 Aug 2026 04:16:54 GMT

Amkor Technology is exploring options, including the sale of a stake in its China business, according to people familiar with the matter, adding the US chip packaging and testing giant to a growing list of multinationals reassessing their presence in the country, Bloomberg reported.

Interview: Nvidia says networking is the core of AI computing as AI factories scale

Charlene Chen — Tue, 11 Aug 2026 04:07:14 GMT

Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads are pushing data centers to rely on networking, optics, packaging, cooling, power delivery and software co-design rather than raw accelerator counts. In a DIGITIMES interview, Nvidia Senior Vice President of Networking Gilad Shainer said the real unit of computing is now the entire data center, not an individual server.

China's tightening visa curbs test India's electronics manufacturing ambitions

DIGITIMES — Tue, 11 Aug 2026 03:55:00 GMT

Beijing's decision to sharply cut approval rates for Indian business travelers is exposing a structural weakness in India's push to scale up electronics manufacturing: the country still cannot get enough Chinese equipment, components, and technical staff into its factories without China's cooperation.

Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset

DIGITIMES — Tue, 11 Aug 2026 03:53:01 GMT

Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave of AI-related initiatives aimed at expanding the nation's semiconductor production capacity. But the broader objective extends beyond capacity ramps alone toward building a more self-reinforcing semiconductor ecosystem across some of the most critical stages of advanced chip manufacturing.

Global supply chains buckle as helium shortages and China's price edge hit Taiwan

Jingyue Hsiao — Tue, 11 Aug 2026 03:00:35 GMT

Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by higher costs and transport risks, with effects that ripple outward: shortages can raise device prices, complicate manufacturing plans, and deepen dependence on a few key suppliers.

YAGEO, Walsin post record July sales as AI demand lifts passive components

DIGITIMES — Tue, 11 Aug 2026 02:55:04 GMT

YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from AI-related, networking, industrial, and automotive customers remained solid, while capacity utilization remained high.

Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady

DIGITIMES — Tue, 11 Aug 2026 02:55:00 GMT

Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated revenue reached NT$2.181 billion, up 1.25% year-over-year, while operating profit was NT$77.51 million and net profit after tax was NT$77.64 million.

Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Lily Hess — Tue, 11 Aug 2026 02:53:14 GMT

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several new products for sampling and mass production in 2026, laying the groundwork for continued revenue growth. He added that the e-paper and electronic label markets are a major focus, with Fitipower hoping for sequential quarterly growth this year. However, he said end-market demand is not yet strong and still requires caution.

Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

DIGITIMES — Tue, 11 Aug 2026 02:53:08 GMT

Ina Energy said it plans to add 80MW of new solar grid capacity over the next two to three years as corporate power purchase agreements (CPPAs) become a larger part of its business. The Taiwanese renewable energy developer said the long-term contracts have helped build steadier cash flow as it continues to develop solar and solar-plus-storage projects.

LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

Yunnie Cheng — Tue, 11 Aug 2026 02:52:05 GMT

LiteOn Technology plans to begin trial production of its 800V high-voltage direct current (HVDC) solutions in August as it prepares to scale next-generation power systems for AI data centers.

Power Win's 1H26 profit already tops 2025 as EV battery recycling surges eightfold

Yunnie Cheng — Tue, 11 Aug 2026 02:51:49 GMT

Power Win Taiwan, Taiwan's largest waste battery processor, is seeing strong growth as rising electric vehicle adoption boosts demand for battery recycling, while recovering metal prices lift revenue from recycled materials.

Google's Gemini delay puts pressure on its AI leadership

Jingyue Hsiao — Tue, 11 Aug 2026 02:44:43 GMT

Google's repeated delays to Gemini 3.5 Pro are sharpening scrutiny of its AI strategy, as the company works to keep pace with OpenAI and Anthropic. In response, Google has elevated Koray Kavukcuoglu to oversee DeepMind operations, AI research, and the Gemini team, signaling a shift toward execution as much as research.

Catcher says notebook component shortages cut 2Q26 revenue

DIGITIMES — Tue, 11 Aug 2026 02:41:22 GMT

Catcher said shortages of electronic components hit notebook PC shipments in the second quarter of 2026, dragging revenue lower and pressuring margins. The Taiwanese supplier said higher research and development spending also weighed on profitability, while AI projects began ramping up in July and are expected to become a bigger growth driver in the second half.

IC distributors post strong July sales on AI, cloud, and infrastructure demand

DIGITIMES — Tue, 11 Aug 2026 02:40:00 GMT

Global technology upgrades and energy infrastructure build-outs are boosting chip and electronic component demand, with the latest results from major IC distributors pointing to strong momentum that could ripple through supply chains worldwide. Analysts say continued spending by cloud, AI, and industrial customers remains a key support for the sector.

Gudeng posts record seven-month revenue on EUV Pod orders and global demand

DIGITIMES — Tue, 11 Aug 2026 02:36:57 GMT

Gudeng Precision Industrial reported record revenue for the first seven months of 2026, supported by stronger EUV pod orders and rising purchases from overseas customers for advanced semiconductor shipping containers. The company said demand tied to advanced-process ramp-ups, 2nm volume production, and advanced packaging will keep full-year 2026 growth on track, with second-half performance expected to outpace the first half.

Iron Force Industrial expands into AI server cooling as auto market stays uneven

Jingyue Hsiao — Tue, 11 Aug 2026 02:24:02 GMT

Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components for AI servers, a shift that could open new markets for precision manufacturers worldwide. The company is seeking steadier growth despite persistent pressure in the automotive sector.

Taiwan and China see more students choose STEM as tech demand rises

DIGITIMES — Tue, 11 Aug 2026 02:23:58 GMT

For students and employers worldwide, the shift toward science and engineering degrees in Taiwan and China underscores how artificial intelligence, advanced manufacturing, and semiconductor demand are reshaping education choices. Rising wages, stronger job prospects, and government industrial policy are drawing talent toward STEM fields, while humanities enrollment is weakening.

Intel plans US$15B stock offering to fund AI-driven growth

DIGITIMES — Tue, 11 Aug 2026 02:18:15 GMT

Intel on August 10, 2026, announced plans to raise US$15 billion through an underwritten public offering of common stock, as the chipmaker seeks to strengthen its balance sheet and fund investments aimed at capturing growth opportunities from the artificial intelligence boom.

Analysis: Google's AI shake-up shifts power from star scientists to managers

Jingyue Hsiao — Tue, 11 Aug 2026 02:16:32 GMT

Google has carried out its biggest artificial intelligence (AI) reorganization since merging Google Brain and DeepMind in 2023, putting Sundar Pichai and Koray Kavukcuoglu at the center of its AI strategy. The move ends the company's three-year scientist-led model and creates a clearer chain of command across research, models, products, and business. The implications extend beyond personnel, suggesting Google is prioritizing execution, accountability, and commercial returns over academic prestige.

Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Jingyue Hsiao — Tue, 11 Aug 2026 02:14:42 GMT

Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could make it harder for the PCB maker to achieve its goal of deriving 20% of sales from AI that year. For global readers, the timeline underscores how supply-chain bottlenecks can ripple through AI hardware markets.

Liying posts record July revenue as AI chip recycling demand rises

DIGITIMES — Tue, 11 Aug 2026 02:12:47 GMT

Liying Environmental Protection Technology reported record July 2026 revenue as demand tied to AI semiconductor production continued to rise. The company said the growth reflected stronger global appetite for AI chips, which has lifted advanced-process utilization in the semiconductor industry and increased the need for recycling and decarbonization services around key manufacturing chemicals.

China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

Levi Li — Tue, 11 Aug 2026 02:12:05 GMT

China's silicon wafer industry is entering a new phase of simultaneous capacity expansion and consolidation, with Xi'an Eswin Material Technology investing further in a 12-inch wafer base in Wuhan while Hangzhou Lion Microelectronics moves to take full control of Zhejiang Jinruihong Technologies.

Yesiang posts record revenue for third straight month on advanced process demand

DIGITIMES — Tue, 11 Aug 2026 02:04:57 GMT

Yesiang Enterprise, a major maker of advanced-process microcontamination control filters, reported strong first-half 2026 results and said July consolidated revenue reached NT$305 million, a monthly record for the third straight month. The gains came as a global foundry leader continued expanding advanced-process capacity, boosting demand for high-end filtration products.

Weak China auto demand sends parts maker Hiroca deeper into North America, Japan

Levi Li — Tue, 11 Aug 2026 02:02:52 GMT

Hiroca Holdings reported consolidated revenue of NT$370 million (approx. US$11.5 million) for July, down 17.2% from the previous month and 16.7% from a year earlier. Consolidated revenue for the first seven months of 2026 reached NT$2.89 billion, down 2.07% year-over-year.

Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%

Eifeh Strom — Tue, 11 Aug 2026 01:54:41 GMT

Taiwanese wireless security systems maker Climax Technology held a groundbreaking ceremony at the site of its new plant in the Jiuzong section of Neihu District, Taipei, on August 10, announcing that its capacity expansion plan has formally entered the construction phase.

Trusval posts record profit on semiconductor fab and memory project demand

DIGITIMES — Tue, 11 Aug 2026 01:52:56 GMT

Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity expansion, advanced process lines, and packaging plants. The company said it expects the momentum to continue in the second half of 2026 as it expands its engineering and utility connection businesses.

Meta bets open, on-device model can win AI power struggle

DIGITIMES — Tue, 11 Aug 2026 01:40:59 GMT

Meta Platforms is trying to turn open-source AI into a strategic weapon rather than a side project. On August 10, the company released Muse Glimmer, a 30-billion-parameter open-weights model built for local, agentic tasks, alongside a 6,500-word essay from CEO Mark Zuckerberg arguing that distributing powerful AI widely — not concentrating it inside a handful of labs — is the surest way to avoid outcomes like mass unemployment or an unchecked "singular" superintelligence. The pairing signals that Meta now sees openness itself as the differentiator it needs while it plays catch-up to Anthropic and OpenAI.

Asus posts record July revenue on strong AI server demand

Eifeh Strom — Tue, 11 Aug 2026 01:28:31 GMT

Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from the previous month. Growth was driven by strong demand for artificial intelligence (AI) servers. Group consolidated revenue for the first seven months of 2026 totaled NT$550.23 billion, up 40.9% year-over-year.

Anthropic taps Macquarie and GIC to build AI data centers under new venture

DIGITIMES — Tue, 11 Aug 2026 01:21:43 GMT

Anthropic PBC has formed a strategic partnership with Macquarie Asset Management and Singapore's GIC to build data centers dedicated to its Claude chatbot, the companies said on August 10, the latest sign that institutional capital is moving to own, not just finance, the physical infrastructure behind AI.

Chip price increases are set to keep spreading into the second half of 2026

Jingyue Hsiao — Tue, 11 Aug 2026 01:12:54 GMT

Global chip buyers from device makers to cloud companies are likely to face higher semiconductor costs for longer as supply-chain price increases continue to spread into the second half of 2026. The pressure could mean pricier electronics, tighter margins, and more frequent contract renegotiations across the industry.

Air freight tightens in Asia as tariff-driven ocean demand fades

DIGITIMES — Mon, 10 Aug 2026 23:26:55 GMT

Entering the third quarter, the air freight market has split along regional lines, with Taiwan, South Korea, Malaysia, Thailand and Singapore remaining tight on U.S. and European routes while demand in Europe has softened. Freight forwarders said the front-loading effect tied to U.S. tariff policy has gradually faded, and transpacific ocean rates have eased from earlier highs even as the peak season begins.

Chinese automakers push Europe share to 9% as trade fight intensifies

DIGITIMES — Mon, 10 Aug 2026 23:24:50 GMT

Chinese automakers captured 9.5% of Europe's new-car market in the first half of 2026, up from 5.0% a year earlier, as their expansion continued quarter-by-quarter. The gains have prompted concerns across Europe's auto industry and led analysts to raise forecasts for how far Chinese brands could go in the region.

UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties

Scarlett Yu — Mon, 10 Aug 2026 23:24:32 GMT

The UK Semiconductor Centre (UKSC), a leading organization in the UK semiconductor ecosystem, will lead a delegation of British semiconductor companies and research institutions to SEMICON Taiwan 2026, seeking to deepen strategic ties between Taiwan and the UK.

Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Joseph(C) Chen — Mon, 10 Aug 2026 23:24:21 GMT

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown. The biggest single line item is not HBM4 but SOCAMM2, the LPDDR5X memory module attached to the Vera CPU, which runs close to US$20,000 per Superchip.

MA-tek reports record July revenue on glass-substrate testing demand

DIGITIMES — Mon, 10 Aug 2026 23:23:58 GMT

Materials Analysis Technology, or MA-tek, said its first-half 2026 results reached record levels and July revenue set a monthly record for a fifth straight month, while demand grew for through-glass via (TGV) inspection services for glass substrates. The semiconductor testing company said the gains were driven by rising demand tied to advanced chip nodes, AI computing upgrades, and packaging shifts across the industry.

Jiuhan lifts first-half profit 400% on NT$11 billion order book

DIGITIMES — Mon, 10 Aug 2026 23:23:49 GMT

Jiuhan System Technology reported record second-quarter and first-half 2026 revenue and profit on strong demand tied to advanced semiconductor manufacturing and AI infrastructure. The Taiwanese builder said its order book stood at NT$11 billion as of the end of July, giving it visibility for the next two to three years.

UMC revenue climbs to a 45-month high as wafer prices rise

DIGITIMES — Mon, 10 Aug 2026 23:23:35 GMT

United Microelectronics Corporation (UMC) reported July 2026 consolidated revenue of NT$23.84 billion, up 1.8% from June and 18.98% from a year earlier, marking the highest level in 45 months. The foundry said the result came as wafer shipments increased, while higher wafer foundry prices in the second half of 2026 are expected to support further revenue growth.

China's AMIES lands repeat orders for 350nm lithography system

DIGITIMES — Mon, 10 Aug 2026 22:53:40 GMT

Shanghai-based AMIES Technology has secured repeat volume orders for its domestically developed AST6200 350nm stepper projection lithography system after passing process validation at a leading Chinese compound-semiconductor customer, extending the company's reach beyond its established advanced-packaging equipment business.

Memory crunch pushes Apple toward China—and into Washington's security dilemma

DIGITIMES — Mon, 10 Aug 2026 22:53:26 GMT

Apple's unusual interest in testing CXMT memory and redirecting part of its procurement toward China has rattled Washington, given the years-long US effort to curb China's rise across strategic segments of the semiconductor industry.

Samsung tackles AI memory wall with zHBM, V10 BV-NAND concepts

DIGITIMES — Mon, 10 Aug 2026 22:53:16 GMT

Samsung Electronics is betting on new 3D memory architectures and tighter processor-memory integration as AI workloads put growing pressure on data movement, storage capacity and power efficiency.

Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

DIGITIMES — Mon, 10 Aug 2026 22:53:05 GMT

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung and LG Electronics rebalance their supplier mixes in an LCD market increasingly dominated by Chinese panel makers.

PSA, NTUT sign NT$50 million AI research and talent deal

DIGITIMES — Mon, 10 Aug 2026 22:52:49 GMT

Passive System Alliance (PSA) Group and National Taipei University of Technology have signed a three-year industry-academia agreement worth NT$50 million to advance artificial intelligence research and workforce development. The partnership, set to begin in the fourth quarter of 2026, brings together PSA Group companies including Walsin Technology, Walton Advanced Engineering, HannStar Board Corporation, and INPAQ Technology with NTUT’s engineering and AI capabilities.

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

Levi Li — Mon, 10 Aug 2026 22:52:30 GMT

VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers already in mass production and its next-generation PIC thin-film processes for 1.6T products targeted to begin gradual volume production by the end of 2026. A high-density optical coupling platform is planned for mass production in the second half of 2027.

Google's US$15B India AI data center faces environmental backlash

DIGITIMES — Mon, 10 Aug 2026 22:51:53 GMT

Google's planned AI data center in Andhra Pradesh, India, has drawn its first major opposition, with environmental groups protesting over water rights and wildlife concerns. The project, announced in October 2025, calls for US$15 billion in investment over five years and includes participation from Adani Group.

Foxconn Research Institute maps four-stage LEO roadmap from relay satellites to AI-native networks

Scarlett Yu — Mon, 10 Aug 2026 22:51:09 GMT

Foxconn is extending decades of expertise in electronics manufacturing, system integration, and assembly, integration and testing (AIT) into the space industry. Through its Pearl satellite missions, the Foxconn Research Institute (FRI) is collecting first-hand data on communications links, orbital operations, and the space environment while giving group-developed hardware an opportunity to establish flight heritage.

UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26

Scarlett Yu — Mon, 10 Aug 2026 22:50:45 GMT

Demand for low-Earth orbit (LEO) satellite communications continues to expand, supporting growth at satellite communications component supplier Universal Microwave Technology (UMT).

Radiant braces for Apple delays as auto, AI PC lift growth

Lily Hess — Mon, 10 Aug 2026 22:41:06 GMT

Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first quarter of 2027. Apple is also expected to keep rolling out new OLED devices from late 2026 into early 2027.

South Korean minister warns about CXMT capex as semiconductor profits debate heats up

Lily Hess — Mon, 10 Aug 2026 22:40:54 GMT

South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven memory demand is lifting earnings at Samsung Electronics and SK Hynix to record highs. Instead, he said South Korea must help companies reinvest in facilities and R&D to protect its edge as China speeds up semiconductor investment.

Europe and US IDM giants expand China EV share on capacity, tech edge

Lily Hess — Mon, 10 Aug 2026 22:40:28 GMT

Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many are now offering a positive outlook for their business there. In recent earnings calls, several companies said their technology lead remains difficult for local rivals to catch up with, while others said AI-related foundry-capacity bottlenecks have left some Chinese integrated circuit (IC) design firms unable to secure enough production for auto customers, allowing IDMs with in-house manufacturing to win back some market share.

SK Hynix weighs stake sale in US$3B Chongqing chip packaging plant

DIGITIMES — Mon, 10 Aug 2026 09:12:24 GMT

SK Hynix is considering options for its semiconductor packaging and testing facility in Chongqing, China, including bringing in an outside investor or selling a stake in the operation, which could be valued at about US$3 billion, as the memory chipmaker ramps up investment in South Korea.

DIGITIMES: News and Insight of the Global Supply Chain

Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Google readies Pixel 11 lineup, market breakthrough still under question

TSMC nears AI packaging demand after years of doubling capacity:'CoWoS guy' Jun He

Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute

SK Hynix becomes Kioxia's largest shareholder as Toshiba trims stake

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

China's Long March 7A rocket explodes 85 seconds after liftoff in rare launch failure

Gemtek, CyberTAN see YoY growth turn positive in July

Nvidia taps Wall Street for US$500B AI infrastructure financing network

Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up

Column: The everyday philosophy of supply chain resilience

Amkor reportedly weighs China stake sale as multinationals reassess footprint

Interview: Nvidia says networking is the core of AI computing as AI factories scale

China's tightening visa curbs test India's electronics manufacturing ambitions

Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset

Global supply chains buckle as helium shortages and China's price edge hit Taiwan

YAGEO, Walsin post record July sales as AI demand lifts passive components

Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady

Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

Power Win's 1H26 profit already tops 2025 as EV battery recycling surges eightfold

Google's Gemini delay puts pressure on its AI leadership

Catcher says notebook component shortages cut 2Q26 revenue

IC distributors post strong July sales on AI, cloud, and infrastructure demand

Gudeng posts record seven-month revenue on EUV Pod orders and global demand

Iron Force Industrial expands into AI server cooling as auto market stays uneven

Taiwan and China see more students choose STEM as tech demand rises

Intel plans US$15B stock offering to fund AI-driven growth

Analysis: Google's AI shake-up shifts power from star scientists to managers

Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Liying posts record July revenue as AI chip recycling demand rises

China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

Yesiang posts record revenue for third straight month on advanced process demand

Weak China auto demand sends parts maker Hiroca deeper into North America, Japan

Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%

Trusval posts record profit on semiconductor fab and memory project demand

Meta bets open, on-device model can win AI power struggle

Asus posts record July revenue on strong AI server demand

Anthropic taps Macquarie and GIC to build AI data centers under new venture

Chip price increases are set to keep spreading into the second half of 2026

Air freight tightens in Asia as tariff-driven ocean demand fades

Chinese automakers push Europe share to 9% as trade fight intensifies

UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties

Memory drives 62% of Nvidia Vera Rubin's cost &mdash; SOCAMM2, not HBM4, leads the bill

MA-tek reports record July revenue on glass-substrate testing demand

Jiuhan lifts first-half profit 400% on NT$11 billion order book

UMC revenue climbs to a 45-month high as wafer prices rise

China's AMIES lands repeat orders for 350nm lithography system

Memory crunch pushes Apple toward China&mdash;and into Washington's security dilemma

Samsung tackles AI memory wall with zHBM, V10 BV-NAND concepts

Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

PSA, NTUT sign NT$50 million AI research and talent deal

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

Google's US$15B India AI data center faces environmental backlash

Foxconn Research Institute maps four-stage LEO roadmap from relay satellites to AI-native networks

UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26

Radiant braces for Apple delays as auto, AI PC lift growth

South Korean minister warns about CXMT capex as semiconductor profits debate heats up

Europe and US IDM giants expand China EV share on capacity, tech edge

SK Hynix weighs stake sale in US$3B Chongqing chip packaging plant

Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Memory crunch pushes Apple toward China—and into Washington's security dilemma