DIGITIMES: News and Insight of the Global Supply Chain

Intel qualifies High-NA EUV for Panther Lake; ASML preps TSMC and Samsung for next wave

DIGITIMES — Wed, 15 Jul 2026 08:45:22 GMT

ASML confirmed on July 15 that Intel Foundry has become the first company in the industry to ship a high-volume logic product manufactured using High-NA EUV lithography, marking a significant milestone in the commercial readiness of the Dutch equipment maker's most advanced lithography technology.

SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

DIGITIMES — Wed, 15 Jul 2026 08:24:52 GMT

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer plant in South Korea, Newsis reported, as the company ramps up supplies of 300mm silicon wafers used to manufacture advanced memory chips.

LimX Dynamics raises US$200B in fundraising round as it prepares for public listing

DIGITIMES — Wed, 15 Jul 2026 08:24:50 GMT

LimX Dynamics Technology, a general-purpose humanoid robot and embodied AI company, has announced the completion of its pre-IPO round of financing, raising nearly US$200 million. The company may soon see a public listing at a time when China's robotics market has grown to include hundreds of companies.

US licenses widen Nvidia H200 access in China, but shipments remain minimal

DIGITIMES — Wed, 15 Jul 2026 08:18:08 GMT

Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under continued scrutiny in Washington and Beijing.

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

DIGITIMES — Wed, 15 Jul 2026 07:51:16 GMT

Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

Charlene Chen — Wed, 15 Jul 2026 07:40:57 GMT

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating margin reached 21%, turning positive from the same period in 2025, and net profit after tax came to NT$3.291 billion, an EPS of NT$0.76.

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Lily Hess — Wed, 15 Jul 2026 07:36:00 GMT

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.

Rethinking motorcycle IoT as the hype cools

Kevin Wang — Wed, 15 Jul 2026 06:55:06 GMT

Motorcycle IoT has returned to the spotlight after a leading two-wheeler maker that pioneered connected systems 10 years ago said it will end related services in 2027. The move has prompted the market to take a fresh look at the state of motorcycle IoT, once hailed as a breakthrough for smart mobility.

PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share

Charlene Chen — Wed, 15 Jul 2026 06:49:17 GMT

Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November, while 8-inch and 12-inch logic foundry prices also rose 10-15%.

Formosa Plastics raises pay 4.5% as it pushes transformation and new energy investments

DIGITIMES — Wed, 15 Jul 2026 06:09:01 GMT

Formosa Plastics Group said it will keep its annual salary increase tradition in 2026, approving an overall pay raise of 4.5% through its management center. The move comes as the Taiwanese industrial conglomerate continues a shift toward higher-value products, business transformation and new-energy investment while managing recent pressure from geopolitics, oversupply, oil price swings and foreign exchange losses.

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

DIGITIMES — Wed, 15 Jul 2026 06:06:42 GMT

Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters for global electronics supply chains, where any prolonged disruption at a major semiconductor supplier could affect customers, investors, and component availability worldwide.

ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates

DIGITIMES — Wed, 15 Jul 2026 05:58:52 GMT

Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans amid continued AI-driven demand for advanced logic and memory chips.

Samsung has yet to receive HBM4 volume-production order from Nvidia, Dealsite reports

DIGITIMES — Wed, 15 Jul 2026 05:52:09 GMT

Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite reported, citing semiconductor industry sources.

Taiwan becomes Ukraine's third-largest drone battery supplier

Eifeh Strom — Wed, 15 Jul 2026 05:07:24 GMT

A new report released by the Taiwanese national think tank Research Institute for Democracy, Society and Emerging Technology (DSET) found that Taiwan's drone battery industry has achieved steady growth and significant progress in recent years, with Taiwan now Ukraine's third-largest supplier of drone batteries, behind China and Vietnam.

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Scarlett Yu — Wed, 15 Jul 2026 04:47:04 GMT

Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming company Sega. The appearance drawing the most attention will be Huang's reunion with former Sega president Shoichiro Irimajiri, turning the brief visit into what many have described as a journey of gratitude.

Global semiconductor equipment sales set to hit record US$165.9B in 2026

DIGITIMES — Wed, 15 Jul 2026 04:14:37 GMT

Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape.

SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

DIGITIMES — Wed, 15 Jul 2026 04:08:25 GMT

SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin Y1 fab, with the initial installation expected to support production of about 20,000 wafers per month, according to ZDNet Korea, which cited semiconductor and equipment industry sources.

OpenAI's rumored screenless speaker takes on Apple, Amazon, and Google in the living room— and in courts

DIGITIMES — Wed, 15 Jul 2026 04:05:56 GMT

OpenAI's first consumer device is shaping up as a direct bid for the center of the home, a move that would pit the ChatGPT maker against Apple, Amazon, and Alphabet's Google just as it prepares to go public — and while it fights an Apple lawsuit that could delay the launch.

EU carves out smart glasses and wearables from battery-removal rules, easing a barrier for Meta

DIGITIMES — Wed, 15 Jul 2026 03:53:05 GMT

The European Commission has exempted a swathe of connected consumer and industrial products from its rule requiring that portable batteries be removable and replaceable by users. This change removes one of the clearest regulatory obstacles to selling devices such as Meta's smart glasses in the bloc.

China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

Scarlett Yu — Wed, 15 Jul 2026 03:50:05 GMT

After an eight-day trip through Beijing, Shanghai, and Hangzhou, Linux Foundation Global AI CTO Matt White published a detailed account of his trip titled "Eight Days in China: What I Learned from AI Labs, Robotics Startups, and Academia." He has since elaborated on those observations in subsequent interviews.

India-UK trade pact takes effect, setting a template that reaches well beyond tariffs

DIGITIMES — Wed, 15 Jul 2026 03:49:49 GMT

The Comprehensive Economic and Trade Agreement (CETA) between India and the UK came into force on July 15, 2026. While the immediate headlines belong to cheaper Scotch and luxury cars, the deal's more consequential legacy may be structural: it is the first Indian trade treaty to write labour, environment, gender, and anti-corruption obligations directly into the treaty text—a shift trade watchers describe as the "source code" for the country's future agreements.

Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains

DIGITIMES — Wed, 15 Jul 2026 03:48:55 GMT

Taiwanese outbound investment rose more than 50% over the past five years, with manufacturers directing a growing share of capital toward the United States and ASEAN as global supply chains underwent rapid restructuring.

White House bets on AI clearinghouse to close gap between finding and fixing cyber flaws

DIGITIMES — Wed, 15 Jul 2026 03:46:49 GMT

On July 14, 2026, the White House launched Gold Eagle, a federal cybersecurity clearinghouse meant to coordinate how software vulnerabilities are detected and patched across open-source code and critical infrastructure using artificial intelligence (AI). The central question analysts are already raising is not whether the initiative can find more flaws, but whether it can actually get them fixed.

China's EV upgrade race leaves automakers selling more, earning less

DIGITIMES — Wed, 15 Jul 2026 03:45:10 GMT

China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are struggling to convert that demand into sustainable profits as vehicle prices fall and battery materials and automotive chips become more expensive.

South Korean court bars former Samsung NAND designers from working for SK Hynix

DIGITIMES — Wed, 15 Jul 2026 03:17:27 GMT

A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April 30, 2027, Yonhap News Agency reported.

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

DIGITIMES — Wed, 15 Jul 2026 02:42:21 GMT

China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that shift rewards. Shipments fell to roughly 66 million units, down 4.3% year over year, according to IDC's Quarterly Mobile Phone Tracker released on July 14, the fifth consecutive quarter of decline, leaving first-half shipments at about 134 million units, down 4.2%. Yet within that shrinking pool, Huawei and Apple both grew by around 20% or more, pulling further ahead of an Android field that spent the quarter raising prices.

TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

DIGITIMES — Wed, 15 Jul 2026 02:37:42 GMT

TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm, has emerged from stealth with US$43 million in early-stage funding to help companies develop custom AI chips through an open, chiplet-based approach.

Google pushes India from AI demos to daily deployment, focusing on startups, skilling, and agent safety

DIGITIMES — Wed, 15 Jul 2026 02:36:28 GMT

Google used its I/O Connect India 2026 developer event in Bengaluru on July 14 to reframe its India strategy around getting artificial intelligence into everyday use, unveiling a bundle of education, startup, enterprise, and security initiatives aimed at helping the country build AI "for India, with India." The announcements signal that the company is competing less on model size than on distribution — skilling, local-language reach, and on-shore processing — as rivals also pour capital into the market.

India fines HP India US$1.25 million over toner-cartridge cartel, part of a wider INR142 crore penalty

DIGITIMES — Wed, 15 Jul 2026 02:32:11 GMT

India's antitrust regulator has penalized HP India and 16 of its resellers for rigging bids in the sale of printer consumables, in one of two orders that together impose the country's largest cartel penalty yet on a single technology vendor.

Mistral AI urges France to reserve cheap power for European AI firms

DIGITIMES — Wed, 15 Jul 2026 02:15:19 GMT

Arthur Mensch, CEO of French AI startup Mistral AI, said France should prioritize low-cost nuclear electricity for domestic and European AI companies as US technology groups expand their demand for power. The warning came during the G7 summit, where the startup argued that Europe could lose its energy advantage within two years if policymakers do not act.

AI computing demand lifts fiber prices and volume

Charlene Chen — Wed, 15 Jul 2026 02:15:00 GMT

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion in China's fiber-optic industry. Since the fourth quarter of 2025, fiber prices have continued rising alongside demand for higher-end products, prompting incumbents such as FiberHome to expand preform and specialty fiber capacity, while attracting cross-sector players including Lingyi iTech, Han's Laser, and Hoshine.

US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

DIGITIMES — Wed, 15 Jul 2026 02:00:00 GMT

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asia analysis of customs data and related reporting.

Apple reportedly explores PrismML's AI compression technology to bring larger models onto iPhones

DIGITIMES — Wed, 15 Jul 2026 01:56:43 GMT

Apple is reportedly evaluating AI model compression technology from Silicon Valley startup PrismML as it seeks to run more capable AI models directly on iPhones, a move that could improve performance while reducing reliance on cloud computing.

Taiwan and Japan expand all-photonic network ties for AI and research

DIGITIMES — Wed, 15 Jul 2026 01:48:28 GMT

Taiwan and Japan are expanding deployment of the IOWN all-photonic network to improve research connectivity and provide backup AI computing capacity. The effort comes as Taiwan promotes digital resilience and sovereign AI infrastructure, while NTT extends APN links through Kumamoto to tighten industry connections between the two markets.

CATL redraws AI ambitions with DeepSeek, VNET and an energy-first strategy

DIGITIMES — Wed, 15 Jul 2026 01:45:00 GMT

CATL is rapidly expanding into AI infrastructure. Through strategic investments in DeepSeek, data centres and power systems, the company is positioning itself at the energy layer of the AI computing value chain, extending its business well beyond electric vehicle batteries.

Japan ramps up AI and quantum investment to strengthen technology leadership

DIGITIMES — Wed, 15 Jul 2026 01:43:16 GMT

Japan's new growth strategy could ripple well beyond its borders as it channels public investment into AI, quantum technologies, and advanced networks that align with priorities already advancing in Taiwan and other economies. For global readers, the plan signals stronger competition for supply chains, talent, and strategic technology leadership.

Taiwan expo in Japan spotlights AI, robotics and senior care

DIGITIMES — Wed, 15 Jul 2026 01:34:49 GMT

The 2026 Taiwan Expo Japan opened in Tokyo on July 15, giving Taiwanese companies a platform to pursue business in AI, smart technology, robotics and the silver economy. Taiwan's trade promotion delegation had arrived in Japan a day earlier for the expo and a separate Taiwan-Japan AI technology forum.

Intel sends its most advanced 18A node into orbit with Starfire space chip

DIGITIMES — Wed, 15 Jul 2026 01:30:00 GMT

Intel has unveiled Starfire, a space-grade processor that leverages its leading-edge 18A manufacturing process for satellites and other systems designed to survive beyond Earth's atmosphere. The move extends Intel's most advanced node — the centerpiece of its foundry turnaround — into a defense-and-space niche long dominated by specialist radiation-hardened suppliers. It stakes the design on a selling point that rivals cannot easily match: domestic US production.

Taiwan auto market rebounds as replacement demand lifts second-half outlook

DIGITIMES — Wed, 15 Jul 2026 01:26:28 GMT

Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift came as June new-car registrations rose to 41,000 units, the highest monthly level this year, while luxury vehicles also posted a sharp rebound.

Microsoft's Xbox overhaul signals AI is overtaking gaming in Big Tech capital allocation

Jingyue Hsiao — Wed, 15 Jul 2026 01:11:33 GMT

Microsoft has announced an expanded 3,200-job cut at its Xbox division and is evaluating whether to split off or sell certain game studios. Analysts say the move is more than a routine gaming restructure and instead reflects how AI investment is reshaping capital allocation across the tech industry.

Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light

DIGITIMES — Wed, 15 Jul 2026 00:53:05 GMT

Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.

IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software

DIGITIMES — Wed, 15 Jul 2026 00:52:11 GMT

A rare mid-quarter warning from IBM triggered the sharpest single-day decline in the company's 115-year history on Tuesday, and the reasons chief executive Arvind Krishna gave point to a broader shift: the AI-driven global memory shortage is pulling corporate technology budgets away from software and mainframes and toward supply-constrained hardware, a dynamic that could unsettle enterprise vendors well beyond IBM.

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

DIGITIMES — Wed, 15 Jul 2026 00:51:37 GMT

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkei reported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.

Taiwan's memory sector in June delivers standout performance by a wide margin

DIGITIMES — Wed, 15 Jul 2026 00:49:42 GMT

Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year — by far the fastest-growing category in Taiwan's entire semiconductor supply chain, dwarfing silicon foundry (~54% year-over-year) and OSAT (~24% year-over-year). The surge reflects the AI/HBM-driven DRAM and NAND pricing supercycle layered on a depressed year-ago base.

Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure

DIGITIMES — Wed, 15 Jul 2026 00:49:24 GMT

Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, placing domestic computing infrastructure at the centre of China's flagship AI gathering.

Charts: Taiwan's OSAT sector grows a steady 23.7% YoY in June, but a small player is stealing the spotlight

DIGITIMES — Wed, 15 Jul 2026 00:49:13 GMT

Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace, but one that masks sharply divergent performance beneath the surface.

China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

DIGITIMES — Wed, 15 Jul 2026 00:48:55 GMT

Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing and 3D-stacked near-memory architecture to reduce reliance on advanced process nodes and high-bandwidth memory, as Sohu and ICsmart reported.

Huawei's US$11B clean energy business turns Brazil into its next growth engine

DIGITIMES — Wed, 15 Jul 2026 00:48:42 GMT

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications into solar inverters, battery storage, and electric vehicle charging.

South Korea moves to secure power for new chip cluster

DIGITIMES — Wed, 15 Jul 2026 00:47:05 GMT

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.

Buima lifts June revenue as battery modules and energy storage demand grows

DIGITIMES — Wed, 15 Jul 2026 00:45:16 GMT

Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half of 2026 holding steady. The company said demand for low-Earth-orbit satellites, energy storage systems (ESS), and distributed energy remained strong, supporting its outlook for the rest of the year.

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

DIGITIMES — Wed, 15 Jul 2026 00:45:07 GMT

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales.

Nam Liong posts strong Q2 as high-value materials drive growth

DIGITIMES — Wed, 15 Jul 2026 00:44:53 GMT

Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first half totaled NT$1.343 billion, up 8.87% year over year.

Taiwan auto parts makers look to overseas expansion as turmoil in China's auto market worsens

Kevin Wang — Wed, 15 Jul 2026 00:43:44 GMT

China's auto market remained volatile in the second quarter of 2026, even though new energy vehicles (NEV) and emerging brands continued to gain market share. The ongoing price slashing and hypercompetitive "involution" have disrupted production schedules across the upstream supply chain, while reductions to NEV subsidies have caused consumers to adopt a wait-and-see approach, and both domestic brands and joint ventures with leading foreign automakers alike have seen drastic declines. Moreover, these broader trends have led to declining revenues for Taiwanese auto parts makers.

CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

DIGITIMES — Wed, 15 Jul 2026 00:43:32 GMT

CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.

Parpro revenue jumped on defense and satellite shipments in June 2026

DIGITIMES — Wed, 15 Jul 2026 00:43:18 GMT

Industrial computer maker Parpro reported strong June revenue as higher shipments of defense-related products lifted its monthly, quarterly, and first-half results. The company said deliveries for military unmanned vehicles and low-Earth orbit satellite projects were in a dense shipping phase, and it expects the traditional peak season in the second half to support further growth.

AI image sensor chip makers accelerate shift to algorithms, modules

Lily Hess — Wed, 15 Jul 2026 00:42:59 GMT

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as well as mid-sized companies including Sunplus Technology, Egis Technology, and Etron Technology, all stepping up their efforts. Among firms also pushing into drone imaging solutions, including Elan Microelectronics and PixArt Imaging, a broad consensus is emerging: compute power and price are not the real winning factors in this market.

China's 1H26 IC exports jump 96% on AI hardware demand

Charlene Chen — Wed, 15 Jul 2026 00:42:28 GMT

China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration of Customs said on July 14 that IC exports reached US$177.28 billion in the first half of 2026, up 96.1% year-over-year.

Rebound in North American AM market lifts Taiwanese auto parts suppliers

Kevin Wang — Wed, 15 Jul 2026 00:42:11 GMT

The market for aftermarket (AM) automotive parts in North America is showing signs of recovery, prompting Taiwanese suppliers to strike a cautiously optimistic tone in recent shareholder meetings and June revenue disclosures. Across the supply chain, from headlamps and auto parts to tire pressure monitoring systems (TPMS), companies now expect rising momentum going forward as a result of reduced tariff uncertainty, the end of inventory adjustments, and the approach of the traditional stocking season in the third quarter.

Jensen Huang says sovereign AI development tops nuclear weapons

Charlene Chen — Wed, 15 Jul 2026 00:40:57 GMT

As attention in the tech industry has centered on the US tech giants and TSMC, sovereign AI has emerged as a faster-growing blue ocean for AI infrastructure providers, supply-chain players and compute-rental operators seeking better margins.

Column: Digital AI and Physical AI follow the same growth logic

Jingyue Hsiao — Tue, 14 Jul 2026 08:50:01 GMT

At a humanoid robotics summit in Tokyo in May 2026, I saw a consulting firm's global labor automation map for Physical AI. After returning, I recreated the same map using the firm's research on Digital AI job functions. Placing the two side by side revealed something unexpected.