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<title>DIGITIMES Asia: 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>Mon, 29 Jun 2026 13:00:05 GMT</lastBuildDate>
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<title>China memory makers fuel local chip equipment push as CXMT lands Tencent deal</title>
<pubDate>Mon, 29 Jun 2026 09:29:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL215/equipment-dram-cxmt-tencent-yole.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:303;97-399"&gt;ChangXin Memory Technologies has signed a long-term DRAM supply agreement with Tencent Holdings valued at more than CNY20 billion (approx. US$2.94 billion), three people with knowledge of the deal told &lt;em&gt;Reuters&lt;/em&gt;, as the Hefei-based chipmaker prepares for one of China's largest stock listings in years.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Baidu subsidiary Kunlunxin seeks US$50B IPO valuation, asks investors to buy its chips</title>
<pubDate>Mon, 29 Jun 2026 09:12:29 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL214/chips-baidu-ipo-subsidiary-market.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:403;110-512"&gt;Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to &lt;em&gt;The Information&lt;/em&gt;, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Chengxi approved for Taipei Exchange listing as AI reshapes customer service</title>
<pubDate>Mon, 29 Jun 2026 09:07:40 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD224/taipei-profit-government-2025-revenue.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:371;92-462"&gt;Chengxi Information said on June 26 that the Taipei Exchange board approved its listing application, with Mega Securities serving as the lead underwriter. The company also held its shareholders' meeting the same day, approving the 2025 financial report and a profit distribution plan that includes a cash dividend of NT$5.3 per share and a payout ratio of more than 80%.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>BYD's 4nm smart-driving chip signals deeper EV supply-chain integration</title>
<pubDate>Mon, 29 Jun 2026 09:03:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL210/byd-4nm-chips-vehicle-production.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:225;111-335"&gt;BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
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<media:description type="plain"><![CDATA[Credit: Michael Lee]]></media:description>
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<title>Kyocera to invest JPY650 billion in chip equipment and data center components</title>
<pubDate>Mon, 29 Jun 2026 09:02:24 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL213/kyocera-equipment-data-center-investment-manufacturing.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:287;113-399"&gt;Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<item>
<title>Taiwan launches quantum talent program, sends 15 abroad</title>
<pubDate>Mon, 29 Jun 2026 08:58:56 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD226/taiwan-talent-quantum-itri-nstc.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:494;109-602"&gt;Taiwan's Ministry of Economic Affairs has tasked Taiwan's Industrial Technology Research Institute (ITRI) to set up the Quantum Industry Technology Promotion Office (QITPO) and has named dozens of companies as members of the quantum industry supply chain. To strengthen Taiwan's quantum science and application base, the National Science and Technology Council (NSTC) has announced the launch of a quantum technology program, with the first 15 PhD-level candidates selected for overseas study.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>Taiwan's first homegrown submarine enters dive trials ahead of handover; shipbuilder eyes unmanned boat contracts</title>
<pubDate>Mon, 29 Jun 2026 08:56:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD230/taiwan-2026-testing-loss-market.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:234;168-401"&gt;Taiwan's first domestically built submarine, Haikun, has entered submergence testing and is on track to be handed over to the navy in the second half of 2026, state-owned shipbuilder CSBC Corp. Taiwan said at a shareholders' meeting.</description>
<dc:creator>Joseph(C) Chen</dc:creator>
<category>Electric Vehicles</category>
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<title>BOE's military designation hands South Korean panel makers a strategic opening</title>
<pubDate>Mon, 29 Jun 2026 08:52:01 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD221/panel-boe-government-military-tianma.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:335;125-459"&gt;The US government's move to add Chinese panel makers BOE and Tianma to a military-related list is raising concerns that Washington's tech restrictions are spilling beyond semiconductors into the display supply chain. South Korean panel makers are now watching to see whether tighter curbs on China could create a new opening for them.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Displays</category>
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<media:description type="plain"><![CDATA[Credit: BOE]]></media:description>
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<item>
<title>Samsung chair backs Korea's southwest chip cluster, maps nationwide investment</title>
<pubDate>Mon, 29 Jun 2026 08:38:13 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL211/samsung-investment-region-government-chairman.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:297;99-395"&gt;Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung's next semiconductor complex, lending corporate backing to South Korea's plan to build a second chip production base in Gwangju and the broader Jeolla region in the country's southwest.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<item>
<title>US widens China tech ban to include legacy Huawei, ZTE equipment</title>
<pubDate>Mon, 29 Jun 2026 07:56:03 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL212/usa-fcc-communications-equipment-ban-huawei-zte.html</link>
<description>The US is expanding its import ban on Chinese telecommunications and surveillance equipment, extending Federal Communications Commission (FCC) restrictions beyond newly launched products to cover older models previously approved for sale when deployed in national security-related applications.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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<media:description type="plain"><![CDATA[Credit: FCC]]></media:description>
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<item>
<title>DARPA seeks radically low-power, damage-tolerant computers for austere battlefield environments</title>
<pubDate>Mon, 29 Jun 2026 07:43:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD201/darpa-defense-hardware-data.html</link>
<description>The US Defense Advanced Research Projects Agency (DARPA) issued a request for information (RFI) on June 18 seeking concepts for "low-resource computing" that can operate with almost no electricity, minimal memory, and continued function despite hardware damage. The RFI invited input from academic institutions, companies, and individual inventors and set a July 17 deadline for replies; DARPA said it will follow up with an invitation-only workshop in August in Hanover, New Hampshire, to review promising proposals.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Aerospace</category>
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<item>
<title>Taiwan optics makers eye humanoid robot vision market as deployments accelerate</title>
<pubDate>Mon, 29 Jun 2026 07:35:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD217/optics-optical-components-robot-demand-growth.html</link>
<description>As physical AI enters a pivotal growth phase in 2026, deployment of robotic systems is rapidly accelerating across the industry. Beyond established applications such as inspection, healthcare, and service robots, humanoid robots are emerging as a major demand driver. As AI moves toward practical deployment, demand for robot vision modules is expected to rise sharply, with volume production set to accelerate.</description>
<dc:creator>Scarlett Yu</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: Michael Lee]]></media:description>
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<title>Taiwan smartphone shipments rose in May despite higher component costs</title>
<pubDate>Mon, 29 Jun 2026 07:25:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD202/taiwan-smartphone-shipments-market-component.html</link>
<description>Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants said. Total shipments reached nearly 430,000 units in May 2026, up about 7% from 402,000 in April, while cumulative shipments for January through May hit 2.12 million units, a 2.7% increase year over year, according to handset channel players.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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<title>China's first diamond semiconductor supply chain project lands in Zhengzhou</title>
<pubDate>Mon, 29 Jun 2026 07:24:32 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL208/materials-zhengzhou-production-semiconductors-industrial.html</link>
<description>&lt;p class="P1" data-sourcepos="4:1-4:452;106-557"&gt;China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyond silicon carbide (SiC) and gallium nitride (GaN).</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Sohu]]></media:description>
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<item>
<title>Musk backs Cook as AI memory crunch drives Apple price hikes</title>
<pubDate>Mon, 29 Jun 2026 07:23:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD225/apple-price-tim-cook-elon-musk-data.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:186;110-295"&gt;Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<item>
<title>AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint</title>
<pubDate>Mon, 29 Jun 2026 07:20:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL207/semiconductor-industry-advanced-packaging-ic-testing-demand.html</link>
<description>Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Samsung could become HBM market share leader in 2027</title>
<pubDate>Mon, 29 Jun 2026 07:14:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD215/samsung-hbm-hbm4-market-share-2027.html</link>
<description>Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers also expect Samsung to expand 1c DRAM production for HBM4 while raising the latter's prices in 2027 to boost both market share and profitability.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Samsung]]></media:description>
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<title>Samsung, SK Hynix to build KRW800 trillion chip hub in South Korea&#38;rsquo;s southwest</title>
<pubDate>Mon, 29 Jun 2026 07:02:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL209/samsung-sk-hynix-ic-manufacturing-south-korea-region.html</link>
<description>&lt;p class="P1" data-start="385" data-end="717"&gt;South Korea is pushing to establish a second national semiconductor production base in Gwangju and South Jeolla in the country's southwest, with Samsung Electronics and SK Hynix planning to build two memory fabs each as part of a KRW800 trillion (approx. US$517.87 &#38;#8203;billion) national chip ecosystem project, &lt;em&gt;Yonhap&lt;/em&gt; reported.</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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<item>
<title>Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch</title>
<pubDate>Mon, 29 Jun 2026 06:56:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD223/dram-apple-cxmt-nand-data.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:308;103-410"&gt;DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration to allow it to buy DRAM from Chinese memory maker CXMT, underscoring the cost, supply, and geopolitical pressures bearing down on the global technology supply chain.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<item>
<title>BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push</title>
<pubDate>Mon, 29 Jun 2026 06:01:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL205/byd-autonomous-driving-vertical-integration-automotive.html</link>
<description>BYD's newly unveiled Xuanji A3 autonomous driving chip may represent a major milestone in the company's semiconductor ambitions, but industry experts say bringing the processor into production vehicles will take considerably longer than its public debut.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
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<title>Orbbec builds Vietnam factory to broaden global reach</title>
<pubDate>Mon, 29 Jun 2026 05:59:04 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD208/orbbec-3d-vision-sensor-manufacturing-robotics.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:245;103-347"&gt;Chinese 3D vision sensor maker Orbbec is expanding its global manufacturing network with a new production base in Vietnam, as robotics suppliers increase overseas capacity to strengthen supply chain resilience and serve international customers.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>China adds 40 Japanese entities to export control and watch lists</title>
<pubDate>Mon, 29 Jun 2026 05:57:49 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL203/military-exports.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:264;103-366"&gt;China has imposed new export control measures on 40 Japanese entities, placing 20 organizations on its export control list and another 20 on a separate watchlist, citing national security concerns and the need to strengthen oversight of exports of dual-use items.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Wistron expands US production to meet AI server demand</title>
<pubDate>Mon, 29 Jun 2026 05:53:58 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD219/wistron-demand-taiwan-ai-server-california.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:295;102-396"&gt;Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals how global supply chains are shifting to support faster deployment of AI hardware, with California emerging as a key hub for its customers globally.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>SK Hynix sets up new strategy unit as HBM race intensifies</title>
<pubDate>Mon, 29 Jun 2026 05:00:12 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD216/sk-hynix-hbm-market-investment.html</link>
<description>South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Semiconductors</category>
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<title>Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action</title>
<pubDate>Mon, 29 Jun 2026 04:54:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD210/lithium-battery-inflation-market-vehicle-materials.html</link>
<description>China's electric vehicle (EV) and energy storage supply chains are undergoing a profound structural shift. Over the past year, prices of upstream battery materials have continued to rise. According to reports, the sharp increase in lithium battery raw material prices has challenged the market's previous assumptions about industry overcapacity and contradicted the belief that higher prices suppress demand.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Electric Vehicles</category>
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<title>Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS</title>
<pubDate>Mon, 29 Jun 2026 04:11:06 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD211/cpo-shunsin-packaging-tsmc-foxconn.html</link>
<description>ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.</description>
<dc:creator>Scarlett Yu</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Michael Lee]]></media:description>
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<title>China makes AI power a national priority in new five-year energy plan</title>
<pubDate>Mon, 29 Jun 2026 04:07:39 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD218/electricity-genai-demand-infrastructure-data.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:468;119-586"&gt;Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release its 15th Five-Year Plan for the Construction of a New Energy System (2026&#38;ndash;2030). The plan incorporates AI power demand into China's national energy strategy for the first time, calling for closer coordination between electricity supply and computing capacity to support AI, advanced manufacturing, and other strategic industries.</description>
<dc:creator>Levi Li</dc:creator>
<category>Sustainability</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains</title>
<pubDate>Mon, 29 Jun 2026 01:57:13 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL202/digitimes-asia-weekly-news-roundup-ic-manufacturing-drone-europe-nvidia-2026.html</link>
<description>Below are the most-read&lt;em&gt; DIGITIMES Asia&lt;/em&gt; stories from the week of June 22-28, 2026:</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash</title>
<pubDate>Mon, 29 Jun 2026 01:54:33 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD212/winbond-dram-growth-inventory-capacity.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:278;132-409"&gt;AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers are securing supply earlier, making availability increasingly critical to product launches, says Winbond Electronics president James Chen.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<media:content url="https://img.digitimes.com/newsshow/20260629pd212_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Winbond Electronics president James Chen. Credit: DIGITIMES]]></media:description>
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<title>Potens expands into AI cooling and power markets, server revenue share hits double digits</title>
<pubDate>Mon, 29 Jun 2026 01:52:32 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD214/cooling-ai-server-demand-revenue-management.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:506;136-641"&gt;With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue from its server-related business has risen from 4.5% of total revenue in 2025 to 13.5%, a significant jump that reflects strong momentum in the segment. The company also remains optimistic about continued expansion in the AI, automotive, and motor control markets. Order transfers from Western manufacturers seeking to reduce reliance on China are also materializing.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Semiconductors</category>
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<media:content url="https://img.digitimes.com/newsshow/20260629pd214_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Johor's power grid faces mounting strain as data centre pipeline expands</title>
<pubDate>Mon, 29 Jun 2026 01:52:14 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL200/johor-data-infrastructure-electricity-demand.html</link>
<description>Malaysia's southern state of Johor could see data centers account for about 40% of its electricity demand by 2035, highlighting mounting pressure on power infrastructure as the region emerges as one of Southeast Asia's fastest-growing digital infrastructure hubs, according to a report by energy consultancy Wood Mackenzie.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes</title>
<pubDate>Mon, 29 Jun 2026 01:48:33 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD205/hsinchu-science-park-taiwan-equipment-chips-technology.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:356;157-512"&gt;Taiwan's Hsinchu Science Park is still attracting semiconductor service companies even as major foundries run short of land, underscoring the park's role in a global supply chain centered on advanced chips. New approvals for testing, materials, and equipment research point to rising demand for services that support production at below 2nm nodes.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Foxlink appoints Freddy Kuo president, targets AI factory transformation</title>
<pubDate>Mon, 29 Jun 2026 01:44:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260628PD200/foxlink-president-manufacturing-production-electronics.html</link>
<description>Cheng Uei Precision Industry (Foxlink) announced on June 24 that its board of directors has approved the appointment of Freddy Kuo as company president. Speaking publicly for the first time in his new capacity on June 26, Kuo outlined the group's artificial intelligence (AI) transformation strategy, saying the company will evolve from a traditional electronics manufacturing services (EMS) provider into an "AI factory," using smart manufacturing to redefine its global competitive position.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260628pd200_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Foxlink president Freddy Kuo. Credit: DIGITIMES]]></media:description>
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<title>Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins</title>
<pubDate>Mon, 29 Jun 2026 01:42:46 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD207/micron-manufacturing-earnings-hardware-revenue.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:287;128-414"&gt;Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its appeal to global customers.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<media:content url="https://img.digitimes.com/newsshow/20260629pd207_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>US AI restrictions face scrutiny as Chinese models gain ground</title>
<pubDate>Mon, 29 Jun 2026 01:40:56 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629VL201/anthropic-z.ai-performance-government.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:276;100-375"&gt;Chinese artificial intelligence developer Zhipu AI, also known as Z.ai, is narrowing the performance gap with leading US AI companies in cybersecurity-focused models, underscoring intensifying technological competition as Washington tightens oversight of advanced AI systems.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Physical AI's next hurdle is not walking, but grasping</title>
<pubDate>Mon, 29 Jun 2026 01:34:37 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD203/commercial-language-mit-development-competition.html</link>
<description>&lt;p class="P1" data-sourcepos="9:1-9:363;169-531"&gt;As Physical AI moves closer to commercial reality, its global impact may depend less on humanoid robots that can run or dance and more on their ability to safely grasp, lift, and manipulate objects. A Massachusetts Institute of Technology professor said the central challenge is touch, force, and real-world control, not simply bigger models or faster computing.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>Onsemi's Synaptics acquisition intensifies competition for physical AI leadership</title>
<pubDate>Mon, 29 Jun 2026 01:29:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD206/onsemi-synaptics-acquisition-competition-chipmakers.html</link>
<description>Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated hardware stacks amid intensifying worldwide competition across the AI supply chain.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Analysis: Memory shortage drives long-term uptrend as Apple hikes prices</title>
<pubDate>Mon, 29 Jun 2026 01:20:56 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260629PD204/apple-micron-memory-chips-electronics-earnings.html</link>
<description>Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones, PCs, tablets, and other electronics may stay expensive, while manufacturers face tighter margins, weaker demand, and more uncertainty over supply and pricing.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Hyundai, LG and Doosan ramp up robotics plans as South Korea's Physical AI race heats up</title>
<pubDate>Sun, 28 Jun 2026 23:55:16 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL214/robotics-hyundai-doosan-lg-government.html</link>
<description>&lt;p class="P1" data-start="137" data-end="388"&gt;South Korea's government is preparing to designate Physical AI, the convergence of robotics and artificial intelligence, as a new national strategic industry, positioning robotics as a potential growth engine after semiconductors, according to &lt;em&gt;Newsis&lt;/em&gt;.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260625vl214_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Nvidia]]></media:description>
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<title>Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs</title>
<pubDate>Sun, 28 Jun 2026 23:55:02 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL209/ar-goertek-12-inch-fab-wafer.html</link>
<description>Goertek has begun mass production at China's first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and speed up mass-market adoption.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260625vl209_files/2_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Goertek]]></media:description>
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<title>CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage</title>
<pubDate>Sun, 28 Jun 2026 23:54:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL217/sodium-ion-catl-lithium-commercial.html</link>
<description>CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium energy storage system aimed at global grid markets.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
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<media:content url="https://img.digitimes.com/newsshow/20260625vl217_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: CATL]]></media:description>
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<title>Taiwan electronics sector stays upbeat as AI demand lifts exports</title>
<pubDate>Sun, 28 Jun 2026 23:54:11 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD239/taiwan-demand-high-end-business-growth.html</link>
<description>Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services continues to support trade. The latest survey suggests the benefits are spreading through supply chains, with implications for manufacturers and consumers worldwide.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260625pd239_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>AIC sees double-digit growth as AI infrastructure shifts to rack-level systems</title>
<pubDate>Sun, 28 Jun 2026 23:53:49 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD238/supplier-growth-2026-infrastructure-revenue.html</link>
<description>AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI infrastructure worldwide. The server rack maker said it will continue deepening technology and global customer ties, while expecting full-year 2026 revenue to keep growing by double digits.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260625pd238_files/2_b.jpg" type="image/jpeg" expression="full">
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<title>FIT consolidates EV charging brands, builds Saudi plant to localize supply</title>
<pubDate>Sun, 28 Jun 2026 23:53:32 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD234/fit-europe-brand-ev-charging-automotive.html</link>
<description>Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent&#38;rsquo;s largest energy industry trade alliance, marking FIT&#38;rsquo;s first appearance under the new brand and its third consecutive year at the event. The company said the rebrand consolidated its vehicle charging businesses under a single identity to boost market recognition and address rising competition in the electric vehicle charging infrastructure market.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD234/fit-europe-brand-ev-charging-automotive.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd234_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom</title>
<pubDate>Sun, 28 Jun 2026 23:53:15 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD219/infrastructure-lg-cooling-taiwan-liquid-cooling.html</link>
<description>As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented industry standards, LG Electronics is expanding its liquid-cooling portfolio while leveraging broader group resources and exploring partnerships with Taiwanese server makers to strengthen its position in the fast-growing market.</description>
<dc:creator>Willis Ke</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260625pd219_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Digitimes]]></media:description>
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<title>Samsung slows next-gen memory push as price surge rewards existing lines</title>
<pubDate>Sun, 28 Jun 2026 23:52:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626VL214/samsung-dram-investment-nand-production.html</link>
<description>&lt;p class="P1" data-start="846" data-end="1161"&gt;Samsung Electronics is slowing its investment schedule for 1d DRAM, the seventh-generation 10nm-class DRAM node, as a sharp surge in memory prices makes it more profitable to squeeze output from existing production lines than to rush costly next-generation processes to market, &lt;em&gt;The Bell&lt;/em&gt; reported on June 23.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:content url="https://img.digitimes.com/newsshow/20260626vl214_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Samsung]]></media:description>
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<title>Taiwan joins post-HBM memory race with Intel, SoftBank</title>
<pubDate>Sun, 28 Jun 2026 23:51:51 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626VL213/taiwan-intel-technology-ap-memory-dram.html</link>
<description>&lt;p class="P1" data-start="1011" data-end="1300"&gt;Taiwan's semiconductor ecosystem has entered the race to develop a possible post-HBM memory architecture, with Powerchip Semiconductor Manufacturing Corp. (PSMC) and AP Memory appearing alongside Intel and SoftBank subsidiary SAIMEMORY in a nine-layer 3D high-bandwidth DRAM demonstration.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:content url="https://img.digitimes.com/newsshow/20260626vl213_files/4_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>India roundup: Global tech giants deepen India investments</title>
<pubDate>Sun, 28 Jun 2026 23:51:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626VL209/india-roundup-infrastructure-investment-leo-technology-2030.html</link>
<description>India is attracting fresh technology investment as global companies expand AI, cloud and semiconductor commitments, reinforcing the country's growing role as a strategic manufacturing and digital infrastructure hub.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators</title>
<pubDate>Sun, 28 Jun 2026 23:50:56 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD233/qualcomm-ai-inference-asic-cpu-data-center-nvidia.html</link>
<description>Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other connectivity technologies gained through its Alphawave acquisition; ASICs; AI accelerators; and CPUs. The company also said its Modular acquisition added key assets for an AI software stack.</description>
<dc:creator>Lily Hess</dc:creator>
<category>ICT</category>
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<title>Taiwan Power ends three-year losing streak in 2025, but posts NT$9 billion loss in early 2026</title>
<pubDate>Sun, 28 Jun 2026 23:50:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD231/taiwan-loss-2026-2025-profit.html</link>
<description>Taiwan Power reported a NT$9.0 billion loss in the first four months of 2026, executives said at the company's shareholders meeting on June 26, attributing the shortfall to a spike in international energy prices following the outbreak of hostilities between the US and Iran. The utility said recent signs of a US-Iran de-escalation, along with the possibility of natural gas price cuts by CPC Corp, could help narrow the deficit, and it maintained a 2026 target to limit full-year losses to within NT$28.0 billion.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Sustainability</category>
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<title>Niching targets higher margins as heat spreader orders extend through year-end</title>
<pubDate>Sun, 28 Jun 2026 23:50:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD229/niching-heat-spreaders-packaging-testing-revenue-demand.html</link>
<description>Advanced packaging is driving demand for heat spreaders, and semiconductor packaging and testing materials supplier Niching Industrial said its acquisition of Ming Chun Yuan Micro Precise Technology is expected to boost its revenue and profit structure, while order visibility from major customers, including leading packaging and testing companies, has extended to the end of the year.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Semiconductors</category>
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<title>As SpaceX plans more launches, Eson seeks to scale satellite parts business</title>
<pubDate>Sun, 28 Jun 2026 23:49:46 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD228/spacex-2026-growth-revenue-launch.html</link>
<description>The global low-Earth orbit satellite industry is moving from buildout to volume growth, with the pace of launches accelerating and supply-chain demand expanding. Eson Precision Industries, a long-term supplier of mechanical parts for the low-Earth orbit satellite chain, expects its operating structure to improve markedly from the second half of 2026 as orders for low-Earth orbit satellites and AI servers advance in tandem.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Aerospace</category>
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<title>Apple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series</title>
<pubDate>Sun, 28 Jun 2026 23:49:27 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD226/apple-lg-display-sdc-iphone-2026.html</link>
<description>Apple approved OLED modules from Samsung Display and LG Display for the iPhone 18 Pro and Pro Max, signaling progress toward the company&#38;rsquo;s 2026 iPhone rollout, according to &lt;em&gt;The Elec&lt;/em&gt;. The suppliers received final production approval for vertical OLED modules, and both are producing the modules on backend processing lines in Vietnam, industry sources said.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Displays</category>
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<title>LinkCom leans into AI networking and high-power power modules to drive growth</title>
<pubDate>Sun, 28 Jun 2026 23:49:04 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD225/high-power-growth-2026-revenue-equipment.html</link>
<description>LinkCom Manufacturing held its 2026 annual general meeting and said rapid AI adoption is driving demand for its magnetic components in high-speed networking, AI data-center power, silicon photonics power systems and LEO satellite ground receivers, and that the firm will pursue AI-related opportunities. The meeting outlined a medium- to long-term strategy focused on AI applications, high-power power modules and smart module solutions to convert technology into revenue growth.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Infineon counters Innoscience claim after China GaN patent setback</title>
<pubDate>Sun, 28 Jun 2026 23:48:40 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD224/infineon-innoscience-gan-patent-legal.html</link>
<description>Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained more favourable ground, helped by its home-market position. After China's Supreme People's Court recently rejected a reconsideration request, Innoscience issued a press release claiming victory and saying Infineon products would be banned from sale in China.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<title>AI drives TV platforms as Samsung and LG chase smart-home ecosystems</title>
<pubDate>Sun, 28 Jun 2026 23:48:29 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD220/tv-samsung-lg-lg-electronics-competition.html</link>
<description>South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese TV makers. Besides higher hardware specs, better price competitiveness, display technology, and color accuracy, both companies are pushing interactive features and smarter connected applications to enhance personal experiences and build broader smart-home ecosystems. This shift is also changing what a TV is. It is moving beyond a traditional device for simply delivering audio and video content toward a platform that bundles entertainment, information, and AI interaction.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence</title>
<pubDate>Sun, 28 Jun 2026 23:48:03 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD218/alibaba-jack-ma-ant-group-chairman-technology.html</link>
<description>Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was absent, CEO Eddie Wu, chief scientist Jingren Zhou and Ant Group chairman Eric Jing were photographed planting rice seedlings alongside the company's founder.</description>
<dc:creator>Levi Li</dc:creator>
<category>ICT</category>
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<title>Jih Lin rides AI power demand to clip packaging</title>
<pubDate>Sun, 28 Jun 2026 23:47:36 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD215/demand-packaging-revenue-management-automotive.html</link>
<description>Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures, boosting the power semiconductor sector. The lead frame maker says its new-product transition is accelerating, with order visibility extending to 2027.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Semiconductors</category>
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<title>Taiwan water treatment firm rebrands to chase chip-grade purification demand</title>
<pubDate>Sun, 28 Jun 2026 23:47:18 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260626PD214/water-industrial-manufacturing-technology-renewable-energy.html</link>
<description>Hongyi International, an OTC-listed environmental engineering company, has formally rebranded as Tianyi Water &#38;amp; Energy Solutions, marking a strategic shift toward a fully integrated ESG platform that combines water treatment, renewable energy, and environmental engineering. The company is positioning itself to serve both traditional manufacturing and the rapidly expanding high-tech sector, with a particular focus on semiconductor-grade water systems driven by advanced membrane technologies.</description>
<dc:creator>Willis Ke</dc:creator>
<category>Sustainability</category>
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<title>Apple's first foldable iPhone reportedly on track for September 2026 launch</title>
<pubDate>Sun, 28 Jun 2026 02:53:13 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL215/apple-foldable-iphone-2026-launch.html</link>
<description>Apple's long-rumored foldable iPhone remains on schedule for a September 2026 debut, despite earlier reports that hinge-related issues could delay the device's release.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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